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A Look At Activist Hedge Fund Q3 Portfolio Changes

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HFA Staff
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A bird’s-eye view of 13F filings from significant investors is available from www.filingsanalysis.com. It covers key trends during Q3 and may be read here.

Small and mid caps more popular

Fund managers appeared to find more value in small cap stocks compared to large cap stocks, judging from the table below, which shows that Micro and and Small cap sectors grew by 1.29% and 0.38% respectively. On the other hand, Large and Mega caps were down 0.48% and 0.74% respectively.

1-cap-sector

In fact, institutional clients expect small cap outperformance to continue, says this recent article in ValueWalk. According to Citi’s reckoning, 60% of institutional investors now expect small caps to outperform large...

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The post above is drafted by the collaboration of the Hedge Fund Alpha Team.