Private Equity Insights

JANUARY 15, 2025

GIP, a private equity firm managing over $100bn in assets, owns stakes in Gatwick Airport and offshore wind projects. Read more IFM Investors acquires 49% stake in Splend to drive rideshare growth IFM Investors has acquired a 49% stake in Splend, a $200m startup providing vehicle financing.

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Private Equity Firms Private Equity Firms Startups Venture Capital 246

Private Equity Insights

JANUARY 16, 2025

Sagard, a global alternative asset manager, launched its first private equity fund designed for Canadian accredited investors. This new offering allows individuals to access private equity opportunities that were previously limited to large institutional investors. Source: Canada Newswire Can’t stop reading?

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

Private Equity Insights

FEBRUARY 14, 2025

stake in TIM, with an official announcement expected soon. CVC had been in talks to acquire Vivendis 24% stake in TIM, positioning itself as the companys largest investor. Under Italys regulations, any investor seeking to acquire more than 3% of TIMs capital must obtain government clearance.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Conglomerates 130

Private Equity Insights

FEBRUARY 14, 2025

The funds stake, along with those of co-investors and other selling shareholders, has been acquired by Beltone Capital, a wholly owned subsidiary of Egypt-listed Beltone Holding. The transaction will see Beltone take a majority stake in Baobab.

Stakes 130

Stakes Capital Private Equity Firms Private Equity Firms 130

Private Equity Insights

JANUARY 7, 2025

A Blackstone-led investor group is acquiring a majority stake in US accounting firm Citrin Cooperman, valuing the company at over $2bn, according to sources cited by the Financial Times on Tuesday. agreed to buy a Permian Basin rival and a controlling stake in. read more US Pipeline Operator ONEOK Inks Two Deals for $5.9

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Accounting Private Equity Firms Private Equity Firms Stakes 246

Private Equity Insights

JANUARY 23, 2025

Arctos Partners, through its $9.9bn AUM Arctos Sports division, has acquired a 10% stake in the Buffalo Bills, becoming one of the first private equity firms to invest in an NFL team. This follows recent NFL rule changes allowing PE firms to hold up to 10% stakes in franchises. Dodgers, and Paris Saint-Germain F.C.

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Stakes Private Equity Firms Private Equity Firms Capital 130

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. It's a tool that allows investors to see which stocks Wall Street's smartest money managers have been buying and selling. Image source: Getty Images. Image source: Getty Images.

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Hedge Funds Stakes Asset Management Assets 246

Private Equity Wire

JANUARY 9, 2025

Private investment giant Blackstone, in partnership with smaller investors, is acquiring a majority stake in Citrin Cooperman, a US accounting firm, in a deal that values the company at over $2bn, according to a report by the Financial Times. Management stakes are also projected to grow over time through performance-based bonuses.

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Stakes Accounting Mergers and Acquisitions Enterprise Values 98

Private Equity Insights

JANUARY 15, 2025

The fund, supported by European investors such as pension funds, insurers, and family offices, aims to reach a final target of 600m. The initiative aligns with growing investor demand for strategies that combine environmental and financial objectives. Source: Impact Investor Can’t stop reading?

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Pension Funds Investors Funds Startups 130

Private Equity Wire

DECEMBER 23, 2024

CDP Equity (CDPE), a subsidiary of the Cassa Depositi e Prestiti Group (CDP), and Trilantic Europe, a prominent pan-European private equity firm, have jointly acquired a majority stake in Diagram Group, an Italian agritech innovator. This acquisition marks the exit of the investment platform Nextalia, which had been a shareholder since 2022.

Stakes 98

Stakes Private Equity Firms Private Equity Firms Law Firms 98

The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. million shares of Palantir, reducing his stake by 91%. million shares of Nvidia, increasing his stake by 194%.

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Stakes Shareholders Prospects Portfolios 245

The Motley Fool

FEBRUARY 27, 2025

Quarterly filed Form 13Fs allow investors to see which stocks he and his top advisors, Todd Combs and Ted Weschler, have been buying and selling. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness.

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Investors Shareholders Stock Market Stock Market 173

The Motley Fool

MARCH 19, 2025

Warren Buffett is one of the most closely followed investors in the world. Many investors follow those stocks for investment ideas, but they're mostly conservative blue chips that won't skyrocket over the next few months. billion stake now accounts for 2.9% Where to invest $1,000 right now? of its portfolio. in 2023 and 8.7%

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Conglomerates Financial Institutions Banks Stakes 245

Private Equity Wire

NOVEMBER 6, 2024

Global private equity firm KKR has acquired a 35% stake in Japan-based software developer Fuji Soft after completing the first stage of its two-part buyout tender offer, Fuji Soft announced on Wednesday, according to a report by Reuters. Major investors 3D Investment Partners and Farallon Capital, who together hold a 32.7%

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Stakes Private Equity Firms Private Equity Firms Buyout 94

Private Equity Wire

NOVEMBER 22, 2024

Vista Equity Partners has sold an $800m minority stake in LogicMonitor, a SaaS-based hybrid observability platform powered by artificial intelligence (AI), to a consortium of investors including PSG, Golub Capital, and others.

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Stakes Mergers and Acquisitions Debt Shareholders 97

The Motley Fool

OCTOBER 31, 2024

Thanks to the advent of the internet, information is no longer at a premium for everyday investors. No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission.

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Stakes Hedge Funds Asset Management Assets 246

Private Equity Wire

DECEMBER 17, 2024

stake in FGP TopCo (TopCo), the holding company for Heathrow Airport Holdings, from Ferrovial SE and other TopCo shareholders, according to a recent release. The investment, which makes Ardian Heathrows largest investor, aims to support the airport in delivering sustainable growth. Private investment house Ardian has acquired a 22.6%

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Stakes Companies Shareholders Investors 92

The Motley Fool

JANUARY 11, 2025

Warren Buffett, the famed investor and one of the world's wealthiest individuals, built his fortune primarily through his holding company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). If Berkshire Hathaway's stakes in public companies happen to pay dividends , they go to Berkshire's balance sheet in the same way.

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Stakes Shareholders Banks Public Companies 246

The Motley Fool

JANUARY 3, 2025

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are very popular stocks among individual and institutional investors, but two highly successful hedge fund managers aggressively bought one and sold the other in the third quarter: Ken Griffin of Citadel Advisors purchased 4.7 million shares of Nvidia, nearly tripling his stake.

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

NOVEMBER 16, 2024

Uber (NYSE: UBER) has taken investors on a wild ride since its IPO on May 9, 2019. In the second quarter of 2024, David Tepper increased his stake in Uber by 10% to 1.5 million shares, and Daniel Loeb lifted his stake by 320% to 2.1 on March 18, 2020. million shares, Ken Griffin beefed up his position by 179% to 2.65

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Enterprise Values Stakes Amortization Depreciation 245

Private Equity Insights

MARCH 19, 2025

Canadian pension fund Caisse de Dpt et Placement du Qubec (CDPQ), oil major Shell Plc, infrastructure investor IFM Investors, and Koch Industries. Some of these stakeholders may opt to retain stakes in any potential transaction. The company is currently owned by private equity giant KKR & Co.,

Pension Funds 191

Pension Funds Stakes Legal Asset Management 191

Private Equity Wire

NOVEMBER 13, 2024

Software and technology-focused private equity firm Thoma Bravo has agreed to sell a Qlik minority stake to a subsidiary of the Abu Dhabi Investment Authority (ADIA), in a deal that values the data analytics company at $10bn. A group of investors is expected to participate in the transaction, joining ADIA and Thoma Bravo.

Stakes 94

Stakes Private Equity Firms Private Equity Firms Investors 94

The Motley Fool

NOVEMBER 10, 2024

The company, run by investor Warren Buffett, keeps trimming its equity portfolio and is now sitting on close to $325 billion in cash on its balance sheet. He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9

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Stakes Taxes Shareholders Portfolios 245

Private Equity Insights

FEBRUARY 5, 2025

The Australia expansion allows eligible investors to access funds from top managers like KKR, EQT, and the Carlyle Group with lower investment minimums. Family offices and institutional-scale investors can directly invest in select companies alongside leading general partners. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Bidding Investors Buyout 130

The Motley Fool

FEBRUARY 14, 2025

A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter. No billionaire investor garners more attention on Wall Street than Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Amid a seemingly endless parade of operating results is the Feb.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Insights

JANUARY 16, 2025

It highlights the growing demand for liquidity solutions among institutional investors. The capital was secured from a broad range of global investors, including pension funds, insurance companies, sovereign wealth funds, and family offices. This fundraising milestone is one of the largest in the private equity secondary market.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Stakes 147

The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. The 10 stocks that made the cut could produce monster returns in the coming years.

Stakes 246

Stakes Banks Conglomerates Portfolios 246

The Motley Fool

OCTOBER 24, 2024

14, investors received what can arguably be described as the most important data release of the third quarter -- and I'm not talking about any inflation report. Interestingly, 13Fs from the second quarter show that billionaire investors, including Citadel's Ken Griffin, have a mixed view of the companies powering the AI revolution.

Stakes 246

Stakes Hedge Funds Exchange-Traded Funds Stock Exchanges 246

The Motley Fool

DECEMBER 25, 2024

However, Berkshire's stake is worth $2.2 AI definitely wasn't part of Buffett's Coca-Cola investment thesis back then, but the technology could add significant value to his stake from here. Berkshire invested in Amazon in 2019, although Buffett has often expressed regret for not buying the stock sooner. Coca-Cola: 8.4% Apple: 25.8%

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Portfolios Investing Stakes Conglomerates 246

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. Other investors who are sitting on a lot of cash may see this as an expensive way to get cash back.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. It's a thoughtful question Serve posed to investors in a recent presentation. However, as part of the spinoff, Uber retained a stake in Serve and it currently holds around 12% of its outstanding shares.

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Stakes Shareholders Capital Investors 246

The Motley Fool

NOVEMBER 8, 2024

in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% Here's how Berkshire got here, and what it means for investors. He also sold $900 million of shares in October before Berkshire's stake in the bank fell below SEC reporting requirements. His track record speaks for itself. He sold $9.6

Investors 246

Investors Stakes Banks Taxes 246

The Motley Fool

NOVEMBER 19, 2024

While most investors were laser-focused on the October inflation report on Nov. 13, the deadline for institutional investors to file Form 13F on Nov. However, this didn't stop Englander from overseeing the disposition of 4,492,425 shares of Palantir during the third quarter, which reduced his fund's stake by 90.3%!

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Stakes Funds Assets Returns 246

The Motley Fool

OCTOBER 22, 2024

Over the span of roughly six weeks, a majority of America's most-important publicly traded companies will spill the beans to Wall Street and investors regarding their operating performance over the prior quarter. Image source: Getty Images. When these lofty expectations are, inevitably, not met, the music stops and the bubble bursts.

Stakes 246

Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

APRIL 3, 2025

Rather than issuing more shares to raise funds -- and dilute existing shareholders' stakes as a result -- the company in question will reduce its number of outstanding shares by using its own cash to buy its own stock on the open market (just as any ordinary investor would). Data by YCharts.

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Investors Shareholders Stakes Companies 237

The Motley Fool

DECEMBER 17, 2024

Ackman's activist investor strategy requires a highly concentrated portfolio. Alphabet (16.5%) Ackman bought shares of Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) as many investors expressed strong concerns about how artificial intelligence (AI) will impact the core Google Search business. As a result, over 45% of Pershing Square's $13.4

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

The Motley Fool

APRIL 1, 2025

Apple (NASDAQ: AAPL) and Tesla (NASDAQ: TSLA) are two of the popular stocks among individual investors, but the hedge fund billionaires listed below sold one and bought the other in the fourth quarter. Izzy Englander of Millennium Management cut his stake in Apple by 9%. Dan Loeb of Third Point sold his entire stake in Apple.

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Hedge Funds Stakes Funds Investors 173