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Q4 2016 seasonComplete

83 filed · 15 no filing

As of
Dec 31, 2016
Due
Feb 14, 2017
Filed
83 of 98
Moves
4931 · prev 4559
Stocks moved by 2+
642 · prev 598
Amendments
4

Filings83 of 98 filed

CausewaySarah KettererJun 15$5.7B851 amend.74
AkreJohn NeffMay 9$10.9B341 amend.21
Dodge & CoxDavid HoeftMar 20$112.5B1811 amend.72
TorrayJames BaileyFeb 15$939M110305
Abrams BisonGavin AbramsFeb 14$972M500
AltaRockMark MasseyFeb 14$682M811
AltimeterBrad GerstnerFeb 14$1.9B1751
AppaloosaDavid TepperFeb 14$5.4B53219
ArielJohn RogersFeb 14$8.5B1901712
AtlanticAlex RoepersFeb 14$809M1874
BaillieFeb 14$60.8B19885
BaronRon BaronFeb 14$17.8B3213825
BaupostSeth KlarmanFeb 14$7.6B421213
BerkshireGreg AbelFeb 14$148.0B4736
CoopermanLeon CoopermanFeb 14$2.3B711620
DuquesneStanley DruckenmillerFeb 14$1.0B321928
EgertonJohn ArmitageFeb 14$8.2B2743
EngagedGlenn WellingFeb 14$307M1422
FairholmeBruce BerkowitzFeb 14$983M804
FPASteven RomickFeb 14$12.5B1051512

Shared moves642 stocks moved by 2+ managers

BACBank of America Corporation8 managers+52.40 ppDaily Jrnl+34.75 pp
LEXEALiberty Expedia Holdings, Inc. Class A8 managers+1.52 ppWeitz+0.51 pp
unresolvedLiberty Ventures7 managers+2.70 ppWeitz+1.17 pp
ADNTAdient plc6 managers+2.24 ppDavis+1.92 pp
DISThe Walt Disney Company5 managers+8.50 ppJericho+5.53 pp
LGF.BLions Gate Entertainment Corp. Class B Non-Voting Shares5 managers+0.23 ppWeitz+0.15 pp
View all 117 moves →

Where the managers disagree304 names

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C12+6.17 pp18-15.36 pp-9.19 pp· 1 swapped classes
MSFTMicrosoft Corp10+9.01 pp13-4.55 pp+4.46 pp
BACBank of America Corporation9+55.73 pp12-8.10 pp+47.63 pp
VVISA Inc.11+9.80 pp8-7.58 pp+2.22 pp
WFCWells Fargo & Co.9+10.37 pp9-4.80 pp+5.57 pp
METAMeta Platforms, Inc. Class A9+7.37 pp7-9.64 pp-2.27 pp
AMZNAmazon.Com Inc7+13.32 pp8-11.96 pp+1.36 pp
JPMJPMorgan Chase & Co.5+9.66 pp10-7.15 pp+2.51 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.4+18.63 pp11-9.61 pp+9.02 pp
AAPLApple Inc.2+5.53 pp12-21.39 pp-15.86 pp

Most widely heldtop 50 of 1686 · 83 filed

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C37 managers3.6%15.4%
MSFTMicrosoft Corp34 managers2.6%19.7%
VVISA Inc.30 managers1.7%7.7%
AAPLApple Inc.25 managers0.2%13.6%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.24 managers7.8%59.4%
WFCWells Fargo & Co.24 managers3.5%60.0%
BACBank of America Corporation23 managers2.8%34.8%
JNJJohnson & Johnson23 managers1.0%8.6%
MAMastercard Incorporated22 managers2.1%8.9%
METAMeta Platforms, Inc. Class A22 managers3.2%20.1%
View all 1686 →

Across the managers200 first held · 161 no longer held

LEXEALiberty Expedia Holdings, Inc. Class A8 managers0.5%
unresolvedLiberty Ventures7 managers1.2%
ADNTAdient plc6 managers1.9%
LGF.BLions Gate Entertainment Corp. Class B Non-Voting Shares5 managers0.1%
AAAlcoa Corporation3 managers3.3%
LGFLions Gate Entertainment-a3 managers0.1%
unresolvedAdvisory Brd Co2 managers0.3%
ASIXAdvanSix Inc.2 managers0.0%
ARCHArch Resources Inc2 managers—
POLAvient Corporation2 managers—

Streaks ended0 streaks of 20+ ended

  1. Appaloosa · GM 14+ quarters
  2. Ariel · MKC 14+ quarters
  3. Ariel · Cowen group Inc. 14+ quarters
  4. Ariel · Pendrell Corp. 14+ quarters
  5. Ariel · Privatebancorp Inc 14+ quarters
  6. Ariel · St Jude Med Inc 14+ quarters
  7. Baillie · IDXX 14+ quarters
  8. Baillie · GHDX 14+ quarters
  9. Baillie · PLX 14+ quarters
  10. Baron · OIS 14+ quarters
  11. Baron · YUM 14+ quarters
  12. Baron · MPC 14+ quarters
  13. Baron · BKD 14+ quarters
  14. Baron · Cepheid 14+ quarters
  15. Baron · SBA Comms Corp 14+ quarters
  16. Baupost · Chipmos Tech Bermuda Ltd 14+ quarters
  17. Berkshire · DE 14+ quarters
  18. Berkshire · LEE 14+ quarters
  19. Century · USB 14+ quarters
  20. Century · Dynamic Materials Corporation 14+ quarters
  21. Century · Key Energy Svcs Inc 14+ quarters
  22. Chou · BP 14+ quarters
  23. Cooperman · MSI 14+ quarters
  24. Davis · Liberty Interactive Corp 14+ quarters
  25. Davis · Post Properties, Inc. 14+ quarters
  26. Fairholme · BAC 14+ quarters
  27. Fairholme · American Intl Group Inc 14+ quarters
  28. Fairholme · Bank Of America Corporation 14+ quarters
  29. First Eagle · KGC 14+ quarters
  30. First Eagle · LHX 14+ quarters
  31. First Eagle · EMN 14+ quarters
  32. First Eagle · KR 14+ quarters
  33. First Eagle · NOC 14+ quarters
  34. First Eagle · MFC 14+ quarters
  35. First Eagle · LMT 14+ quarters
  36. First Eagle · AMP 14+ quarters
  37. First Eagle · GFI 14+ quarters
  38. First Eagle · IAG 14+ quarters
  39. First Eagle · LYB 14+ quarters
  40. First Eagle · Liberty Interactive Corp 14+ quarters
  41. First Eagle · Morgans Hotel Group Co 14+ quarters
  42. First Eagle · Nustar Gp Holdings LLC 14+ quarters
  43. First Eagle · Primero Mng Corp 14+ quarters
  44. First Eagle · Starz 14+ quarters
  45. Russo · CSL 14+ quarters
  46. Russo · GS 14+ quarters
  47. Russo · SABMiller PLC 14+ quarters
  48. Icahn · VLTC 14+ quarters
  49. Mairs · SU6 14+ quarters
  50. Matrix · CAT 14+ quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 14 quarters up to the prior season.