Fund Managers Take Notice: Acorn Advisory Capital LP's Q2 2019 vs Q3 2019 13F Holdings Comparison Reveals Surprising Changes

The world of fund management is constantly evolving. As the markets ebb and flow, so do the investments made by fund managers. This is where quarterly reports come into play. The 13F Holdings Comparison report, for example, details the stocks a fund has bought or sold in comparison to the previous quarter.

One fund that has some surprising changes in holdings between Q2 2019 and Q3 2019 is Acorn Advisory Capital LP. The fund, which manages nearly $1 billion in assets, made some significant moves during the third quarter that should be of interest to fund managers.

Here is a breakdown of Acorn Advisory Capital LP's Q2 2019 vs Q3 2019 13F Holdings Comparison:

One of the biggest changes in holdings made by the fund was in Energy Transfer LP. In Q2 2019, the fund held 849,718 shares in the company. However, in Q3 2019, this number increased by 74,800 shares, meaning the fund now holds 924,518 shares. This represents an increase of 1.1% and suggests that the fund has faith in the company's future growth.

Another significant move was in MPLX LP. The fund increased its holdings in the company by 67,700 shares, going from 217,800 shares in Q2 2019 to 285,500 shares in Q3 2019. This represents a 14.1% increase and shows that the fund is bullish on the company's future prospects.

Acorn Advisory Capital LP also made some interesting moves in the tech sector. The fund reduced its holdings in Amazon.com Inc by 8.3%, going from 4,450 shares to 4,450 shares. Meanwhile, its shares in NVIDIA Corporation increased from 0 to 8,400 shares, and its holdings in Marvell Technology Group Ltd increased by 4.6%.

The fund also made some changes in the healthcare sector, with increased holdings in Zoetis Inc (up 48.9%) and reduced holdings in Walt Disney Co (down 6.7%).

Overall, Acorn Advisory Capital LP's Q2 2019 vs Q3 2019 13F Holdings Comparison report suggests that the fund is bullish on the future growth prospects of Energy Transfer LP and MPLX LP, while also showing some interesting moves in the tech and healthcare sectors.

It is important to note, however, that the 13F Holdings Comparison report only covers a limited window of time (three months) and should not be taken as an indicator of long-term investment strategies. Nonetheless, the report does offer some insights into the thinking of fund managers and can be a useful tool for investors looking to stay up-to-date on market trends.

In conclusion, fund managers take note: Acorn Advisory Capital LP's Q2 2019 vs Q3 2019 13F Holdings Comparison report reveals some surprising changes in holdings across various sectors. While these changes should not be taken as a definitive indicator of long-term investment strategies, they do offer some insights into the thinking of fund managers in a constantly evolving market.