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 also added holdings in consumer goods company Procter & Gamble and Citizens Financial Group, a regional bank.” | Q1 2026 Mar 31, 2026 | Preview | |
“Olstein believes market leadership is rotating from overvalued Magnificent Seven stocks to undervalued companies across financials, industrials, and materials. The firm is...” | Q4 2023 Feb 8, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CFG.(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.