Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Ariel Investments Holdings, led by John Rogers, maintains a diversified portfolio with a focus on financial services, consumer goods, and real estate. The fund’s top positions include significant investments in these sectors, while recent activity shows new investments in homebuilding and insurance, alongside reductions in media and financial services.
3 sector-specific insights
- The top holdings reflect a balanced approach across financial services, consumer goods, and real estate, with companies like Lazard and Jones Lang LaSalle.
- New investments in homebuilding and insurance suggest a strategic diversification into these sectors.
- Reductions in media and financial services holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- LAZ (Lazard Ltd): Financial sector, provides financial advisory and asset management services.
- ADT (ADT Inc.): Industrials sector, provides security, automation, and smart home solutions.
- MAT (Mattel, Inc.): Consumer discretionary sector, designs and produces toys and consumer products.
- GNRC (Generac Holdings Inc.): Industrials sector, designs and manufactures power generation equipment and other engine-powered products.
- JLL (Jones Lang LaSalle Incorporated): Real estate sector, provides commercial real estate and investment management services.
New Holdings
- KSPI (Kaspien Holdings Inc.): Consumer discretionary sector, operates as a retail and wholesale company.
- VXUS (Vanguard Total International Stock ETF): Financial sector, provides exposure to a broad range of international stocks.
- DHI (D.R. Horton, Inc.): Consumer discretionary sector, engages in the construction and sale of single-family homes.
- LEN (Lennar Corporation): Consumer discretionary sector, operates as a homebuilder and provider of financial services.
- ALL (The Allstate Corporation): Financial sector, provides property and casualty insurance and other insurance products.
Reduced Holdings
- MSGE (Madison Square Garden Entertainment Corp.): Communication services sector, engages in live entertainment and media operations.
- LAZ (Lazard Ltd): Financial sector, provides financial advisory and asset management services.
- MAT (Mattel, Inc.): Consumer discretionary sector, designs and produces toys and consumer products.
- GNRC (Generac Holdings Inc.): Industrials sector, designs and manufactures power generation equipment and other engine-powered products.
- JLL (Jones Lang LaSalle Incorporated): Real estate sector, provides commercial real estate and investment management services.
