Berkshire Hathaway's top buys/sells in Q1 includes new $6.7B Chubb stake

• Warren Buffett's Berkshire Hathaway ( $Berkshire Hathaway Inc. Class A BRK.A$ $Berkshire Hathaway Inc. Class B BRK.B$ ) disclosed a new 25.9M-share stake in insurer Chubb (NYSE: $Chubb Limited CB$ ), that it had been building in previous quarters under a confidential filing. The stake was valued at ~$6.7B at the end of Q1, according to the investment behemoth's latest 13F filing.
• The Omaha, Nebraska-based company boosted its positions in Liberty Media series C Sirius XM stock (NASDAQ: $Liberty Media Corp. Series C Liberty SiriusXM LSXMK$ ) to ~65.5M shares from 43.2M shares, Liberty Media series A Sirius XM stock (NASDAQ: $Liberty Media Corp. Series A Liberty SiriusXM LSXMA$ ) to 30.9M shares from 20.2M, and Occidental Petroleum (NYSE: $Occidental Petroleum Corporation OXY$ ) to 248M shares from ~244M.
• Berkshire ( $Berkshire Hathaway Inc. Class A BRK.A$ ) closed its position in HP Inc. (NYSE: $HP Inc. HPQ$ ) during the quarter.
• It reduced its stakes in Apple (NASDAQ: $Apple Inc. AAPL$ ) to 789M shares from ~905M, Paramount Global (NASDAQ: $Premara Financial, Inc. PARA$ ) to 7.53M shares from 63.3M shares, and Sirius XM Holdings (NASDAQ: $Sirius XM Holdings, Inc. SIRI$ ) to ~36.7M shares from 40.2M shares, according to the filing.
• At Berkshire Hathaway's ( $Berkshire Hathaway Inc. Class B BRK.B$ ) annual meeting earlier this month, Buffett took responsibility for the company's investment in Paramount Global ( $Premara Financial, Inc. PARA$ ), which it sold at a loss.

Source: Seeking Alpha

Bridgewater's Top Q1 Buys, Sells: Amazon, AMD, Medtronic, CME, Others

Bridgewater Associates, the hedge fund founded by billionaire investor Ray Dalio, took new stakes in Amazon (NASDAQ: $Amazon.com, Inc. AMZN$ ), with 1.05M shares, Advanced Micro Devices (NASDAQ: $Advanced Micro Devices, Inc. AMD$ ), with 679K shares, and Medtronic (NYSE: $Medtronic Plc MDT$ ), with 680K shares, during the first quarter, according to its latest 13F filing dated earlier this week.

Conversely, the fund exited its positions in CME Group (NASDAQ: $CME Group Inc. Class A CME$ ), Discover Financial Services (NYSE: $Discover Financial Services DFS$ ) and Monolithic Power Systems (NASDAQ: $Monolithic Power Systems, Inc. MPWR$ ).

It boosted its holdings in Nvidia (NASDAQ: $NVIDIA Corporation NVDA$ ), to 705K shares from 268K, Apple (NASDAQ: $Apple Inc. AAPL$ ), to 1.84M from 1.10K, and Microsoft (NASDAQ: $Microsoft Corporation MSFT$ ), to 580K from 198K.

Stakes that were trimmed during Q1 include Cisco Systems (NASDAQ: $Cisco Systems, Inc. CSCO$ ), to 118K from 1.92M, Coca-Cola (NYSE: $Coca-Cola Company KO$ ), to 6.29M from 8.00M, and Costco (NASDAQ: $Costco Wholesale Corporation COST$ ), to 535K from 688K, the filing showed.

Source: Seeking Alpha

Soros Fund Management's top buy and sells in Q1

• Soros Fund Management took new stakes in PG&E Corp. (NYSE: $PG&E Corporation PCG$ ), with 2.12M shares, WestRock Company (NYSE: $WestRock Co. WRK$ ), with 900K shares, and Sunrun (NASDAQ: $Sunrun Inc. RUN$ ), with 2.08M shares, during Q1 2024, the investment firm and family office disclosed Wednesday in its latest 13F filing.
• The fund, founded by billionaire investor George Soros, boosted its positions in Aramark (NYSE: $Aramark ARMK$ ), to 2.06M shares from 518K shares and D.R. Horton (NYSE: $D.R. Horton, Inc. DHI$ ), to 179K from 70K.
• Reduced its holdings in Amazon (NASDAQ: $Amazon.com, Inc. AMZN$ ), to 396K from 557K, and Sempra (NYSE: $Sempra Energy SRE$ ), to 44K from 500K, according to the filing.

Source: Seeking Alpha

More about 13F filings:

Institutional investment managers with over $100 million in qualifying assets under management are mandated by the US Securities and Exchange Commission (SEC) to file quarterly Form 13F reports. These reports reveal the manager's long positions in publicly traded securities, including stocks and ETFs, as of the end of the preceding quarter.

How can investors use it?

As concluded by investing.com writer Daniel Shvartsman, investors can track the 13Fs for some advantages:

• Identify institutional investors with a track record of outperforming the market and track their current holdings
• Find potential investment themes or trends from the 13Fs