💰VALEO FINANCIAL ADVISORS, LLC Top Holdings
HTTP://WWW.VALEOFINANCIAL.COM • INDIANAPOLIS, IN
Valeo Financial Advisors is based out of Indianapolis.
Valeo Financial Advisors is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $820,329,368 (Form ADV from 2016-12-01).
Their last reported 13F filing for Q3 2017 included $520,529,000 in managed 13F securities and a top 10 holdings concentration of 49.95%.
Valeo Financial Advisors’s largest holding is Assembly Bioscie with shares held of 3,159,256. Whalewisdom has at least 1 13F filings
https://whalewisdom.com/filer/valeo-financial-advisors-llc
LANDAAS & COMPANY Top Holdings
Landaas & Company is based out of Milwaukee.
Landaas & Company is a large advisory firm with 0 clients and discretionary assets under management (AUM) of $769,676,983 (Form ADV from 2017-10-30).
Their last reported 13F filing for Q3 2017 included $113,692,000 in managed 13F securities and a top 10 holdings concentration of 72.59%.
Landaas & Company’s largest holding is Vanguard Total Stock Market ETF with shares held of 307,565.
Whalewisdom has at least 1 13F filings
https://whalewisdom.com/filer/landaas-amp-company
ECP CONTROLCO, LLC Top Holdings
ECP Controlco is based out of Short Hills.
Their last reported 13F filing for Q3 2017 included $486,769,000 in managed 13F securities and a top 10 holdings concentration of 100.0%.
ECP Controlco’s largest holding is Calpine Corp. (New) with shares held of 17,500,000.
Whalewisdom has at least 1 13F filings
https://whalewisdom.com/filer/ecp-controlco-llc
QUAD CAPITAL MANAGEMENT ADVISORS LLC Top Holdings
HTTP://QUADGROUP.COM • NEW YORK, NY • Investment Advisor
Also known as:
ROOT9B TECHNOLOGIES INC PREMIER ALLIANCE GROUP INC
Quad Capital Management Advisors is based out of New York.
Quad Capital Management Advisors is a large advisory firm with 1-10 clients and discretionary assets under management (AUM) of $313,732,992 (Form ADV from 2017-03-30).
Their last reported 13F filing for Q3 2017 included $487,428,000 in managed 13F securities and a top 10 holdings concentration of 64.2%.
Quad Capital Management Advisors’s largest holding is SPDR S&P 500 ETF Index Depositary Receipts with shares held of 195,100.
Whalewisdom has at least 1 13F filings, 4 13G filings, and 1 Form 4 filings
https://whalewisdom.com/filer/quad-capital-management-advisors-llc
STANDARD LIFE ABERDEEN PLC Top Holdings
Standard Life Aberdeen PLC is based out of Edinburgh.
Their last reported 13F filing for Q3 2017 included $54,842,837,000 in managed 13F securities and a top 10 holdings concentration of 19.06%.
Standard Life Aberdeen PLC’s largest holding is Banco Bradesco S.A. ADR with shares held of 157,137,503.
Whalewisdom has at least 1 13F filings
https://whalewisdom.com/filer/standard-life-aberdeen-plc
CLOSE ASSET MANAGEMENT LTD Top Holdings
Close Asset Management LTD is based out of London.
Their last reported 13F filing for Q3 2017 included $643,756,000 in managed 13F securities and a top 10 holdings concentration of 54.75%.
Close Asset Management LTD’s largest holding is VISA Inc with shares held of 445,891.
Whalewisdom has at least 4 13F filings
09/30/2017
Top Buys
Name
%Change
JNJ Johnson & Johnson Co
3.331%
COL Rockwell Collins, Inc.
3.243%
CELG Celgene Corp.
3.209%
INTC Intel Corp.
2.284%
ZTS Zoetis, Inc.
1.751%
https://whalewisdom.com/filer/close-asset-management-ltd
SAYA MANAGEMENT LP Top Holdings
Saya Management is based out of New York.
Saya Management is a hedge fund with 1-10 clients and discretionary assets under management (AUM) of $102,663,964 (Form ADV from 2017-08-10).
Their last reported 13F filing for Q3 2017 included $110,301,000 in managed 13F securities and a top 10 holdings concentration of 99.84%.
Saya Management’s largest holding is NRG Energy Inc with shares held of 751,700.
Summary
09/30/2017
Top Buys
Name% Change
NRG NRG Energy Inc 17.44%
BLL Ball Corp. 15.358%
MHK Mohawk Industries Inc. 11.04%
https://whalewisdom.com/filer/saya-management-lp