Hedge funds hebben de grootste short positie op deze 25 aandelen
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Transcript of Hedge funds hebben de grootste short positie op deze 25 aandelen
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