Strategic sector allocation using Hedge Fund SEC filings

Thursday 9 February 2023

Starts 19:00 PM

Finishes 21:00 PM

Organized by Stocks, ETFs, Options, etc - Pro Trading & Private Investing

Venue: Linha d'Água

Address: Rua Marquês de Fronteira

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About this event

Hedge funds are underweight USA Information Technology and overweight USA Health Care and Consumer Discretionary as compared to the sector weights of the S&P 500 index. Does it make sense to follow hedge fund weightings?

## What Is SEC Form 13F?

The Securities and Exchange Commission’s (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in [assets under management]( It discloses their equity holdings and can provide insights into what the [smart money]( is doing in the market.

Hedge funds are required to file Form 13F within 45 days after the last day of the calendar quarter. Most funds wait until the end of this period in order to conceal their investment strategy from competitors and the public.

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“You know where you are with sectors. There’s historical data aplenty on how they perform versus this or that index, the drivers of returns, and valuations. Buying a sector also means you don’t have to mess about with stock picking, which is a crapshoot anyway. Sure, the spread of returns is narrower with sectors, but there is still a 60 percent difference between the best and worst funds over five years.”

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This page last updated Saturday 4 February 2023 at 15:31.

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