CMCSA - COMCAST CORP-CLASS A
This page shows which of the focused investors we track hold CMCSA and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2014 it was held by 13 managers with an aggregate reported value of $4.99B, which is 0.65% of the combined portfolio.
As of Q2 2014, 13 tracked institutional managers held CMCSA (COMCAST CORP-CLASS A) with an aggregate reported value of $4.99B — 0.65% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2014
- Ticker
- CMCSA
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Dodge & Cox - Dodge & Cox | 2.83% | Reduce -0.1% | 55,328,591 | $2.97B |
| 2 | John Armitage - Egerton Capital | 10.52% | Add +58.0% | 12,375,738 | $664.33M |
| 3 | Stephen Mandel - Lone Pine Capital | 2.72% | New | 12,151,289 | $652.28M |
| 4 | Chase Coleman - Tiger Global Management | 2.75% | - | 3,643,831 | $195.6M |
| 5 | Harry Burn - Sound Shore | 2.63% | Add +5.4% | 3,027,061 | $162.49M |
| 6 | First Eagle - First Eagle Investment Management | 0.39% | Reduce -9.0% | 2,979,071 | $159.92M |
| 7 | Bill Nygren - Oakmark Funds | 0.11% | Reduce -1.4% | 1,266,108 | $67.97M |
| 8 | Robert Olstein - Olstein Capital Management | 1.49% | Add +15.8% | 205,000 | $11M |
| 9 | Thomas Russo - Gardner Russo & Quinn | 0.02% | Reduce -0.6% | 35,949 | $1.93M |
| 10 | Kahn Brothers Group - Kahn Brothers Group | 0.19% | Reduce -1.0% | 24,253 | $1.3M |
| 11 | Glenn Greenberg - Brave Warrior Advisors | 0.03% | - | 15,547 | $835K |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | Reduce -38.5% | 3,773 | $203K |
Call holders — bullish via leverage
1 manager holds call options on CMCSA — a right to buy at strike. Notional value, not premium.
| 1 | Stephen Mandel - Lone Pine Capital | New | 1,830,000 | $98.23M |
Loading holder history for CMCSA…