Wednesday, August 13, 2008

Hedge fund tracking

J over at Market Folly has started his hedge fund tracking series as hedge funds, with $100 million+ in AUM (asset under mgmt), start disclosing their holdings as of Jun 30th 08 to the SEC . And as always it is extremely interesting to see where and in what sectors the "big and smart money" is going in and out off.

Some of the hedge funds he will be tracking and reporting on are:

-Blue Ridge Capital (John Griffin)
- Lone Pine Capital (Steve Mandel)
- Maverick Capital (Lee Ainslie)
- Viking Global (Andreas Halvorsen)
- Tiger Global (Chase Coleman)
- Touradji Capital (Paul Touradji
- Tudor Investment Corp (Paul Tudor Jones)
- Moore Capital (Louis Bacon)
- Caxton Associates (Bruce Kovner)

"Straight up beastly funds" which you have to keep an eye on due to their awesome returns over the years:

- Atticus Capital (Timothy Barakett)
- Tremblant Capital (Bret Barakett)
- Clarium Capital (Peter Thiel)
- Pequot Capital Management (Art Samberg)
- Harbinger Capital (Philip Falcone)
- BP Capital (Boone Pickens)
- Greenlight Capital (David Einhorn)
- Paulson & Co (John Paulson)
- Jana Partners (Barry Rosenstein)

A few deep value & activist funds:

- Third Point (Daniel Loeb)
- Pershing Square (Bill Ackman)
- Okumus Capital (Ahmet Okumus)
- T2 Partners (Whitney Tilson)
- Tontine Partners (Jeffrey Gendell)

And, a few new funds on the scene:

- Conatus Capital (David Stemerman, ex-Lone Pine)
- Highliner Investment Group (Anand Parekh, ex-Citadel)

A massive shoutout to J for his huge effort in going through the 13Fs and coming up with his reports. Much appreciated.

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