【有獎】如何利用富途明星機構持倉追蹤頂級機構13F報告？
[Play with the Futubull] Star institutions upgrade their holdings to reveal the wealth codes of Buffett, Soros and other bosses! Prize at the end of the article~
Recently, Buffett and other institutional investors in the US stock market have successively released position reports for the third quarter, that is, the investment community's”13F Report”。
What is the 13F Report
The 13F report refers to the quarterly position details form provided by institutional investors with assets under management of more than 0.1 billion US dollars to the US Securities Regulatory Commission (SEC). It contains the following information:
A description of all listed securities, including information on common stocks, bearish/call options, Class A stocks, convertible bonds, etc.;
the number of shares held in the position;
The fair value of securities as of the end of the quarter.
Significance of the 13F Report
Institutional investors account for a relatively large share of the US stock market. There is unequal information between institutions and individual investors. Studying institutions' positions, investment logic, and trends is a must for US stock investors.
The 13F Report provides investors with the shareholding situation of mainstream institutions. By understanding changes in institutional investors' holdings, actions to increase and decrease holdings, and targets, they can get a glimpse of future stock market trends and future changes in listed companies, obtain free access to the investment direction and asset allocation strategies of Wall Street bosses, clearly see the flow of “smart money”, and find solutions to their own portfolio~
How to view the 13F report
Futubull's “Star Institutional Positions” function has been upgraded to reveal the holdings of mainstream institutions. Let's take a look at the features of the “Star Agency Positions” function to help mooer easily grasp the investment information in the 13 reports!
1. 5000+ institutional position information to help find investment inspiration
Futubull has counted the position information of 5000+ investment institutions, as well as the institutional holdings of industry/individual stocks. Currently, you can check the positions of all supported markets, including US stocks and Hong Kong stocks.
As can be seen from “popular industries”, the positions of major institutions in the third quarter were concentrated in the software infrastructure, Internet, semiconductor and other industries; in “hot stocks,” you can observe the third quarter of institutionsThe target of heavy warehousingMicrosoft, Apple, and Amazon are most popular among institutional investors. You can also find individual stocks that increased or decreased institutional holdings the most in the previous quarter in the “position increase ranking” and “position reduction ranking” to help newcomers get investment inspiration.
Click “View All” to view the positions of all disclosing 13F reporting institutions. Through the “stock market value ranking”, newcomers can understand the investment institutions active in the US stock market, and can also see the institutions that have increased or decreased their positions the most from the “position increase ranking” and “position reduction ranking” to help us study institutional trading methods.
2. Update individual institutional positions in a timely manner to track the investment trends of bosses
Click to go to the institution's details page to view the details of its position for the previous quarter and changes in its position compared to the previous period.
Taking Buffett, who is familiar to everyone, as an example, it can be seen that Buffett's holdings in the third quarter were mainly distributed in computers and banks, accounting for 45.57% and 16.35% respectively. The market value of his holdings in the third quarter was 326.036 billion USD, a decrease of 28.928 billion USD compared to the previous period. In terms of changes in positions, 2 new positions were created, 2 additional shares were held, and 7 shares were reduced at the same time. What are the specific stocks? We can explore the “Shareholding List” below~
The shareholding list can view information such as the latest price of each stock held, market value of shares held, shareholding ratio, changing share/ratio, share share share ratio, industry, etc., and can also be arranged in ascending and descending order by clicking on each indicator.
Let's take another look at Buffett's shareholding list. Apple is still the largest stock with a market value of 142.4 billion USD, accounting for 43.69% of the disclosed holdings. It can be seen that Buffett is very optimistic about Apple's prospects. As can be seen by comparing “variable shares,” Buffett opened positions in Royalty Pharma and Floor & Decor Holdings in the third quarter, increased his holdings of Chevron and Liberty SiriusXM Series A, and reduced his holdings of 7 stocks including franchised telecommunications companies, VISA, and Mastercard.
In this way, Buffett and other bosses in the third quarterChanges in positions and targets of heavy positionsIt's all clear at a glance, mooer cowboys can also find assets worth layout~
3. Tracking changes in individual stock institutions' holdings to assist investment decisions
In addition to changes in institutional positions, mooer can enter individual stocksDetailed Quotation Page - Profile - Shareholders' Share Capital, refer to the actions of institutions to assist individual investment decisions.
From the institutional shareholding information, we can see how many institutions hold this stock, the number and ratio of their holdings. We can also understand the trend of changes in institutional holdings of individual stocks from the chart. For example, a high percentage of institutional holdings indicates optimism about this stock, providing a certain reference basis for stock selection.
Normally, the majority shareholders' actions to increase or decrease their holdings will have a big impact on the stock price. In the shareholding details of Futubull shareholders, we can see details of the number, proportion, and changes in the holdings of various shareholders, as well as changes in the increase or decrease in the holdings of important shareholders to assist mooer in making operational judgments~
4. Convenient search function to directly reach the institutions you are interested in
If you have a specific tracking agency, you can directly search and enter the name of the institution in the search box. By clicking on the search results, you can directly view the position information of the institution you are interested in last quarter, which is convenient and quick!
5. Rich and intuitive information, efficient acquisition of investment information
Currently, investors can view the 13F Investment Report through the following channels:
The SEC website, but it needs to be searched one by one. The original statements are not compared with previous data, which is expensive in terms of time and cost of understanding;
The NASDAQ website is slow to search due to the huge amount of information and a large number of advertisements;
Viewed on third-party profitable websites, the content is complete, but often requires payment.
One-stop solution to the above problems! Star institution position holding functionOpen for free, use charts to visually display each institution's position data, provide key information such as industry, market value, increase or decrease of holdings, etc., and perform localized translations, so that investors can easily and efficiently obtain institutional position information and learn institutional investment logic~
Entrance to the “Star Agency Positions” function
Quotes Page - “Opportunities” Tab - Star Agency Positions
The 13F report can provide reference for individual investors lacking data.But that doesn't mean investors can completely “copy work.” 13F generally discloses position data for the previous quarter rather than the current quarter within 45 days after the end of each quarter. If the market changes during this period, institutions may drastically adjust positions.
Despite this, the 13F data still hides the long-term investment logic and strategies of star institutions. mooer can study the investment logic of more institutions, learn from the bosses, and find investment strategies and portfolios that suit them~
After reading the introduction, aren't the cowboys excited to try it out! You might as well goQuotes page - “Opportunities” tabExperience the position holding function of star institutions and decipher the “wealth code” of the bosses!
Welcome to leave valuable suggestions or topics about “Star Agency Positions” in the comment area[Prize] Positions held by star institutions to help you quickly read the 13F reports of top institutionsTalk about your user experience and share how you can use the “Star Institutional Positions” function to establish investment strategies and make investment decisions~
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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