Everyone who follows me knows I look at special quarterly reports called 13F forms that are filed with the SEC by large institutions and hedge funds.
For those of you who are new around here, 13F filings tend to give us a blueprint of the top hedge fund stocks. So that includes all the things they're buying, selling and holding… even how many trades they have long or short.
So now we're able to tell what exposure there is to large positions.
But what I look at are the positions the fastest-gaining funds — whether they're doing great or not — have in common. So I take the top hedge fund stocks and put them in order for you.
And depending on how you interpret the latest ones, I might have some bad news for you guys this time...
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