Seeking Alpha

Market Folly » Comments » LMDIA

  • Eton Park Loads Up on Options [View article]
    All of the positions in this article (taken via their 13F filing) are long positions. i.e. long calls, long puts, etc. What's unfortunate for us is that they are not required to disclose the short positions.... so we'll never know if they are also short puts or short calls on the same positions; further complicating their true position.

    This is why we ultimately like to track straight up long/short equity focused funds. While we can't see their shorts, we get a true sense of their longs. Thanks for the comment.
    Sep 03 15:07 pm |Rating: +2 0 |Link to Comment
  • Tremblant Bets on Tech Sector [View article]
    thanks user 6655321!
    Jun 12 14:08 pm |Rating: +1 0 |Link to Comment
  • Tremblant Bets on Tech Sector [View article]
    thanks ArtfulDodger glad you enjoyed
    Jun 11 23:01 pm |Rating: +1 0 |Link to Comment
  • Maverick Capital's 13F Filing for Q408 [View article]
    thanks for the comment. They added to their BRK-A position, so they added the A shares. Then they reduced their position in BRK-B, the B shares. The article should say BRK-B under the "reduced" column. I apologize for any confusion and I'll notify SA to edit this. Thanks.
    Mar 12 13:52 pm |Rating: 0 0 |Link to Comment
  • Hedge Fund Portfolio Tracking: Citadel Investment Group (Ken Griffin), Q3 2008  [View article]
    thanks granger, glad you enjoy them.
    Jan 17 14:43 pm |Rating: +1 -1 |Link to Comment
  • Hedge Fund Portfolio Tracking: Citadel Investment Group (Ken Griffin), Q3 2008  [View article]
    To commenter "All Idiots,"

    Um, are you serious? The positions are taken directly off of the 13F filing made by Citadel with the SEC. Can be found by searching their EDGAR database at sec.gov

    Hedge funds with more than $100 million under management are required to disclose positions once each quarter.
    Jan 15 01:35 am |Rating: +1 -1 |Link to Comment
  • Hedge Fund Portfolio Tracking: Citadel Investment Group (Ken Griffin), Q3 2008  [View article]
    Steal,

    Thanks, glad you've found it helpful.
    Jan 13 19:19 pm |Rating: +1 -2 |Link to Comment
  • Hedge Fund Tracking: Seth Klarman & Baupost Group, Q3 2008  [View article]
    thanks user312, appreciate it. No I'm not aware of any other drafts being available online.
    Jan 05 20:08 pm |Rating: +1 0 |Link to Comment
  • Hedge Fund Tracking: Seth Klarman & Baupost Group, Q3 2008  [View article]
    thanks very much skipinCA, appreciate it. always glad to provide a helpful service.
    Jan 02 12:20 pm |Rating: +1 0 |Link to Comment
  • Hedge Fund Tracking: Lee Ainslie's Maverick Capital, Q3 2008  [View article]
    maverick as in the dallas mavericks i believe... as the fund's capital founders were based in dallas
    Nov 20 12:49 pm |Rating: 0 0 |Link to Comment
  • Lowest Estimated PEG Ratios in the Russell 1000 [View article]
    some solid names in that list. lots of hedge fund ownership too in some of those names as well... too many to list.

    just run a search for the tickers on my site and the various hedge funds will show up www.marketfolly.com/
    Oct 20 20:16 pm |Rating: +1 0 |Link to Comment
More on LMDIA by Market Folly
Comments by Ticker
A, AA, AAPL, AAWW, AAXJ, ABAT, ABB, ABC, ABFS, ABI, ABT, ACAS, ACE, ACGL, ACGY, ACI, ACM, ACN, ACWI, ADCT, ADE, ADM, ADRD, ADS, ADSK, AEL, AEO, AEP, AF, AFK, AFL, AFN, AG, AGN, AGQ, AGQNF.PK, AGU, AHBIF.PK, AIB, AIG, AIPC, AIR, AKAM, AKS, ALO, ALTI, ALXN, AMAT, AMD, AMGN,
Market Folly's
Comments Stats
204 comments
Rating: 186 (239 - 53 )