Form PF is part of a wider series of global regulatory initiatives designed to provide greater disclosure, transparency and responsibility when it comes to how monies are being handled on behalf of investors. On the surface, Form PF may appear to be another very challenging regulatory hurdle for many players. Nevertheless, if approached promptly and effectively, it can present advisers with multiple opportunities. By offering advisers a more detailed view of their relationships with key clients, insights into their risk management and performance strengths and weaknesses, advisors can effectively improve their dealings with existing and prospective investors.

In light of this regulatory mandate, we have published a Form PF industry brief which provides the reader with:

• An overview of the implications of Form PF and associated background
• The opportunities which can be realized by remaining compliant
• A comprehensive view into why data sourcing, collection and verification must remain high on the priority list

Click here to download your copy of the briefing.

This report identifies the top 30 hedge funds as of Q1 2012 and analyzes their equity portfolios by sector, market cap, and individual stocks.  Source: Thomson Reuters Ownership Content Specialists Group

Thomson Reuters Ownership Intelligence offers free access to industry reports, investor profiles, job movements of investment professionals, and much more. Follow us on Twitter.

By Joseph Griesbeck, CFA - Editor, Ownership Intelligence

Hedge fund Taconic Capital reported a roughly 5 percent stake in CA Inc and said it was in talks with the business software maker’s management about its business strategy. By holding 25.4 million CA shares, the activist investor’s 5% stake is valued at more than $500 million and is currently trading up almost 5%.

This investor profile identifies the fund’s top holdings and provides an investment approach of its public equity holdings.

See full profile here.

Highlights include:

• Taconic invests 35% of its public equity holdings in the Tech sector. The CA position is 17% of its portfolio.
• The next top holdings are in Goodrich and Motorola Mobility, both worth at least $320 million
• 56% of its holdings are Large Cap stocks
• It used to own a significant position in XTO Energy before it was bought by Exxon in 2010

 

Thomson Reuters Ownership Intelligence offers free access to industry reports, investor profiles, job movements of investment professionals, and much more. Follow us on Twitter.

 

Thomson Reuters Ownership Intelligence offers free access to industry reports, investor profiles, job movements of investment professionals, and much more. Follow them on Twitter.

George Soros announced today that he would close his hedge fund to outsiders and continue managing only family money. Our investor profile gives a one page overview of the fund’s investment approach and equity holdings as of its latest public filing at the end of Q1 2011.

Highlights include:

• 19% of equity holdings in Technology
• No investment in Utilities companies
• Top 3 stocks held: Adecoagro, Interoil, and Motorola
• Large sell ($650mm) in Gold ETF
• Largest net purchases in Health Care sector

 

Joseph Griesbeck is the editor of Thomson Reuters Ownership Intelligence where he is responsible for publishing industry reports that focus on debt and equity security ownership. Joining the company in 2006, he is also an Associate Director in the Thomson Reuters On Demand business, providing customized analytics using Thomson Reuters’ extensive content sets. He is a Chartered Financial Analyst charterholder.