Sippican Capital Advisors Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of finance, keeping an eye on investment trends is crucial. The latest 13F filings of Sippican Capital Advisors reveal some interesting trends in their holdings between Q3 2022 and Q4 2022. In this article, we’ll take a closer look at the changes in Sippican Capital Advisors' portfolio, analyzing a few specific stocks and discussing what the changes might mean for investors moving forward.

Sippican Capital Advisors, founded in 2014, is a privately owned investment advisory firm with a focus on managing equity portfolios for high net worth individuals, family offices, and institutional accounts. The firm’s 13F filings are closely watched in the industry as they offer valuable insights into the strategies of successful money managers.

Let’s dive into the report and see what we can learn.

Overview of Sippican Capital Advisors' portfolio changes

Looking at the data, we see that Sippican has decreased the total number of shares held from 1,231,099 in Q3 to 1,212,895 in Q4. The total value of the portfolio has increased over the same period from $45,186,000 to $49,388,000, showing that the company has made some strategic purchasing decisions.

The biggest increase in Sippican Capital Advisors' holdings was in Boeing Co (BA), increasing by 62%. The shares held increased from 6,957 to 6,895. This is a significant change and suggests that the firm has a bullish outlook on the company despite the ongoing turbulence in the aviation industry.

On the other hand, trading in Viatris Inc (VTRS) decreased by 11.4%, moving from 174,974 shares in Q3 down to 118,723 shares in Q4. This shift in holdings could be due to a variety of factors, including market trends or changing perceptions of the stock's value.

Another notable trend is the reduction in holdings in The Bank Of California Inc (BANC), which fell by 1.2% from 86,825 shares in Q3 to 86,050 shares in Q4. With the bank industry undergoing significant changes, it will be interesting to see whether this trend continues into the next quarter.

Conversely, there was an increase in holdings in Diamondback Energy Inc (FANG), which moved from 14,591 shares in Q3 to 14,425 in Q4. This shift shows a bullish sentiment towards the oil and gas industry, which has been surging as the world continues to open up after the pandemic.

What this means for investors

The shift in Sippican Capital Advisors' holdings offers some helpful insights into which sectors the firm thinks will perform well in the coming months. Investors can use this information to make informed decisions about their own portfolios.

However, it's worth noting that just because a hedge fund or investment firm makes changes doesn’t necessarily mean they are always right. The stock market is notoriously unpredictable, and previous performance is not always an accurate indicator of future results. Therefore, investors should do their own research to determine whether to buy or sell a particular stock.

Conclusion

The changes in Sippican Capital Advisors' holdings between Q3 and Q4 offer some valuable insights for investors attempting to understand market trends. By analyzing the holdings of a successful hedge fund, investors can get a glimpse of what sectors are likely to perform well in the near future. However, it's important to remember that the stock market is inherently unpredictable, so investors should always do their own research before deciding on a trade. With this information, investors can make informed decisions about their portfolios and hopefully boost their returns in the process.