If you want to know what institutions are buying and selling, track the 13F filings.
Just don’t use them as the sole reason to buy or sell anything.
A 13F is a required filing with the Securities and Exchange Commission by institutional investors with at least $100 million in assets under management. They’re all due no later than 45 days following the end to a quarter and provide a detailed snapshot of what firms are buying and selling. While it’s a good idea to know what those firms are buying and selling, you’re not learning about what they bought or sold for at least 45 days.
That being said, one of the top 13F filings most of the Street looks forward to is the one from Warren Buffett’s Berkshire Hathaway.
In fact, here’s what the firm bought in the last quarter.
Constellation Energy (SYM: STZ)
Warren Buffett’s Berkshire Hathaway more than doubled its stake in Constellation Energy in the last quarter. In fact, the firm’s stake grew to about 12 million shares worth about $2.2 billion.
That now gives the firm a 6.6% stake in the maker of Corona and Modelo.
Even better, the STZ stock is just starting to pivot from strong support at around $160 a share. Now up to $190.65, we’d like to see it refill its bearish gap at around $220 initially. Plus, as we wait for it to recover, we can collect its current yield of 2.14%. It just paid its quarterly dividend of $1.02 per share on May 15 to shareholders of record as of April 29.
Heico (SYM: HEI)
Buffett’s firm also added to its stake in aerospace and defense supplier Heico, which should do well with geopolitical tension and with Trump taking office. The firm bought $185.37 million worth of HEI, picking up just over 1.044 million shares.
“This move comes at a time when the aerospace and defense sectors are increasing their pull with investors because of increased concerns for safety worldwide,” added GuruFocus.com.
Today's Bonus Content: Never Pay Taxes Again?!?
Trump's new fund could eliminate income taxes - and start sending you checks...
What if I told you your next tax bill could be $0...
And instead of paying the government, you could start receiving massive dividend checks from them instead.
It sounds incredible, but it's already happening...
Right now, Washington is undergoing the biggest financial transformation in history — and almost nobody is talking about it.
Trump has signed an executive order creating America's first-ever National Investment Fund — a system designed to replace income taxes while sending direct payments to everyday Americans.
No more stress every April 15
No more losing a third of your paycheck
No more IRS audits
Instead of taking your money... the Government will PAY YOU.
And it starts with the BIGGEST dividend payout in U.S. History — with $1 TRILLION up for grabs!
But here's the kicker...
A small group of early investors have found a way to start collecting payouts as high as $21,307 — before the first public checks even go out.
This is a once-in-a-lifetime financial shift — but the window to claim your stake is closing FAST.
Click here to see how you can profit BEFORE Trump rolls this out nationwide.
Found this helpful? Share it with others.
Written by Ian Cooper