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GOLDMAN: Hedge Fund Managers Love These 50 Stocks

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Goldman Sachs recently released its Hedge Fund Trend Monitor, a massive report detailing the fourth quarter investment moves made by the world's biggest hedge funds.

The big news was that Apple lost its spot as hedge funds' favorite stock.

Believe it or not, Apple got dethroned by AIG, the beleaguered insurance company that was at the center of the financial crisis.

AIG and Apple are constituents of Goldman's "Hedge Fund VIP (Very-Important-Positions)," a basket of 50 stocks that "mattered most" to hedge fund managers.  The all of the stocks rank among the top ten holdings of many of the biggest funds.

"While Very Important Positions that “mattered most” surged 23% last year, the typical fund returned just 8%, lagging the S&P 500 by over 800 bp," wrote Goldman.

50. Realogy Holding Corp.

Ticker: RLGY

No. of funds with stock as top 10 holding: 13

Sector: Real estate services

Equity cap: $6 billion

Percent of equity cap owned by hedge funds: 77%

Total return, over the past year: 8%

Source: Goldman Sachs



49. Pioneer Natural Resources

Ticker: PXD

No. of funds with stock as top 10 holding: 13

Sector: Oil and gas exploration and production

Equity cap: $16 billion

Percent of equity cap owned by hedge funds: 14%

Total return, over the past year: 22%

Source: Goldman Sachs



48. MetroPCS Communications

Ticker: PCS

No. of funds with stock as top 10 holding: 13

Sector: Wireless telecommunications services

Equity cap: $4 billion

Percent of equity cap owned by hedge funds: 31%

Total return, over the past year: 3%

Source: Goldman Sachs



See the rest of the story at Business Insider

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