Post on 28-Nov-2014
description
25 grootste short posities van hedge funds
In welke aandelen hebben hedge funds de grootste short positie opgebouwd. En wat vindt
Morningstar van deze aandelen?
25. Sysco – SYY
Morningstar Rating
QQQQ Fair Value USD 38.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.5 mrd YTD Return 10%
24. Coca-Cola – KO
Morningstar Rating
QQQQ Fair Value USD 45.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.5 mrd YTD Return 13%
23. Target – TGT
Morningstar Rating
QQQ Fair Value USD 64.00
Moat None Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.5 mrd YTD Return 15%
22. Bristol-Myers-Squibb – BMY
Morningstar Rating
QQ Fair Value USD 41.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.5 mrd YTD Return 65%
21. SanDisk – SNDKY
Morningstar Rating
QQ Fair Value USD 45.00
Moat None Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.5 mrd YTD Return 59%
20. UPS – UPS
Morningstar Rating
QQ Fair Value USD 92.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.6 mrd YTD Return 41%
19. Schlumberger – SLB
Morningstar Rating
QQQ Fair Value USD 95.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.7 mrd YTD Return 34%
18. General Electric – GE
Morningstar Rating
QQQ Fair Value USD 27.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.7 mrd YTD Return 33%
17. Chevron – CVX
Morningstar Rating
QQQQ Fair Value USD 130.00
Moat Narrow Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.7 mrd YTD Return 15%
16. Pfizer – PFE
Morningstar Rating
QQQ Fair Value USD 30.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.8 mrd YTD Return 32%
15. Caterpillar – CAT
Morningstar Rating
QQQ Fair Value USD 94.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.8 mrd YTD Return -4%
14. ConocoPhilips – COP
Morningstar Rating
QQQ Fair Value USD 69.00
Moat Narrow Moat Trend Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.8 mrd YTD Return 30%
13. EMC – EMC
Morningstar Rating
QQQ Fair Value USD 26.00
Moat Narrow Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.9 mrd YTD Return -5%
12. Procter & Gamble – PG
Morningstar Rating
QQQ Fair Value USD 87.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.9 mrd YTD Return 28%
11. Netflix – NFLX
Morningstar Rating
Q Fair Value USD 180.00
Moat None Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 1.9 mrd YTD Return 269%
10. Wal-Mart – WMT
Morningstar Rating
QQQ Fair Value USD 80.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 2.0 mrd YTD Return 18%
9. Johnson & Johnson – JNJ
Morningstar Rating
QQ Fair Value USD 90.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 2.2 mrd YTD Return 38%
8. Walt Disney – DIS
Morningstar Rating
QQQ Fair Value USD 65.00
Moat Wide Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 2.5 mrd YTD Return 40%
7. Salesforce.com – CRM
Morningstar Rating
Q Fair Value USD 32.00
Moat Narrow Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 2.7 mrd YTD Return 32%
6. Verizon – VZ
Morningstar Rating
QQ Fair Value USD 42.00
Moat Narrow Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 3.6 mrd YTD Return 23%
5. IBM – IBM
Morningstar Rating
QQQQ Fair Value USD 208.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 3.6 mrd YTD Return -2%
4. ExxonMobil – XOM
Morningstar Rating
QQQ Fair Value USD 97.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 4.4 mrd YTD Return 13%
3. AT&T – T
Morningstar Rating
QQQ Fair Value USD 32.00
Moat Narrow Moat Trend Stable Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 4.5 mrd YTD Return 11%
2. Gilead Sciences – GILD
Morningstar Rating
QQQ Fair Value USD 71.00
Moat Narrow Moat Trend Positive Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 5.0 mrd YTD Return 88%
1. Intel – INTC
Morningstar Rating
QQQ Fair Value USD 25.00
Moat Wide Moat Trend Negative Bron: Goldman Sachs en Morningstar 3/12/2013
Value short interest USD 6.1 mrd YTD Return 24%
Overzicht
Bron: Goldman Sachs en Morningstar 3/12/2013
25 Aandelen waarin hedge funds de grootste short positie hebben gecombineerd met waardering Morningstar
Onderneming Value of Short YTD Return Moat Moat Fair Value Uncertainty Morningstar Ticker
Interest $ mrd Trend USD Rating
1 Intel 6.1 24% wide negative 25.00 medium QQQ INTC
2 Gilead Sciences 5.0 88% narrow positive 71.00 medium QQQ GILD
3 AT&T 4.5 11% narrow stable 32.00 medium QQQ T
4 ExxonMobil 4.4 13% wide negative 97.00 low QQQ XOM
5 IBM 3.6 -2% wide negative 208.00 medium QQQQ IBM
6 Verizon 3.6 23% narrow stable 42.00 medium QQ VZ
7 Salesforce.com 2.7 32% narrow stable 32.00 high Q CRM
8 Walt Disney 2.5 40% wide stable 65.00 medium QQQ DIS
9 Johnson & Johnson 2.2 38% wide stable 90.00 low QQ JNJ
10 Wal-Mart 2.0 18% wide negative 80.00 low QQQ WMT
11 Netflix 1.9 269% none stable 180.00 high Q NFLX
12 Procter & Gamble 1.9 28% wide negative 87.00 low QQQ PG
13 EMC Corp. 1.9 -5% narrow stable 26.00 medium QQQ EMC
14 ConocoPhilips 1.8 30% narrow stable 69.00 medium QQQ COP
15 Caterpillar 1.8 -4% wide negative 94.00 high QQQ CAT
16 Pfizer 1.8 32% wide stable 30.00 medium QQQ PFE
17 Chevron 1.7 15% narrow negative 130.00 low QQQQ CVX
18 General Electric 1.7 33% wide stable 27.00 medium QQQ GE
19 Schlumberger 1.7 34% wide stable 95.00 medium QQQ SLB
20 UPS 1.6 41% wide stable 92.00 medium QQ UPS
21 SanDisk 1.5 59% none stable 45.00 high QQ SNDK
22 Bristol-Myers Squibb 1.5 65% wide negative 41.00 medium QQ BMY
23 Target 1.5 15% none stable 64.00 medium QQQ TGT
24 Coca-Cola 1.5 13% wide stable 45.00 low QQQQ KO
25 Sysco 1.5 10% wide stable 38.00 medium QQQQ SYY(Bron: Goldman Sachs en Morningstar)
Lees ook het bijbehorende artikel op www.moringstar.nl