Markets

Intro to Holdings Channel

At Holdings Channel, we approach the data with two angles we feel are unique and useful in helping to make sense of 13-F filings. First, within individual filings we attempt to aggregate positions by entity, so that for instance for a firm reporting a long position in the common stock of a company but also showing they are long puts in that same company, we attempt to group those positions together, along with calls, preferreds, warrants, and bonds related to that entity. Second, we assemble aggregate information across thousands of funds. While the stock holdings of one individual fund may not tell the whole story, the sum total of the share count held by thousands of funds, between one reporting period and another, can be a lot more revealing and relevant.

Thanks for visiting Holdings Channel, we hope you will find our site to be educational and useful.

VIDEO: Intro to Holdings Channel

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Other Topics

Investing

Latest Markets Videos

    BNK Invest

    BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.

    Learn More