Analyzing Daiwa SB Investments Ltd.'s Q4 2018 vs Q1 2019 13F holdings comparison

Investing in the stock market can be a great way to grow wealth over time. However, with so many options available, it can be overwhelming to decide which stocks to invest in. One way to make this decision easier is to look at the holdings of successful funds and see which stocks they are investing in.

In this blog post, we will be looking at the 13F holdings comparison of Daiwa SB Investments Ltd. We will analyze the changes in their holdings between Q4 2018 and Q1 2019 and see which stocks they have increased or decreased their investment in.

Before we dive into the specific stocks that Daiwa SB Investments Ltd. has invested in, let's first briefly explain what a 13F filing is. A 13F is a quarterly report that must be filed by institutional investment managers with at least $100 million in assets under management. The report lists all equity holdings of the manager at the end of the quarter, along with the number of shares held and the value of each holding.

Now, let's look at Daiwa SB Investments Ltd.'s Q4 2018 versus Q1 2019 holdings comparison.

One stock that stands out is ISHARES MSCI EMERGING MARKET (EEM). In Q4 2018, the fund did not hold any shares of this stock, but in Q1 2019, they had acquired 695,830 shares worth $29,865,000. This represents a significant increase in their investment in EEM.

AVANGRID INC (AGR) is another stock that the fund has increased its investment in. In Q4 2018, they held 244,000 shares worth $12,222,000, but in Q1 2019, they had acquired 346,547 shares worth $17,449,000. This is an increase of 42.8% in their investment in AGR.

One stock that the fund has slightly decreased its investment in is NEXTERA ENERGY INC (NEE). In Q4 2018, they held 82,270 shares worth $14,300,000, but in Q1 2019, they had 81,170 shares worth $15,692,000. This is a decrease of 9.7% in their investment in NEE.

ZOETIS INC (ZTS) is another stock that the fund has slightly decreased its investment in. In Q4 2018, they held 148,389 shares worth $12,693,000, but in Q1 2019, they had 143,517 shares worth $14,448,000. This is a decrease of 13.8% in their investment in ZTS.

Other stocks that the fund has increased their investment in include JOHNSON & JOHNSON (JNJ), MICROSOFT CORP (MSFT), and XYLEM INC (XYL). JOHNSON & JOHNSON was up 5.9%, MICROSOFT CORP up 11.7%, and XYLEM INC up 18.1%.

Meanwhile, some stocks that the fund has decreased their investment in include CONOCOPHILLIPS (COP), ALTRIA GROUP INC (MO), and ADVANCED DRAINAGE SYSTEMS INC (WMS). CONOCOPHILLIPS was down 20%, ALTRIA GROUP INC down 16.3%, and ADVANCED DRAINAGE SYSTEMS INC down 16%.

It's important to note that while looking at the holdings of successful funds like Daiwa SB Investments Ltd. can be a good starting point for making investment decisions, it's not the only factor that should be considered. It's important to do thorough research on individual stocks and consider factors such as the company's financials, industry trends, and overall market conditions before making any investment decisions.

In conclusion, the Q4 2018 versus Q1 2019 holdings comparison of Daiwa SB Investments Ltd. shows that the fund has increased their investment in some stocks while decreasing their investment in others. This analysis can be helpful for investors who are looking for guidance on where to invest their money, but it should not be the only factor considered when making investment decisions.