Every quarter, retail investors get the chance to look inside the house of money as the regulatory 13F filings come out for some of Wall Street’s biggest players. Inside these reports, investors can see who has been buying and selling certain stocks, not necessarily to piggyback on these ideas but to potentially connect the dots moving forward for their own market views.
The data as of November 2024 shows that mega investors like Bill Ackman, Howard Marks, and Michael Burry decided to boost their holdings in certain areas of the market during the most recent quarter. These areas may not be the most popular today, but that is part of what comes with taking on a value investment. Hunters need to be willing to take the contrarian route.
