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 |
|---|---|---|---|
“We note that Huntington Bankshares (HBAN) completed its stock merger with CADE in the quarter, and we retained and added to our position in the merged company.” | Q1 2026 Apr 15, 2026 | Preview | |
“Concentrated financials fund betting on regional bank re-rating led by First Citizens Bancshares following transformative SVB acquisition. Manager sees banks...” | Q3 2023 Oct 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HBAN.(1 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.