U wilt beleggen in Coca-Cola, ExxonMobil, Intel, IBM of Procter & Gamble? Wellicht even wachten, want hedge funds hebben grote short posities op deze aandelen ingenomen. Morningstar is het trouwens niet altijd met hen eens. Lees ook het bijbehorende artikel http://www.morningstar.nl/nl/news/114496/hedge-funds-hebben-de-grootste-short-positie-op-deze-25-aandelen.aspx
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Hedge funds hebben de grootste short positie op deze 25 aandelen
1. 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?
2. 25. Sysco – SYY
Value short interest
USD 1.5 mrd
Morningstar Rating
QQQQ
Moat
Wide
YTD Return
10%
Fair Value
USD 38.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
3. 24. Coca-Cola – KO
Value short interest
USD 1.5 mrd
Morningstar Rating
QQQQ
Moat
Wide
YTD Return
13%
Fair Value
USD 45.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
4. 23. Target – TGT
Value short interest
USD 1.5 mrd
Morningstar Rating
QQQ
Moat
None
YTD Return
15%
Fair Value
USD 64.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
5. 22. Bristol-Myers-Squibb – BMY
Value short interest
USD 1.5 mrd
Morningstar Rating
QQ
Moat
Wide
YTD Return
65%
Fair Value
USD 41.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
6. 21. SanDisk – SNDKY
Value short interest
USD 1.5 mrd
Morningstar Rating
QQ
Moat
None
YTD Return
59%
Fair Value
USD 45.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
7. 20. UPS – UPS
Value short interest
USD 1.6 mrd
Morningstar Rating
QQ
Moat
Wide
YTD Return
41%
Fair Value
USD 92.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
8. 19. Schlumberger – SLB
Value short interest
USD 1.7 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
34%
Fair Value
USD 95.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
9. 18. General Electric – GE
Value short interest
USD 1.7 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
33%
Fair Value
USD 27.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
10. 17. Chevron – CVX
Value short interest
USD 1.7 mrd
Morningstar Rating
QQQQ
Moat
Narrow
YTD Return
15%
Fair Value
USD 130.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
11. 16. Pfizer – PFE
Value short interest
USD 1.8 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
32%
Fair Value
USD 30.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
12. 15. Caterpillar – CAT
Value short interest
USD 1.8 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
-4%
Fair Value
USD 94.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
13. 14. ConocoPhilips – COP
Value short interest
USD 1.8 mrd
Morningstar Rating
QQQ
Moat
Narrow
YTD Return
30%
Fair Value
USD 69.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
14. 13. EMC – EMC
Value short interest
USD 1.9 mrd
Morningstar Rating
QQQ
Moat
Narrow
YTD Return
-5%
Fair Value
USD 26.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
15. 12. Procter & Gamble – PG
Value short interest
USD 1.9 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
28%
Fair Value
USD 87.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
16. 11. Netflix – NFLX
Value short interest
USD 1.9 mrd
Morningstar Rating
Q
Moat
None
YTD Return
269%
Fair Value
USD 180.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
17. 10. Wal-Mart – WMT
Value short interest
USD 2.0 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
18%
Fair Value
USD 80.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
18. 9. Johnson & Johnson – JNJ
Value short interest
USD 2.2 mrd
Morningstar Rating
QQ
Moat
Wide
YTD Return
38%
Fair Value
USD 90.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
19. 8. Walt Disney – DIS
Value short interest
USD 2.5 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
40%
Fair Value
USD 65.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
20. 7. Salesforce.com – CRM
Value short interest
USD 2.7 mrd
Morningstar Rating
Q
Moat
Narrow
YTD Return
32%
Fair Value
USD 32.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
21. 6. Verizon – VZ
Value short interest
USD 3.6 mrd
Morningstar Rating
QQ
Moat
Narrow
YTD Return
23%
Fair Value
USD 42.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
22. 5. IBM – IBM
Value short interest
USD 3.6 mrd
Morningstar Rating
QQQQ
Moat
Wide
YTD Return
-2%
Fair Value
USD 208.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
23. 4. ExxonMobil – XOM
Value short interest
USD 4.4 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
13%
Fair Value
USD 97.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
24. 3. AT&T – T
Value short interest
USD 4.5 mrd
Morningstar Rating
QQQ
Moat
Narrow
YTD Return
11%
Fair Value
USD 32.00
Moat Trend
Stable
Bron: Goldman Sachs en Morningstar 3/12/2013
25. 2. Gilead Sciences – GILD
Value short interest
USD 5.0 mrd
Morningstar Rating
QQQ
Moat
Narrow
YTD Return
88%
Fair Value
USD 71.00
Moat Trend
Positive
Bron: Goldman Sachs en Morningstar 3/12/2013
26. 1. Intel – INTC
Value short interest
USD 6.1 mrd
Morningstar Rating
QQQ
Moat
Wide
YTD Return
24%
Fair Value
USD 25.00
Moat Trend
Negative
Bron: Goldman Sachs en Morningstar 3/12/2013
27. Overzicht
25 Aandelen waarin hedge funds de grootste short
Onderneming
Value of Short YTD Return
Interest $ mrd
1 Intel
6.1
24%
2 Gilead Sciences
5.0
88%
3 AT&T
4.5
11%
4 ExxonMobil
4.4
13%
5 IBM
3.6
-2%
6 Verizon
3.6
23%
7 Salesforce.com
2.7
32%
8 Walt Disney
2.5
40%
9 Johnson & Johnson
2.2
38%
10 Wal-Mart
2.0
18%
11 Netflix
1.9
269%
12 Procter & Gamble
1.9
28%
13 EMC Corp.
1.9
-5%
14 ConocoPhilips
1.8
30%
15 Caterpillar
1.8
-4%
16 Pfizer
1.8
32%
17 Chevron
1.7
15%
18 General Electric
1.7
33%
19 Schlumberger
1.7
34%
20 UPS
1.6
41%
21 SanDisk
1.5
59%
22 Bristol-Myers Squibb
1.5
65%
23 Target
1.5
15%
24 Coca-Cola
1.5
13%
25 Sysco
1.5
10%
positie hebben gecombineerd met waardering Morningstar
Moat
Moat
Fair Value Uncertainty Morningstar
Ticker
Trend
USD
Rating
wide
negative
25.00
medium
QQQ
INTC
narrow positive
71.00
medium
QQQ
GILD
narrow
stable
32.00
medium
QQQ
T
wide
negative
97.00
low
QQQ
XOM
wide
negative
208.00
medium
QQQQ
IBM
narrow
stable
42.00
medium
QQ
VZ
narrow
stable
32.00
high
Q
CRM
wide
stable
65.00
medium
QQQ
DIS
wide
stable
90.00
low
QQ
JNJ
wide
negative
80.00
low
QQQ
WMT
none
stable
180.00
high
Q
NFLX
wide
negative
87.00
low
QQQ
PG
narrow
stable
26.00
medium
QQQ
EMC
narrow
stable
69.00
medium
QQQ
COP
wide
negative
94.00
high
QQQ
CAT
wide
stable
30.00
medium
QQQ
PFE
narrow negative
130.00
low
QQQQ
CVX
wide
stable
27.00
medium
QQQ
GE
wide
stable
95.00
medium
QQQ
SLB
wide
stable
92.00
medium
QQ
UPS
none
stable
45.00
high
QQ
SNDK
wide
negative
41.00
medium
QQ
BMY
none
stable
64.00
medium
QQQ
TGT
wide
stable
45.00
low
QQQQ
KO
wide
stable
38.00
medium
QQQQ
SYY
(Bron: Goldman Sachs en Morningstar)
Lees ook het bijbehorende artikel op www.moringstar.nl
Bron: Goldman Sachs en Morningstar 3/12/2013
