Sandara Park: 13F Roundup: Top Hedge Fund Positions For Q2

13F Roundup: Top Hedge Fund Positions For Q2

Here is our quarterly 13F roundup for high-profile hedge funds. The data is based on filings covering the quarter to the end of June 2022. These statements only provide a snapshot of hedge fund holdings at the end of June. They do not contain any information about when the holdings were bought or sold or if they are still held. […] Read More

Agilent Technologies Proves Its Worth VS Illumina

Agilent Technologies (NYSE:A) is a highly-valued stock for the low 0.6% dividend that it pays but the Q2 results once again prove the company's worth. The results include a top and bottom line beat as well as improved guidance that has the shares moving higher in their wake. With competitors in the medical instruments/technology industry […] Read More

Lowe's Stands Out Amid Q2 Retail Reports

Lowe's (NYSE:LOW) Q2 results may look weaker than Home Depot's (NYSE: HD) at first glance but there is a meaningful difference in the guidance. Where Home Depot's outlook was improved it is only in line with the consensus and projects a weakening in the 2nd half, Lowe's was much stronger. Lowe's reduced its guidance for […] Read More

Target's Results Cap Upside Potential For Retail Stocks

Target's (NYSE:TGT) Q2 results reinforce a problem facing the retail sector that was only hinted at by Walmart (NYSE:WMT) and Home Depot (NYSE:HD) earlier in the week. The company's efforts to combat supply chain and inventory hurdles are catching up with it at the same time that demand is falling. In the case of Home […] Read More

Activist Dan Loeb Gets Back Into Disney, Pushing It To Buy Out Comcast Hulu Stake And Sell ESPN

Loeb sold a Disney stake earlier this year, but is now encouraged by streaming industry metrics Walt Disney (NYSE:DIS) may be a victim of its own success. The company, a recent Wall Street darling with growing profits and a rising stock price, now has activist investor Dan Loeb and his Third Point fund as investors. […] Read More

Court Rules Against FleetCor Technologies

What's New In Activism – Trian Gets A Taste Of Its Own Medicine Shareholders in Nelson Peltz's U.K.-listed vehicle Trian Investors 1 voted out the fund's chairman and installed a new director nominated by a group of investors led by Global Value Fund. A proposal to remove Trian Investors 1 Chairman Chris Sherwell received 50.7% […] Read More

Oil Slides Amid A Slick Of Worry Over Global Growth While UK Jobs Market Cools

Brent Crude Oil falls below $94 dollars a barrel amid concerns about slowing world economy UK unemployment rate holds steady at 3.8% amid signs the jobs market is cooling Wall street rises on expectation of a softer stance on rate rises, but risks remain FTSE 100 takes cue from the US to open higher. BHP […] Read More