Seven Post Investment Office LP's Q3 2022 vs. Q4 2022 13F Holdings: A Closer Look at Changes and Opportunities

The Seven Post Investment Office LP is a well-known hedge fund that specializes in long-term investing. They recently released their Q3 2022 vs. Q4 2022 13F holdings comparison, which highlights the changes in holdings for the fund. In this article, we'll take a closer look at the changes and what they might mean for the fund going forward.

First, let's take a quick look at what a 13F filing is. The Securities and Exchange Commission (SEC) requires all institutional investment managers with over $100 million under management to file a Form 13F each quarter. This filing requires the manager to disclose their holdings of publicly-traded stocks, as well as other securities like options and exchange-traded funds (ETFs).

Now let's dive into the holdings comparison. Notable changes in the fund's holdings include an increase in shares of Vanguard Index FDS' VNQ, SPDR S&P 500 ETF TR's SPY, and Vanguard Tax-Managed FDS' VEA. These increases suggest that the fund is bullish on these sectors and is looking to increase exposure to them.

One interesting change is the decrease in shares of Equity Residential's EQR. It's unclear why the fund has decreased its holdings in this stock, but it could be a sign that the fund is becoming less bullish on the real estate sector.

The fund has also increased its holdings in some individual stocks, such as Berkshire Hathaway Inc. (BRK-A & BRK-B), Salesforce Inc. (CRM), and Mastercard Incorporated (MA). These changes suggest that the fund is still bullish on large-cap tech and financial stocks.

In terms of options, the fund has purchased puts in CrowdStrike Holdings Inc. (CRWD), which may indicate that the fund believes the stock is due for a correction. Additionally, the fund has sold some options on Vertex Pharmaceuticals Inc. (VRTX), indicating that they may be bullish on the stock.

Overall, the changes in holdings for the Seven Post Investment Office LP suggest that the fund is remaining bullish on the market despite some recent volatility. It's clear that the fund sees opportunities in both individual stocks and broad sectors, and is looking to capitalize on these opportunities through increased exposure.

However, it's important to remember that these holdings are just a snapshot in time and may not reflect the fund's current positions. Additionally, changes in the market can have a significant impact on the fund's holdings, so it's important to track these changes over time.

In conclusion, the Seven Post Investment Office LP's Q3 2022 vs. Q4 2022 13F holdings comparison provides valuable insight into the fund's current positions. While there are some notable changes in the fund's holdings, it's clear that the fund is remaining bullish on the market and is looking to capitalize on opportunities in both individual stocks and broad sectors. As always, it's important to track these changes over time and pay attention to market trends to make informed investment decisions.