Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“East West Bancorp: Solid EPS beat on higher NII, driven by expanding net interest margin and fee income from their wealth management business. However, non-interest expense...” | Q2 2026 Jul 28, 2026 | Preview | |
“Miller/Howard's Income-Equity strategy delivered strong dividend growth metrics in 2024, with over 90% of holdings announcing dividend increases versus only 50% for the Russell 1000 Index. The average dividend...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EWBC.(3 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
