Hend.Fledge.Tst Share Discussion Threads

[veldt] 09/2/2011 18:33

I think you need someone to join you on your thread here as there haven't been any other posters for a while! Please keeep up the good work as this is a very interesting thread and an excellent idea to track some of the Hedge Funds. I was very interested in the Soros stake in Origo as I have been in Origo for a few months and I am surpised that it is not yet better known.

[praipus] 09/2/2011 15:45

Soros LLC is a signifcant holder in OPP chart added to post 1



ECWO have a 9% holding in OPP too and trade at a discount to NAV...double discount.

[praipus] 09/2/2011 10:48

David Einhorns recommended reading list, see post 3 for known holdings and charts.

[praipus] 05/2/2011 21:51

Einhorn buying USOTC:STBZ & NYSE:MIM added see post 3 for charts

[praipus] 05/2/2011 20:46

NYSE:HNR added to Soros's holdings and charts in post 1.

[praipus] 05/2/2011 19:40

Slowly adding charts to Soros's holdings in post 1.

[praipus] 01/2/2011 21:03

More Soros and Paulson holdings

[praipus] 28/1/2011 22:06

Jon827 following your links to LSE short selling disclosures a name popped up which caught my eye:



So I'm going to add them to post 9 the arbitrageurs thread. Many thanks.

[praipus] 28/1/2011 20:20

Thanks Jon827 I do use the London Stock Exchange site its very good. I also use:

For US RNS


For UK RNS



For trades


For trades and Euro quoted stocks

[snowyflake] 28/1/2011 09:50

Praipus - thanks- I'll do my best!!!

[praipus] 28/1/2011 09:41

Snowyflake I think until the number of posts increases you just have to hit the "Previous" button above.

Er..Have I answered your question?

[jon827] 28/1/2011 08:18

morning phil :)

[snowyflake] 28/1/2011 08:10

Praipus - Tried to access this very worthwhile site by using HFT epic code to no avail. Can you please advise on a simple route.

[philanderer] 27/1/2011 22:35

Well done Praipus, interesting thread . Evening Jon :-)

[hydrus] 27/1/2011 22:32

Yes well done Praipus this is a good idea.

[jon827] 27/1/2011 21:58

Good threads praipus, I will keep an eye out!

[praipus] 27/1/2011 21:26

Soros's fund buying 3% of KWL



see post 1 for other holdings.

[praipus] 25/1/2011 12:50

David Einhorn

Greenlight Capital, LP and Greenlight Capital Qualified, LP are both limited partnerships. The general partner of both of those limited partnerships is Greenlight Capital, LLC. David Einhorn controls Greenlight Capital, LLC.

Greenlight Capital Offshore, Ltd.'s investment managed is Greenlight Capital, Inc. David Einhorn controls Greenlight Capital, Inc.

Greenlight Reinsurance, Ltd.'s investment manager for the relevant account is DME Advisors, LP, a limited partnership. The general partner of DME Advisors, LP is DME Advisors GP, LLC. David Einhorn controls DME Advisors GP, LLC.

hxxp://www.marketfolly.com/2011/02/david-einhorns-recommended-reading-list.html

hxxp://www.marketfolly.com/2010/11/david-einhorn-talks-gold-apple-aapl.html

hxxp://www.insidermonkey.com/blog/tag/mi-devs-inc-mim/

hxxp://www.tickerspy.com/pro/Greenlight-Capital

UK

VOD, BP, PTEC, CNE, GLRE












USA LONG: MSFT, AAPL, GM, MRVL, BBY, CBS

[praipus] 25/1/2011 12:50

Paulson & Co., Paulson & Company Inc


John Paulson mentioned in the FT today for sending a letter to his shareholders boasting of a $1bn profit from Citigroup holding in his $36bn hedge fund.



Top ten holdings mentioned here





US RNS



UK RNS for AIM:CEY, MAB









Thanks to erpguru on the KWL thread

[praipus] 25/1/2011 12:50

Soros Fund Management LLP, SFM UK Management LLP, Quantum Partners LP, Soros LLC

Known holdings: SLE,FLYB,AUL,SCPA,LVD, TSXV:RLM, MRN.TSE, BNK,OPP,NY:PTM,TSX:PLG,NASDAQ:EXAR,NY:MLI, GAW, ALN, GO., IGR, HAMP, NASDAQ:GOOG, NYSE:DAL, NYSE:OC, AMEX:GLD, MOSB,JSG, PON, MANU, DSC, 3LEG, SPA, SERV, CWC, MXCP, SIGB, DGB

DGB



SIGB



MXCP


CWC


1Spatial SPA


Servocell SERV


































































Exit PVCS 13/12/2013

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Thanks to erpguru on the KWL thread

hxxp://www.thestreet.com/story/10760366/1/soros-paulson-hedge-fund-dollar-store.html
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StrollingMolby - 22 Jan'11 - 10:52 - 83 of 86


Soros Fund Management is obliged to file quarterly SEC 13F reports that detail all US-listed / USD-denominated holdings. Latest one is here hxxp://www.secinfo.com/durN1.rej.htm (need to scroll down a bit to the table) and next one is due by 15-Feb for 31-Dec-10 snapshot.

Also, Soros / Quantum are invested in:

BNK Petroleum hxxp://naturalgasforeurope.com/soros-investment-sends-positive-message-for-european-shales.htm

Marengo Mining hxxp://www.distressedvolatility.com/2010/01/quantum-partners-soros-owns-20-of.html

If I find anymore I'll post them here.

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kav133 - 22 Jan'11 - 13:07 - 85 of 86


Some more as of 3/31/2010 although Soros may have sold some in the meantime:

Petroleo Brasileiro S.A. (ADR) (PBR)


Hess Corporation (HES)


Suncor Energy Inc (USA) (SU)


Petroleo Brasileiro S.A Class A (PBR.A)...duplicate

Monsanto Co (MON)


InterOil Corporation (USA) (IOC)


Directv Group Inc (The) (DTV)


Verizon Communications Inc (VZ)


Plains Exploration & Production Co (PXP)



hxxp://www.hedgetracker.com/fund/Soros-Fund-Management

hxxp://www.mei.edu/Home/BoardofGovernors/AbbasFarouqZuaiter.aspx



hxxp://sixdegreesofgeorgesoros.com/quantum-group-of-funds/

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spp119 - 22 Jan'11 - 16:43 - 86 of 86


Praipus,

You may also note that there is a largish Quantum/Soros investment in a Canadian O&G start-up company called Petromanas Energy preparing to explore in Albania.

It is listed in Toronto as PMI.V .



spp119

PS - I understand that there is also a participation element in a consortium with Perenco/Addax & Oando which is bidding for a major Nigerian onshore field, formerly owned and being auctioned off by Shell. Results presumably out this week.

[praipus] 25/1/2011 12:50

The purpose of this thread is to track hedge fund activities for us (Private Investors) mutual benefit. If you know of, follow or just track a hedge fund you think is of interest I will designate one particular post to their holdings and activities and keep an index in the header.

Post----------------------Hedge Fund
1.------------------------Soros/Quantum Partners LP
2.------------------------Paulson & Co
3.------------------------David Einhorn
35.-----------------------Ray Dalio/Bridgewater Associates
108.----------------------Odey Asset Management
114.----------------------Dan Loeb's Third Point Offshore Investors Limited
146.----------------------AQR
37.-----------------------Other Hedge Funds

29.-----------------------Hedge Fund News URL's

For systematic value investment strategy funds
thread.