13F Time: Bill Ackman Sells Alexander & Baldwin, Nelson Peltz Sells Kraft and Mondelez, Dan Loeb Buys Abbott and AbbVie
13F season is always fun as it provides a rare (albeit delayed) glimpse into the thinking of large money managers and hedge funds. Of course, due to the significant time lag (~45 days), the exclusion of certain securities (shorts, derivatives etc.) and varying investment strategies and holding periods, the usefulness of such data is…questionable in many cases. Not… Read More »