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 |
|---|---|---|---|
“Brighthouse Financial (BHF) fell from $51.54 to $43.34. In successive quarters,...” | Q2 2024 Jun 30, 2024 | Preview | |
“Diamond Hill's Small-Mid Cap and Mid Cap strategies posted mixed Q1 2023 performance, with both underperforming their respective benchmarks. The portfolios maintain...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BHF.(7 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.