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Analyzing River & Mercantile Asset Management LLP's Q3 vs Q4 2022 13F Holdings: Potential Implications of Changes Made.

Ava Hoppe | 19 April, 2023

In the world of finance, holding changes can reveal important information about an investment fund's strategy and outlook on individual companies. In this article, we will analyze the Q3 2022 vs Q4 2022 13F holdings comparison of River & Mercantile Asset Management LLP to understand the changes in their position and the potential implications of these changes.

First, let us briefly explain what the 13F form is. The 13F form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. These reports disclose their equity holdings as of the end of the quarter, along with certain useful data points such as the number of shares held and the total value of those shares.

Now, let us dive into the data presented in the CSV file. As we can see, River & Mercantile Asset Management LLP has made significant changes to its portfolio over the course of a single quarter, with notable moves being made in holdings of some of the largest and most well-known companies.

Starting with the winners, one of the most significant moves has been a 35.9% increase in River & Mercantile's holdings of Baker Hughes Company (BKR). They have also increased their holdings in Tencent Music Entertainment Group Ltd (0A2Z.IL) by 113.3% and Inc (AMZN) by 36.6%. These increases suggest that River & Mercantile sees bullish potential in these companies, and is willing to allocate more capital to these positions.

On the other hand, River & Mercantile has also made several notable reductions to its positions. The most significant being a 51.7% decrease in their holdings of McKesson Corp (MCK), followed by a 38.6% reduction in their holdings of PayPal Holdings Inc (PYPL) and a 31.2% reduction in their holdings of Procter & Gamble Co (PG). These decreases in shareholding suggest that River & Mercantile may not see as much potential for growth in these companies, at least in the short term.

It is worth highlighting that Citigroup Inc (C) has seen one of the sharpest decreases in holding, with a reduction of 11.6%. This is significant, especially considering that this is one of the top holdings of this fund, as listed in the CSV file. The drop in Citigroup's holdings suggests that River & Mercantile may feel that its current holding size is too large, or may have concerns about the bank's near term outlook.

Another trend to keep in mind is the shift to energy stocks. River & Mercantile has increased its holdings of both Baker Hughes Company (BKR) and Marathon Oil Corp (MRO), in addition to a notable increase of 43.9% in its position in CEMEX SAB DE CV. This suggests that River & Mercantile expects a potential upswing in the energy sector, which could be attributed to the rising demand for oil and gas as global economies begin to recover from the pandemic.

Moreover, we should also note that the holding changes made by River & Mercantile can be considered relatively small, with the largest change being a 51.7% decrease in McKesson Corp (MCK) holdings, which is still a relatively small holding in terms of total portfolio value. Therefore, it would be unfair to interpret these changes as a dramatic shift in investment strategy, but rather as changes made to optimize their holdings, reduce risk, and capitalize on potential opportunities in the market.

In conclusion, the Q3 2022 vs Q4 2022 13F holdings comparison of River & Mercantile Asset Management LLP demonstrates a dynamic and proactive approach to investing while ensuring the preservation of the fund's long-term growth. The changes made in holdings of different companies suggest that the fund sees potential in certain industries and is actively managing their risk through careful selection of where to allocate capital. Ultimately, the nature of financial markets is unpredictable, and it is important to stay informed about the holdings of investment funds to understand these moves better and to make informed investment decisions.

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