Hedge Funds Focus on Consumer Goods

Quarterly 13F filings can tell investors a multitude of things about hedge funds' historical stock picks, but there's another, lesser-used way to parse down the data. By grouping filers' long holdings according to sector we can begin to understand the smart money's entire consciousness.

Call it sentiment, consensus or whatever -- it's going to give you insight as to where the world's richest investors are placing their assets in the equity market. In previous quarters, we've seen hedge funds have a penchant for technology, a love of insurance providers and even an obsession with banking stocks that trade at low price-to-book values....659 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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