Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Matrix Dividend Income | - | - | AEP, AMAT, BK, CMCSA, CSCO, DG, FDX, FI, GNRC, LOW, MS, PEP, PNC, PYPL, QCOM, SBUX, TEL, TGT, TMO, UNH | dividends, financials, tariffs, technology, value, volatility | The administration's reciprocal tariffs announced on April 2 caused significant market volatility, with stocks falling more than 12% before recovering on a 90-day postponement announcement. The ultimate resolution of reciprocal tariff negotiations remains the biggest risk, with potential for short-term bumps that could hurt the economy and equity market. | FI AMAT |
View |
| 2025 Q2 | Aug 7, 2025 | Matrix Large Cap Value Strategy | - | - | AEP, AMAT, BK, CMCSA, CSCO, DG, FDX, FI, GNRC, LOW, MS, PEP, PNC, PYPL, QCOM, SBUX, TEL, TGT, TMO, UNH | dividends, financials, large cap, tariffs, technology, value, volatility | The administration's reciprocal tariffs announced on April 2 caused significant market volatility, with stocks falling more than 12% before recovering on a 90-day postponement announcement. The biggest risk going forward continues to be the ultimate resolution of reciprocal tariff negotiations, which could hurt the economy and equity market if not resolved favorably. | UNH FI AMAT AMAT |
View |
| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Growth & Income Fund | - | - | ABBV, ABT, ACN, AVGO, CARR, DUK, ETN, GLW, GS, JPM, KO, LRCX, MCD, MDLZ, MSFT, ORCL, PG, PNC, RTX | AI, financials, growth, healthcare, income, large cap, semiconductors, technology | AI deployment continues to drive market performance with the Magnificent Seven up over 17%. The fund reduced AI exposure to neutral levels after taking profits, citing concerns about market concentration in this single catalyst. AI infrastructure spending by major tech companies continues to rise, supporting companies like Corning, Oracle, and Broadcom. | LRCX ABBV AVGO ORCL GLW ETN |
View |
| 2024 Q2 | Jun 30, 2024 | Carillon Eagle Growth & Income Fund | - | - | ADI, AVGO, AZN, CVX, ETN, GS, HD, JPM, MDT, MRK, MSFT, ORCL, PLD, PNC, PPG, TGT, TXN | AI, dividends, growth, large cap, Quality, semiconductors, technology | Technology stocks driven by artificial intelligence trend fueled remarkable S&P 500 performance in first half of 2024. Broadcom is a key beneficiary of AI spending which continues to accelerate. Oracle signed dozens of new customers including two leaders in generative artificial intelligence with strong growth appearing poised to accelerate. | View | |
| 2026 Q1 | Apr 21, 2026 | Brandes Core Plus Fixed Income Fund | 0.1% | 0.1% | BAC, GOOGL, GS, IRM, JPM, KSS, PNC, USB | Corporate Bonds, credit, duration, fixed income, inflation, private credit, Treasuries | View | ||
| 2025 Q1 | Mar 31, 2025 | Cullen Enhanced Equity Income Fund | 5.8% | 5.8% | AAPL, AMZN, BCE, BMY, CVX, DOC, DOW, GOOGL, KDP, META, MO, PM, PNC, RIO, TFC, TRV, TSLA, UPS, VICI, VZ | AI, dividends, growth, income, tariffs, value, volatility | The strategy is positioned for a potential secular shift from Growth to Value stocks, with Value trading at a 94% discount to Growth versus the historical average of 57%. Value defensive sectors like Healthcare and Consumer Staples are trading at historically low valuations, presenting compelling opportunities. | PNC KDP |
View |
| 2025 Q1 | Mar 31, 2025 | The Gabelli Dividend Growth Fund | 1.5% | 1.5% | AAPL, AMZN, C, GOOGL, HPE, JPM, KR, MDLZ, MRK, NEM, PNC, TMUS, V, WFC, ZBH | dividends, financials, healthcare, tariffs, technology, value | The quarter was dominated by concerns about President Trump's tariff announcements, with levels announced on April 2nd being beyond almost any expectations. This led to broad-based declines in equity markets and created significant market uncertainty. | View | |
| 2024 Q1 | Mar 31, 2024 | Carillon Eagle Growth & Income Fund | - | - | AMGN, AMT, AVGO, CVX, ETN, GS, HD, JPM, MCD, MDLZ, MRK, MSFT, PNC, UNH, UNP | AI, dividends, growth, income, inflation, large cap, technology | The market continued to show excitement around AI and the potential earnings growth that should come with it. AI appears to be a very real, once-in-a-generation tech trend that is likely only in the early innings. However, there has been overexcitement in some areas that may not be able to deliver on the promises management teams are making. | View | |
| 2025 Q4 | Feb 18, 2026 | The Gabelli Dividend Growth Fund | 5.2% | 18.8% | AIG, AMZN, C, GOOG, IP, MDLZ, MRK, MS, NEM, ORCL, PNC, PRGO, SATS, WFC | AI, dividends, financials, gold, healthcare, value | AI euphoria faded in Q4 but companies in the AI ecosystem continued to deliver impressive results against high expectations. Concerns mounted around ever-increasing capex outlays and financing of sizable capex commitments. The commoditized see-saw battle among five major LLMs for next generation model leadership continues. The Fund focuses on dividend-paying stocks and benefited from M&A activity and a large position in gold miner Newmont. Despite a modestly defensive posture throughout 2025, the Fund benefited from appreciating stocks that were sized as larger positions. Gold had its best year with the price of gold benefiting the Fund's position in gold miner Newmont, which was one of the top contributors. Gold served as an inflation hedge and store of value amid macroeconomic uncertainty. | NEM MS GOOG |
View |
| 2025 Q4 | Feb 12, 2026 | RS Large Cap Val Strategy | 5.8% | 16.2% | C, CHKP, ETN, GOOGL, KEY, MDLZ, PNC, REGN, SEE, TEVA, ZBRA | AI, Data centers, financials, Grid Upgrade, healthcare, large cap, ROIC, value | AI has been a key theme driving popular equity indexes higher and creating unusual market dynamics with elevated concentration risk. The rapid integration of artificial intelligence may drive significant long-term productivity gains and provide a counterweight to softening employment conditions and inflationary pressures. Value stocks outperformed growth counterparts in Q4, with the Russell 3000 Value Index gaining 3.8% versus 1.1% for growth. The team sees intriguing investment opportunities in value-oriented stocks that are being largely ignored, creating an attractive backdrop for stock pickers. Strong demand for data centers has accelerated sales for companies like Eaton Corporation. The buildout of AI-associated data centers is driving increased demand and margin improvements for companies benefiting from this infrastructure spend. The need for upgraded electric grids has accelerated demand for Eaton's products. The process of electrification and grid investment should provide improvements in ROIC along with additional benefits from AI infrastructure spend. | ETN SEE |
View |
| 2024 Q4 | Dec 31, 2024 | The Gabelli Dividend Growth Fund | 0.5% | 11.3% | AAPL, AMZN, C, JPM, KR, MDLZ, MRK, NEM, NFLX, PNC, TMUS, V, WFC | AI, financials, growth, interest rates, regulation, technology, value | Financial sector performed strongly in Q4 with 7.0% gain and 20% for 2024. Higher long-term rates and favorable yield curve steepening benefited banks. Expectations of easier regulatory policy under new administration supported large cap financial stocks. | View | |
| 2023 Q4 | Dec 31, 2023 | Matrix Dividend Income | 0.0% | 0.0% | AEP, BK, CMCSA, GILD, JPM, MDT, MSFT, PNC, UNP, USB | dividends, financials, income, large cap, value | The portfolio focuses on high-quality companies that pay strong dividend yields with a long history of continually growing those dividends. The strategy generated high current and growing income with a 3.10% dividend yield and 6.43% average annual dividend growth. | View | |
| 2023 Q4 | Dec 31, 2023 | Carillon Eagle Growth & Income Fund | - | - | AVGO, AZN, BLK, CVX, FDX, GPC, JPM, MSFT, NOC, PNC | AI, banks, dividends, energy, rates, technology, value | Broadcom appears to be one of the first real beneficiaries of generative artificial intelligence with meaningful revenue expected to show up in 2024. Microsoft's Azure cloud business has seen AI contribute strongly to its growth. | View | |
| 2025 Q3 | Nov 5, 2025 | ClearBridge Investments Large Cap Value | - | - | AMT, AMZN, APD, AVGO, CMCSA, CVS, DE, GOOGL, HLN.L, INTC, JNJ, MCHP, ORLY, PNC, SRE, TMO, TSM, UNH, USB, WEC | AI, healthcare, Outperformance, Quality, semiconductors, technology, Utilities, value | The massive surge in spending on artificial intelligence continues to bolster chip providers like Broadcom, whose custom-designed chips are gaining broader adoption with hyperscalers. Taiwan Semiconductor leads in advanced semiconductor manufacturing with dominant market share in leading-edge nodes being adopted by nearly all major AI companies. The Strategy neutralized the powerful AI trade by initiating positions in Taiwan Semiconductor and Amazon.com while increasing Alphabet position. | View | |
| 2023 Q3 | Nov 10, 2023 | Gator Capital Management | 10.8% | 24.3% | AAIC, AX, BOH, CFG, FCNCA, FITB, GNW, HBAN, JXN, MTB, OFG, PGR, PNC, RF, TFC, USB, VNO, WAL | Banking, financials, M&A, Regional Banks, value | First Citizens Bancshares represents the fund's largest position, acquired through strategic M&A including the SVB acquisition. The manager believes regional banks trade at historically low valuations and expects the group multiple to re-rate higher as the industry works through higher interest rates and the credit cycle peaks. First Citizens is positioned well for higher rates with a liquid balance sheet and balanced loan portfolio. | FCNCA |
View |
| 2025 Q3 | Oct 19, 2025 | Carillon Eagle Growth & Income Fund | - | - | ABBV, ABT, ACN, AVGO, CARR, DUK, ETN, GLW, GS, JPM, KO, LRCX, MCD, MDLZ, MSFT, ORCL, PG, PNC, RTX | AI, financials, growth, healthcare, income, large cap, semiconductors, technology | AI deployment continues to drive market performance with the Magnificent Seven up over 17%. The fund maintains exposure to AI infrastructure leaders like Corning, Oracle, and Broadcom, though managers reduced AI exposure to neutral levels after taking profits due to concentration concerns. | View | |
| 2025 Q3 | Oct 17, 2025 | Hosking Partners | 3.4% | 6.1% | 0700.HK, BABA, BAC, BTU, C, CFG, CRDA.L, DGE.L, FCX, HBAN, JEF, KWR, LXS.DE, LYB, NVDA, PNC, RCO.PA, RI.PA, SYNT.L, WFC | AI, broadening, Capital Cycle, China, Japan, Mining, small caps, value | The strategy sees speculative excess in AI with hyperscalers dramatically increasing capital bases for datacentres, creating a classic capital cycle with real risk of over-build. Nvidia represents 8% of S&P 500 and 5% of MSCI ACWI, creating alarming concentration. The AI bet must pay off given the weight in global indices. | SAGA LN FCX US |
View |
| 2024 Q4 | Jan 8, 2025 | Matrix Dividend Income | - | - | AMGN, BDX, BK, CSCO, DG, GILD, HUM, MS, PEP, PNC, UNH | dividends, financials, growth, healthcare, rates, technology, value | Manager expects Value stocks to outperform Growth after more than a decade of underperformance. They anticipate market rotations and regression to the mean for Growth stocks, creating favorable conditions for Value investing. | PEP DG AMGN |
View |
| 2024 Q4 | Jan 8, 2025 | Matrix Large Cap Value Strategy | - | - | AMGN, BDX, BK, CSCO, DG, GILD, HUM, MS, PEP, PNC, UNH | dividends, financials, growth, healthcare, inflation, rates, technology, value | Manager expects Value to outperform Growth after more than a decade of underperformance. They anticipate market rotations in 2025 and a regression to the mean for Growth stocks, creating a favorable environment for Value investing that would provide a tailwind for Matrix's portfolios. | PEP DG AMGN |
View |
| 2025 Q4 | Jan 26, 2026 | Davis Financial Fund | 0.0% | 29.3% | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value | Banks continue to represent the majority of holdings with strong tailwinds across credit, spreads, expenses, and regulation. Interest spreads have begun widening as fixed rate assets roll over at higher yields, revealing attractive economics of low-cost deposit franchises. Many banks are generating returns on tangible equity in the mid-to-high teens with management targets suggesting sustainability in the medium term. Capital markets firms were among the drivers of S&P Financials Index performance and contributed to fund outperformance. The regulatory environment has been moving in a favorable direction with capital rules being finalized that are far less onerous than under the prior administration. Regulators are more willing to consider M&A transactions with relief on certain supervisory limitations. Property & casualty reinsurers were added to the portfolio as capital was redeployed from trimmed bank positions. Pricing trends in insurance markets have been strong in recent years. Chubb has consistently generated returns on equity comfortably ahead of the industry owing to advantaged lines of business with disciplined underwriting and operating culture. Payments and consumer lending companies were the biggest contributors to relative performance including Capital One, American Express and Rocket Companies. Capital One's transformational acquisition of Discover Financial closed with anticipated annual cost synergies of $1.5 billion and network synergies of $1.2 billion from transitioning card volumes into Discover's networks. Financial stock valuations have begun to reset higher with price-to-tangible book value multiples expanding by over 70% on average in the past three years. The portfolio in aggregate is valued at approximately 13x this year's earnings, representing a significant discount to both the broader S&P 500 Index and S&P Financials Index. | CB WFC COF |
View |
| 2025 Q4 | Jan 23, 2026 | American Century Equity Income Fund | 1.8% | 11.9% | BDX, EPD, GOOGL, JNJ, JPM, MCD, MCHP, MDLZ, MDT, MMC, MU, NSC, PEP, PNC, RHHBY, SYY, TFC, UL | Consumer Staples, dividends, financials, healthcare, Quality, value | The fund continues to focus on higher-quality companies with stable revenues and profits, low indebtedness, resilient cash flows and predictable business models that are less sensitive to economic conditions. This approach is viewed as offering resilience amid continuing inflation and uncertain macroeconomic conditions. Healthcare led all sectors in the fourth quarter after being beaten down for much of the year. The fund remains keen on healthcare stocks, particularly those in the healthcare equipment and supplies industry, because they are attractively valued and demand tends to be less susceptible to changes in the economic environment. The fund's investment objective focuses on current income and long-term capital growth, with a strategy of investing in companies believed to be undervalued. The portfolio positioning emphasizes income generation through dividend-paying stocks and preferred securities. | View | |
| 2025 Q4 | Jan 19, 2026 | Carillon Eagle Growth & Income Fund | 0.0% | 0.0% | ADI, AVGO, AZN, DUK, ETN, GS, HD, JPM, KO, LRCX, MCD, MSFT, ORCL, PG, PNC, RTX, TMUS | AI, Capital markets, earnings, growth, large cap, semiconductors, technology | AI-related investment remains robust and has the potential to broaden its impact across industries. The AI super-cycle continues to provide powerful support, yet it carries risks. Investor willingness to underwrite aggressive AI spending has cooled somewhat, and the debate over whether we are in an AI bubble has increased. Lam Research benefitted from improving sentiment regarding the importance of its products within the semiconductor capital spending market. As a leading provider of equipment tied to memory requirements for AI, Lam Research could have a long and healthy path to growth. Analog Devices pushed toward new all-time highs after solid earnings gave investors confidence that the analog cycle is now beyond its bottom. Earnings growth was the clear engine of the market's advance in 2025. Forward S&P 500 earnings are projected to rise 16% in 2026 over 2025. Bloomberg projects S&P 500 EPS growth of 16% in 2026, up from 15% in 2025 with 7 of 11 sectors expected to deliver double-digit gains. Goldman Sachs Group's shares contributed to fourth-quarter performance due to positive financial results, coupled with increased optimism regarding capital markets activity heading into 2026. Goldman Sachs maintains one of the strongest global merger and acquisition advisory and trading, with increased activity in M&A, initial public offerings, and debt issuance activity directly boosting its financial performance. | View | |
| 2023 Q1 | Aug 5, 2023 | Matrix Dividend Income | 0.0% | 0.0% | AEP, AMZN, APD, BK, EBAY, HD, KMB, KO, MDT, MTB, PARA, PNC, SLB, TFC, TSN, UNP, USB | Banking, dividends, financials, healthcare, rates, technology, value | Three U.S. banks failed in March, creating market volatility and concerns about banking system stability. Manager believes the selloff in regional bank stocks is overdone and will be short-lived, expecting strong rebounds in high-quality financials. Portfolio includes well-capitalized banks like PNC Financial that are likely to gain market share. | SUNP IN PNC |
View |
| 2023 Q1 | Aug 5, 2023 | Matrix Large Cap Value Strategy | 0.0% | 0.0% | AEP, AMZN, APD, BK, EBAY, HD, KMB, KO, MDT, MTB, PARA, PNC, SLB, TFC, TSN, UNP, USB | Banking, dividends, financials, healthcare, rates, technology, value | Three U.S. banks failed in March including Silicon Valley Bank, creating concerns about banking system stability. Manager believes the selloff in regional bank stocks is overdone and will be short-lived, expecting strong rebounds in high-quality financials. Added PNC Financial and increased positions in other regional banks during the quarter. | SUNP IN PNC |
View |
| 2023 Q2 | Jul 31, 2023 | Third Point Offshore Fund | 1.1% | -3.0% | 9988.HK, AMZN, BBWI, CRM, CSTM, DD, DHC, DHR, FIS, FYBR, GLEN.L, HTZ, IFF, MSFT, NVDA, PCG, PNC | activism, credit, Equity, Long/Short, Structured | View | ||
| 2023 Q1 | Mar 31, 2023 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, AIG, AMZN, BAC, COF, DEO, GOOGL, JNJ, JPM, LIN, MET, META, MSFT, NVDA, ORCL, PFE, PNC, SAP, TSLA, UNH, USB | Banking, dividends, financials, interest rates, Quality, value | The strategy emphasizes high-quality dividend compounders as particularly well-suited for the current environment of potentially higher interest rates for longer. Healthy dividends provide cushion in volatile markets and can benefit from dividend growth to offset inflation and preserve purchasing power. | View | |
| 2023 Q4 | Jan 30, 2024 | Gator Capital Management | 10.8% | 24.3% | AAIC, AX, BOH, CFG, FCNCA, FITB, GNW, HBAN, JXN, MTB, OFG, PGR, PNC, RF, TFC, USB, VNO, WAL | Banking, financials, interest rates, M&A, Regional Banks, value | Fund is heavily concentrated in regional banks, particularly First Citizens Bancshares as the largest position. Manager believes regional banks trade at historically low valuations and expects the group multiple to re-rate higher as the industry works through higher interest rates and the credit cycle peaks. First Citizens is positioned well for higher-for-longer rates with a liquid balance sheet and balanced loan book. | FCNCA |
View |
| 2024 Q4 | Jan 17, 2025 | Carillon Eagle Growth & Income Fund | - | - | AVGO, BBY, BLK, CVX, EMN, ETN, GS, JPM, MCD, MDLZ, MSFT, PG, PLD, PNC, TGT, WMB | AI, dividends, energy, financials, growth, income, large cap, technology | AI continued to drive market performance throughout 2024, with excitement around artificial intelligence remaining strong. Broadcom benefited significantly from expansion in addressable market for custom AI silicon offerings, positioning as a leader in data center connectivity and custom silicon for AI spending growth. | View | |
| 2023 Q2 | Jan 7, 2023 | Manole Capital Management | 0.0% | 0.0% | AAPL, AMZN, BAC, COF, GOOGL, INTU, JPM, MA, META, MSFT, NVDA, PACW, PNC, PYPL, SCHW, SQ, SYF, USB, V, WFC | Banking, credit, Digital Wallets, Federal Reserve, Fintech, inflation, payments, technology | Manager discusses digital wallets, P2P payments, and how fintech companies like PayPal and Square are trying to become online banks. Emphasizes transaction-based businesses with recurring revenue as preferred investments over traditional credit-sensitive banks. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | Matrix Dividend Income | PNC Financial Services Group | Financials | Regional Banks | Bull | NYSE | asset management, banking, Credit risk, dividend, fee income, financials, regional banks, Treasury Services, Value | View Pitch |
| Apr 27, 2026 | Fund Letters | Matrix Large Cap Value Strategy | PNC Financial Services Group Inc | Financials | Regional Banks | Bull | NYSE | asset management, Credit risk, dividend, financials, National Expansion, regional banks, technology, Treasury Services | View Pitch |
| Apr 13, 2026 | Fund Letters | Cullen Enhanced Equity Income Fund | PNC Financial Services Group | Financials | Regional Banks | Bull | NYSE | asset management, Commercial Banking, dividend, financials, M&A Integration, organic growth, regional bank, retail banking | View Pitch |
| Mar 29, 2026 | Seeking Alpha | Seeking Alpha | The PNC Financial Services Group, Inc. | Financials | Regional Banks | Bull | New York Stock Exchange | dividend yield, earnings growth, Macroeconomic Risks, net interest income, operating leverage, PNC Financial Services, regional banks, revenue increase, shareholder returns, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| David Hoeft | Dodge & Cox | $185.3B | $2.9M | 0.00% | 14,000 | -65 | -0.46% | 0.0031% |
| Andreas Halvorsen | Viking Global Investors | $37.7B | $1.5B | 4.04% | 7,287,068 | -669,698 | -8.42% | 1.6133% |
| Tom Russo | Gardner Russo & Quinn | $9.3B | $782,738 | 0.01% | 3,750 | -200 | -5.06% | 0.0008% |
| Irving Kahn | Kahn Brothers | $560.9M | $471,103 | 0.08% | 2,257 | +800 | +54.91% | 0.0005% |
| Chris Davis | Davis Selected Advisers | $22.2B | $110.6M | 0.50% | 530,089 | -473,545 | -47.18% | 0.1174% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $809,246 | 0.00% | 3,877 | -121,600 | -88.37% | 0.0009% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $5.3M | 0.01% | 25,547 | +3,700 | +82.22% | 0.0057% |
| David Katz | Matrix Asset Advisors | $1.1B | $39.9M | 3.58% | 191,080 | +668 | +0.35% | 0.0423% |
| Ray Dalio | Bridgewater Associates | $27.4B | $6.1M | 0.02% | 29,441 | -54,701 | -65.01% | 0.0065% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $459,206 | 0.00% | 2,200 | -9,600 | -81.36% | 0.0005% |
| Israel Englander | Millennium Management LLC | $233.2B | $14.6M | 0.01% | 69,771 | -215,312 | -75.53% | 0.0154% |
| Jeremy Grantham | GMO LLC | $39.1B | $13.5M | 0.03% | 64,515 | -4,298 | -6.25% | 0.0143% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $430.6M | 0.34% | 2,062,804 | -36,308 | -1.73% | 0.4567% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $7.4M | 0.01% | 35,312 | -46,261 | -56.71% | 0.0078% |
| Cliff Asness | AQR Capital Management | $190.6B | $861.8M | 0.45% | 4,128,991 | -296,914 | -6.71% | 0.9141% |
| Oliver Murray | Brandes Investment | $13.1B | $166.5M | 1.27% | 797,827 | +13,675 | +1.74% | 0.1766% |
| Mario Gabelli | GAMCO Investors | $10.4B | $30.4M | 0.29% | 145,876 | -1,395 | -0.95% | 0.0323% |
| Clint Carlson | Carlson Capital | $281.3M | $793,174 | 0.28% | 3,800 | -600 | -13.64% | 0.0008% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $900,879 | 0.02% | 4,316 | +500 | +13.10% | 0.0010% |
| Bob Wyckoff | Tweedy Browne CO LLC | $1.2B | $1.3M | 0.10% | 6,068 | +864 | +16.60% | 0.0013% |
| Rich Handler | Jefferies | $19.3B | $1.2M | 0.01% | 5,628 | -4,671 | -45.35% | 0.0012% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $50.5M | 0.14% | 241,766 | -8,648 | -3.45% | 0.0535% |