Managers Show Restraint in 13F Filings

The video discusses the restrained approach of managers in adjusting their portfolios, with minor changes and a focus on S&P 500 ETFs. Berkshire Hathaway made small adjustments, notably investing in Kroger, which led to a post-market rally. The tech sector saw mixed results, with some funds increasing their stakes in Alibaba, while others reduced their holdings. Tesla and Uber attracted interest, with significant investments made in Uber, surpassing those in Facebook, Tesla, or Apple.

What was the general trend among managers regarding their portfolio changes?

• They made significant changes.

• They focused solely on tech stocks.

• They showed restraint and made minor tweaks.

• They completely overhauled their portfolios.

Which company did Warren Buffett's Berkshire Hathaway take a relatively small position in?

• Uber

• Alibaba

• Tesla

• Biogen

How did funds like D1 and Tiger Global respond to Alibaba's performance?

• They sold all their shares.

• They reduced their holdings.

• They maintained their holdings.

• They increased their holdings.

Which company saw increased interest from Viking Global before its first-quarter rally?

• Facebook

• Apple

• Tesla

• Uber

Which company received more investment than Facebook, Tesla, or Apple in the fourth quarter?

• Alibaba

• Kroger

• Biogen

• Uber