Seeking Alpha

Filings Analysis'  Instablog

Filings Analysis
Send Message
I'm the developer and maintainer for the website I'd like to use Seeking Alpha to promote and share some of the useful research and analysis that can be done using Filings Analysis. At the same time, joining the Seeking Alpha community and exploring other investors... More
My company:
Filings Analysis
View Filings Analysis' Instablogs on:
  • Notable Stock Activity From 3rd Quarter Filings

    We compiled a short list of notable stocks based on changes in activist investor portfolios from 13F filings. For access to the full report you can visit our website here.

    FedEx (NYSE:FDX)
    Third Point increased their holding significantly

    Morgans Hotel Group (NASDAQ:MHGC)
    Centaurus Capital increased their holding significantly

    Tim Participacoes SA (NYSE:TSU)
    Centaurus Capital initiated large new positions

    Vail Resorts (NYSE:MTN)
    Marcato Capital Management initiated a large new position

    Air Chemicals (NYSE:APD)
    Pershing Square Capital doubled their holding

    Safeway (NYSE:SWY)
    Two new holders, Sandell Asset Management and Cibelli Mario, along with previous Jana Partners holding

    Marvell Tech Group (NASDAQ:MRVL)
    Seneca Capital near full redemption

    Motorola Solutions (NYSE:MSI)
    Icahn Partners fully redeemed

    Bally Technologies (NYSE:BYI)
    P2 Capital Partners significant redemption

    Apple (NASDAQ:AAPL)
    Two out of five holders fully redeemed

    Citigroup (NYSE:C)
    Two of three holders fully redeemed

    Office Depot (NASDAQ:ODP)
    Two of three holders fully redeemed, one large position remaining for Starboard Value Partners

    Spectrum Brands (NYSE:SPB)
    Fully redeemed by Harbinger Holdings

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Nov 20 8:09 AM | Link | Comment!
Full index of posts »
Latest Followers


More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.