Thursday was the day 13F filings were due from hedge funds, and we've picked up some interesting trends from the Q3 2024 batch. For example, many hedge funds added to or initiated positions in consumer-oriented firms, while bets on energy also grew during the third quarter. We also saw decreased trading activity around Big Tech and the Magnificent Seven
Here's a roundup of some of the activity we found during Q3.
Hedge funds increasingly betting on the consumer
Discovery Capital boosted its stakes in Amazon, Alibaba, and Genius Sports and established a new position in McDonald's.
Soros Capital...
