📊 Part Two | How Do We Uncover the Portfolios of Major Investors?
In the first episode, we learned about 13F filings, which disclose the holdings reported by major investment institutions in the U.S. market.
Today, we'll begin the hands-on portion using the WhaleWisdom website.
This website helps us see which stocks are held in the portfolios of institutions and funds, and compare changes in their holdings from quarter to quarter.
How do we use it?
We visit the website and search for the institution’s name, such as Berkshire Hathaway.
We open the institution’s page and select its holdings data from the 13F filing.
We review the portfolio’s largest holdings and compare the number of shares between the current and previous quarters.
We look for new positions and stocks whose holdings have increased or decreased.
But keep in mind: 13F data isn’t real-time and may be published up to 45 days after the end of a quarter. Also, an increase in a position’s value doesn’t always mean the number of shares has increased.
Our goal with these steps is to build a well-researched watchlist, not to copy major investors’ trades without analysis.
🔗 Website:
https://whalewisdom.com
The image shows an illustrative example of how to read the data. The figures shown are not recommendations or actual data from any particular portfolio.
In the next post, we’ll apply this method to Berkshire Hathaway’s portfolio and explain how to distinguish between a new purchase, an increased position, a reduction, and a complete exit.
Mohammed Al-Hashemi
#USStocks #Investing #WhaleWisdom
