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Tiziano Frateschi
Tiziano Frateschi
Articles (1859)  | Author's Website |

Steven Cohen Continues to Buy AT&T, Boston Scientific

Guru increased holdings of these 9 stocks

Steven Cohen (Trades, Portfolio), leader of Point72 Asset Management, bought shares of the following stocks in both the second and third quarters.

Adecoagro SA (NYSE:AGRO)

In the second quarter, the guru boosted his position by 89.53% and added another 26.8% in the third quarter.

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With a market cap of $812.39 million, the company operates dairies and is involved in other agricultural endeavors. Its revenue of $885.78 million has grown 11.80% over the last five years.

Charles Brandes (Trades, Portfolio) is the largest shareholder of the company among the gurus with 6.62% of outstanding shares, followed by Cohen with 1.1% and Jeremy Grantham (Trades, Portfolio) with 0.8%.

Air Products & Chemicals Inc. (NYSE:APD)

The investor raised the holding by 37.05% in the second quarter and boosted it 123.85% in the third quarter.

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The supplier of hydrogen and helium has a market cap of $34.95 billion. Its revenue of $8.93 billion has fallen 4.70% over the last five years.

The company's largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 3.54% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.21%, Cohen with 0.16% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.13%.

Alexion Pharmaceuticals Inc. (NASDAQ:ALXN)

Cohen increased the position by 415.06% in the second quarter and 65.99% in the third quarter.

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The pharmaceutical company has a market cap of $26.06 billion. Its revenue of $3.91 billion has grown 21.60% over the last five years.

Frank Sands (Trades, Portfolio) is the company's largest guru shareholder with 1.33% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 1.19%, David Carlson (Trades, Portfolio) with 0.27% and Pioneer Investments with 0.24%.

AMETEK Inc. (NYSE:AME)

In the second quarter, the guru added 67.6% to the holding and boosted it 478.4% in the third quarter.

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The company, which manufactures electronic instruments and electromechanical devices, has a market cap of $16.77 billion. Its revenue of $18.15 billion has increased 5.60% over the last five years.

The company's largest guru shareholder is Mario Gabelli (Trades, Portfolio) with 0.66% of outstanding shares, followed by Pioneer Investments with 0.13%, Simons with 0.12% and Joel Greenblatt (Trades, Portfolio) with 0.07%.

AT&T Inc. (NYSE:T)

The guru expanded the holding 896.12% in the second quarter and boosted it 96.89% in the third quarter.

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With a market cap of $214.12 billion, the company provides communication and digital entertainment services. Its revenue of $164.43 billion has grown 3.40% over the last five years.

With 0.4% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Pioneer Investments with 0.35%, Barrow, Hanley, Mewhinney & Strauss with 0.14% and Simons with 0.05%.

BGC Partners Inc. (NASDAQ:BGCP)

The investor increased his stake by 625.7% in the second quarter and by 20.33% in the third quarter.

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With a market cap of $3.4 billion, the company is engaged in the financial and real estate markets. Its revenue of $3.56 billion has grown 3.10% over the last five years.

The company's largest guru shareholder is Cohen with 4.48% of outstanding shares, followed by Simons’ firm with 1.14%, Murray Stahl (Trades, Portfolio) with 0.12% and David Dreman (Trades, Portfolio) with 0.01%.

Boston Scientific Corp. (NYSE:BSX)

Cohen expanded the holding 33.76% in the second quarter and added another 108.26% in the third quarter.

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With a market cap of $47.88 billion, the company develops, manufactures and markets medical devices. Its revenue of $9.67 billion has grown 4.60% over the last five years.

With 3.24% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 2.27% and Andreas Halvorsen (Trades, Portfolio) with 0.23%.

BrightSphere Investment Group PLC (NYSE:BSIG)

Cohen increased his stake by 118.66% in the second quarter and by 383.16% in the third quarter.

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The diversified asset management company has a market cap of $1.37 billion. Its revenue of $962.90 million has grown 0.30% over the last five years.

The largest shareholder among the gurus is Hotchkis & Wiley with 2.23% of outstanding shares, followed by Cohen with 1.97% and John Paulson (Trades, Portfolio) with 0.58%.

Disclosure: I do not own any stocks mentioned in this article.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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