"13-F Summary: Who Bought And Sold What In The Fourth Quarter"

From ZeroHedge:

Yesterday's barrage of 13F releases showed that hedge funds like Third Point, Eton Park and Blue Ridge piled into shares of major banks, David Tepper's Appaloosa jumped into the pharma sector starting new positions in Teva, Pfizer and Mylan while Buffett aggressively added to airline steaks and nearly quadrupled his Apple position to $7.7 billion, making him a Top 10 holder  during the fourth quarter.

Bank stocks remain near the highest levels since the financial crisis, rallying since President Donald Trump’s election victory on expectations for stimulus and policy changes. Goldman shares closed Tuesday at a record high. According to Bloomberg data, hedge fund managers added more to financials than any other sector last quarter.

Here is a summary of the biggest buys and sells from the latest round of 13F filings, released 45 days after the end of the quarter, which list the U.S. holdings of money managers as of Dec. 31 courtesy of Bloomberg:

ADAGE CAPITAL

• Top new buys: CC, ALB, VVC, DISH, GIS, EXC, COTY, TSN
• Top exits: EMR, LYB, GLD, DOV, BABA, PEGI, USB, WLK, MMM, AXP
• Boosted stakes in WFC, GD, JCI, MOS, DIS, GS, NEE, PKI, LRCX, GE
• Cut stakes in HON, SRE, AGN, PG, HDS, APD, EW, GRA, PVH, BURL, CI

APPALOOSA MANAGEMENT 

• Top new buys: TEVA, PFE, MYL, RF, CMA, MU, URI, AAL, CNC, JCP
• Top exits: SYF, HDS, BAC, VMW, USFD, C, GM
• Boosted stakes in AGN, PNC, FB, CFG, LUV, QCOM, WPZ, MHK, GOOG, KMI
• Cut stakes in WHR, AAPL, YHOO, ALL, GT, OC, HCA, DAL, WMIH, HAIN

BAUPOST GROUP

• Top new buys: MCK, CAH, SYT, ABC, SCAC, LEXEA
• Top exits: PYPL, OLN, VMW, KLXI, ODP, KIN
• Boosted stakes in AGN, SYF, FOXA, CLNS, CACC, TBPH, VSAT
• Cut stakes in LNG, CASC

BLUE RIDGE CAPITAL

• Top new buys: BAC, WFC, MIDD
• Top exits: INFO, DLTR, WBA, ALLE, CNX, LNG, FTV, ECA, GCP
• Boosted stakes in WLL, NKE, C, DVN, OAS, AYA, PXD, GS, AGN, GOOGL
• Cut stakes in ULTA, FLT, ADSK, AMZN, CHTR, KHC, GRA, CP, SWN, DHR

BERKSHIRE HATHAWAY

• Top new buys: LUV, MON, SIRI
• Top exits: DE, KMI, DNOW, LEE
• Boosted stakes in AAPL, DAL, UAL, AAL, BK
• Cut stakes in WMT, VZ

BRIDGEWATER ASSOCIATES

• Top new buys: UNH, AET, SPG, KORS, MCO, PPG, MFC, TSN, SLF, JPM
• Top exits: BMY, RCI, TU, ADBE, UPS, KO, MSI, MHK, HD, CAG
• Boosted stakes in TAP, GME, RHT, DKS, BLK, CTL
• Cut stakes in SPY, INTC, GILD, JNPR, AMAT, VFC, PFE, KSS, WHR

CORVEX MANAGEMENT

• Top new buys: YUMC, CRM, GOOGL, MO, BK, AMTD, ETFC
• Top exits: CCE, HAIN, CSOD, BIIB
• Boosted stakes in BAC, TMUS, JPM, MDCO, P, NOMD
• Cut stakes in SIG, WMB, JCI, COMM, BLL, MPC, PAH

DUQUESNE FAMILY OFFICE

• Top new buys: HAL, C, WFC, LYB, AA, JPM, YHOO
• Top exits: BABA, ABT, AVGO, ATVI, ABX, AMZN, AEM, HDB, ZTS, FB
• Boosted stakes in PNC, BAC, EOG, NUE, PXD, WMB, ACIU
• Cut stakes in PSTG, FCX, ABBV

ELLIOTT MANAGMENT

• Top new buys: ARNC, ADNT, NXPI, PAH, HCA, CTSH, NRG, GTYH, CNDT, THC
• Top exits: IPG, GEO, FCB, CXW, RAD, FTNT, HLF, NE, FBIO, VER
• Boosted stakes in MPC, BBL, ABG, SAH, GPI
• Cut stakes in AA, TSU, RYAAY

...MUCH MORE