Finally got most of the 13f filings for the 3rd Quarter. More work to do on Monday when back in NYC. Here's a quick sort of the biggest winners and losers among institutional investors. Some of these big changes were because of new names for old funds eg Nomura. Some funds were going out of business. Some scooped up huge new accounts it looks like. The changes in stocks is shown just for the 13f filers so by no means complete but it should be directionally correct. A combination of capital gains and purchases.
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