YHHH
2021-05-14
Buy snowflake?
Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":198745403,"tweetId":"198745403","gmtCreate":1620995609502,"gmtModify":1634194708580,"author":{"id":3547200895058303,"idStr":"3547200895058303","authorId":3547200895058303,"authorIdStr":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Buy snowflake? </p></body></html>","htmlText":"<html><head></head><body><p>Buy snowflake? </p></body></html>","text":"Buy snowflake?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/198745403","repostId":1192552539,"repostType":4,"repost":{"id":"1192552539","kind":"news","pubTimestamp":1620993011,"share":"https://www.laohu8.com/m/news/1192552539?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:50","market":"us","language":"en","title":"Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192552539","media":"Insider Monkey","summary":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when","content":"<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWas The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-05-14 19:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html\">Insider Monkey</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192552539","content_text":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge fundsIn the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like thisemerging lithium stock. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]View table hereif you experience formatting issues.As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1034,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/198745403"}
精彩评论