iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
19,230 Blog Posts

“Smart Money” and Their Top Picks

When I asked you what were your favorite picks, I had no idea that you’d have any. I envisioned most of you finding picks out of the litter or worse, perhaps from Twitter, provided for an audience of chart chomping imbeciles. Bravo! to those of you who think before investing. I have nothing but admiration and respect for those who are able to ignore base instincts and live freely, think freely and wear outer garments befitting of a man mature enough to operate machinery or enjoy the arts.

As such, I’ve been tracking what the “smart money” has been buying/selling for a long time, not because they are better–but because they have more resources than most to isolate good ideas.

The following is a list of the top hedge funds/investment companies in America and their top two picks, defined by monetary value.

The data was compiled by the friendly robots inside of The PPT.

Pershing Square: CP, PG

York Capital: RLGY, HTZ

Omega Advisors: S, SLM

Odey: SIG, PHM

Appaloosa: UAL, LCC

Third Point: YHOO, AIG

Tiger Global: YNDX, GRPN

Eminence: AAP, G

Jana: AGU, QEP

Glenview: LIFE, THC

Citadel: MS, PRU

Viking Global: NWSA, DHR

Pine River: NLY, OCN

Litespeed: MIC, DMND

Canyon Advisers: CCO, CMLS

Berkshire Hathaway: WFC, KO

Fairholme: AIG, SHLD

Redwood: CPF, GPRE

Maverick: RL, M

Silverpoint: DLPH, NXST

Oxford Asset Management: NYX, PXP

Perry Capital: LAMR, NRG

Egerton Capital: WSM, SIG

Greenlight Capital: GM, MRVL

New Mountain: SEMG, ACIW

Elliot Management: DLPH, BMC

Hudson Bay: CVI, SHS

SAC Capital: SHW, SIRI

Blackstone: FSL, NLSN

Apollo: LYB, RLGY

Oaktree: CHTR, FBP

Carlyle: FSL, ALSN

KKR: HCA, DG

Fortress: NSM, BKD

Waddell and Reed: CBS, WYNN

Hayman Capital: NSM, NCT

Goldman Sachs: BHP, MRC

Columbus Hill: MMR, SEMG

Discovery Capital Management: PANL, YNDX

Landsdowne: NKE, DAL

Senator Investment Group: ICE, ADT

Visium Asset Management: WCRX, ENDP

Blue Harbor: CACI, IGTE

AJO: MPC, VLO

Baine Capital: HCA, ST

Icahn: CVI, CHK

Paulson: LIFE, S

 

 

 

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18 comments

  1. stockcats

    Very interesting post Mr. Fly. A few of the stocks are pretty surprising as “top holdings” and seem rather speculative, but what do I know?

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  2. Mr. Cain Thaler

    Ugh, that is one ugly list of stocks.

    The NLY pick is the only one that really catches my attention, but only if Pine River has held it ALL THE WAY from the beginning, back in ’09.

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  3. Flicker

    Good point Cain. This list would be more interesting if we knew their cost basis and holding period. Anyway, thanks for the list Fly.

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  4. Mark

    Would be awesome if you could plot a histogram of those names to show common top holdings and the number that have them

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  5. theedge111

    I wonder what their top short holdings are?

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  6. charlie

    “Smart money” shows nearly the same lack of consensus as the twitterati. Their bankroll affords them more room for error than the twits, yet I don’t doubt that given enough time, most of those groups will wither as new leaders rise to the top.

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    • The Fly

      Charlie

      It’s reflex to dismiss smart money as being pedestrian; but it simply isn’t true.

      They employees many analysts, private investigators and journalist to do their dirty work.

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  7. The_Real_Hmmm

    I own and have traded a lot of these stocks on this list. YNDX, PANL, and CACI are the most recent although I own ATK now instead of CACI. ATK has to carve out or spin-off their sporting segment.

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  8. fake amish

    With the smart money of eurotrashland getting bank runned. How the fuck is there any smart money anywhere? Granted playing with others money is the key. The game is so polluted it is beyond redemption. Alas it must have always been so. How many times can you fuck a sewer and not get the stain?

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  9. tw

    I thought SAC’s top pick would have been “the 5th”.

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  10. London Whale

    Most hedge funds lag index funds – you must select the winner funds only – is Pershing Square a winner now?

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  11. frank

    Fly,

    You didn’t add me to your list.

    I’m balls deep into jcp and I’m not pulling out until it hits 25.00. No matter how much it hurts.

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