Hedge Fund 13F Filings Reveal Investment Shifts

Recent 13F filings show notable investment moves by prominent hedge fund managers, including Druckenmiller's interest in Brazil, Tepper's liking for EWY, and Berkshire Hathaway's new stake in The New York Times.

18 Feb, 18:50 — 18 Feb, 19:31

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Perspective Analysis

AI-generated comparison of how 2 sources cover this story

Both CNBC and Seeking Alpha report on hedge fund 13F filings revealing investment shifts, with CNBC highlighting a specific "Magnificent 7" stock as a favorite while Seeking Alpha offers a broader roundup of diverse investor moves. The coverage is largely complementary, focusing on different aspects of the same underlying data. There are no significant narrative differences, but rather different specific details are emphasized.

What sources agree on

Hedge fund 13F filings reveal investment shifts.
Druckenmiller's investment activities are mentioned in relation to these filings.

Where they diverge

The primary focus of the reported investment shifts

cnbc

Focuses on a specific "Magnificent 7" cloud provider as a clear favorite among hedge funds, attracting major investors.

seeking-alpha

Provides a broader roundup of diverse investments, including country-specific allocations, ETFs, and individual stock entries by various funds.

Notable gaps

The specific net shares (40.9 million) bought in a cloud provider by institutional investors.

Covered by cnbc · Not in seeking-alpha

Specific investments by Tepper (EWY) and Berkshire (NYT).

Covered by seeking-alpha · Not in cnbc

Mention of Ackman and Klarman as notable institutional investors.

Covered by cnbc · Not in seeking-alpha

Perspective Analysis

Comparing sources…

Coverage Timeline

seeking-alpha18 Feb, 18:50First to report

Brazil for Druckenmiller, Tepper likes EWY, Berkshire enters NYT: 13F Roundup

cnbc18 Feb, 19:31

Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman

Read at source (2 outlets)

cnbc1h ago

Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman

Notable institutional investors bought a net 40.9 million shares in the cloud provider in the fourth quarter, according to a CNBC analysis of data from Verity.

Read full article →

seeking-alpha2h ago

Brazil for Druckenmiller, Tepper likes EWY, Berkshire enters NYT: 13F Roundup

Read full article →

PERSPECTA

Hedge Fund 13F Filings Reveal Investment Shifts

Perspective Analysis

What sources agree on

Where they diverge

Notable gaps

Perspective Analysis

Coverage Timeline

Brazil for Druckenmiller, Tepper likes EWY, Berkshire enters NYT: 13F Roundup

Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman

Read at source (2 outlets)

Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman

Brazil for Druckenmiller, Tepper likes EWY, Berkshire enters NYT: 13F Roundup

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Perspective Analysis

What sources agree on

Where they diverge

Notable gaps