A Crucial Peek Into Their Portfolios

While the next couple of weeks will be watched closely by the markets as Election Day approaches, I'm looking forward to the week after Nov. 6. That's when investment funds are set to start filing their third-quarter 13F filings with the SEC, which will show what stocks these funds have been buying and selling. Examining 13Fs is one of my favorite activities -- after all, there are tens of thousands of stock to choose from, and these are perhaps the best stock screens available to investors. I have about a dozen or so investors I follow, but with this upcoming batch of filings I am particularly interested in a few particular names.

Hewlett-Packard (HPQ) is one stock that I will be looking for in the 13F from Baupost, the wildly successful hedge fund run by value investor Seth Klarman. Several quarters ago, Klarman disclosed a meaningful new stake in HP. So far, HP shares have been a huge disappointment, having lost more than 20% in the third quarter nearly 50% so far in 2012....413 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.