Do You Use the 13F Filings?

The 13F filings are mandatory filings required by the SEC from institutional investment managers with holdings of more than $100M. As you may know they show a current snapshot of the current securities held by these managers. They can be a good source of investment ideas and can serve as a barometer of what companies are hot and what companies should be sold. On the other hand, they do not show short positions and many of these managers are Hedgefunds, which Hedge their bets with relevant shorts.

Do you guys ever look at these 13f filings for inspiration for personal portfolios? Is looking at them part of the job of any of you monkeys? Do you need them, or do you just use say, CapIQ?

I would love to hear some comments

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Do You Use the 13F Filings?

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