Analyzing Winton Capital Management Ltd's Q4 2013 vs. Q1 2014 13F Holdings: Insights for Investors.

Winton Capital Management Ltd Q4 2013 vs. Q1 2014 13F Holdings Comparison

Hedge funds are a popular investment vehicle for wealthy individuals and institutional investors. One of the most famous hedge funds is Winton Capital Management Ltd. In this blog post, we are going to analyze the changes in holdings of Winton Capital Management Ltd in Q4 2013 and Q1 2014.

First, let's talk about what 13F filings are. The Securities and Exchange Commission (SEC) requires all funds managing over $100 million in assets to file a quarterly report with the agency. This report, known as a 13F filing, lists the fund's holdings at the end of the quarter. Investors can use this information to make more informed investment decisions.

Now, let's see what Winton Capital Management Ltd was holding in Q4 2013 and Q1 2014. According to the 13F filings, Winton Capital Management Ltd increased its holdings in L-3 Communications Holdings Inc, Northrop Grumman Corp, Torchmark Corp, and Medtronic Inc by 41.9%, 36.4%, 42.9%, and 42.4%, respectively. These four stocks made up the bulk of Winton Capital Management Ltd's portfolio in both quarters.

Winton Capital Management Ltd also had significant increases in holdings in WellPoint Inc, Kroger Co, Tyson Foods Inc, Leidos Holdings Inc, and Harris Corp. In particular, Winton Capital Management Ltd's holdings in WellPoint Inc increased by an astonishing 100.9%.

On the other hand, Winton Capital Management Ltd reduced its holdings in General Mills Inc, Colgate Palmolive Co, Procter & Gamble Co, and Altria Group Inc. General Mills Inc saw the most significant decrease in holdings, with a decrease of 6.3%.

It is noteworthy that Winton Capital Management Ltd only had one new addition to its portfolio in Q1 2014: Ford Mtr Co Del. Winton Capital Management Ltd increased its holdings in Ford by 45.4%.

In terms of industry sectors, Winton Capital Management Ltd's portfolio was heavily weighted towards Healthcare and Information Technology. The fund also had significant holdings in Consumer Discretionary, Industrials, and Financials.

The changes in holdings of Winton Capital Management Ltd in Q4 2013 and Q1 2014 can be analyzed more effectively by looking at the percentage change in value. According to the 13F filings, Winton Capital Management Ltd's total portfolio value increased by 17.8% from $1.6 billion in Q4 2013 to $1.9 billion in Q1 2014. This is a remarkable increase in just one quarter.

The biggest gainers in value for Winton Capital Management Ltd were Hormel Foods Corp, Coca Cola Enterprises Inc, and Discover Financial Services. Hormel Foods Corp saw the most substantial increase in value, with an increase of 19.5%.

Despite some holdings decreasing in value, Winton Capital Management Ltd was able to generate positive returns for its portfolio in Q1 2014. This is a good sign for the investors in the fund.

In conclusion, the changes in holdings of Winton Capital Management Ltd in Q4 2013 and Q1 2014 demonstrated the fund's ability to make tactical investment decisions. The increase in total portfolio value and the significant increase in holdings of WellPoint Inc showcase Winton Capital Management Ltd's prowess in strategic investing. By analyzing the 13F filings, investors can gain valuable insights into the investment strategies of hedge funds like Winton Capital Management Ltd.