Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in SPY across featured managers — New / Exit / Add / Reduce.

ticker SPY holders clear

16 managers with a move of 137 featured filed through 14 Aug 8 shown managers newest 13Fs

8 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 5
SPY Reduce Jana Partners Management −0.45 pp −0.2% sh Q1→Q2
SPY Reduce Mairs & Power −0.12 pp −69.5% sh Q1→Q2
SPY Reduce Davidson Kempner Capital Management −0.01 pp −24.2% sh Q1→Q2
SPY Reduce Bill Nygren / Oakmark - Harris Associates L P 0.00 pp −72.1% sh Q1→Q2
SPY Reduce Francois Rochon - Giverny Capital 0.00 pp −7.3% sh Q1→Q2
11 Aug 2
SPY Reduce Don Yacktman - Yacktman Asset Management 0.00 pp −5.6% sh Q1→Q2
SPY Reduce Murray Stahl - Horizon Kinetics Asset Management 0.00 pp −8.3% sh Q1→Q2
10 Aug 1
SPY Reduce Lewis Sanders - Sanders Capital −0.74 pp −30.3% sh Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home