(GuruFocus, December 7, 2009) These are brief survey of today’s most traded stocks together with their Guru ownership and insider trading activities:
1. Bank of America Corp. (BAC, Financial)
Bank of America Corp. is one of the world's leading financial services companies. Bank Of America Corp. has a market cap of $137.46 billion; its shares were traded at around $15.89 with a P/E ratio of 105.9 and P/S ratio of 1.9. The dividend yield of Bank Of America Corp. stocks is 0.3%. Bank Of America Corp. had an annual average earning growth of 7.5% over the past 10 years.
As of September 30, 2009, Bank of America Corp. is owned by 25 Gurus. 1 Guru Initiated Positions in BAC: Lee Ainslie bought 7,312,217 shares in the quarter that ended on 09/30/2009, which is 1.49% of the $8.32 billion portfolio of Maverick Capital.
3 Gurus Increased Positions in BAC: George Soros owns 271,900 shares , an increase of 468.83% from the previous quarter. This position accounts for 0.1% of the $4.41 billion portfolio of Soros Fund Management LLC. John Keeley owns 273,500 shares , an increase of 325.35% from the previous quarter. This position accounts for 0.07% of the $6.65 billion portfolio of Keeley Fund Management. Arnold Schneider owns 2,255,670 shares , an increase of 17.85% from the previous quarter. This position accounts for 2.11% of the $1.81 billion portfolio of Schneider Capital Management.
18 Gurus Kept Positions in BAC Unchanged or Slightly Adjusted: Arnold Schneider owns 2,255,670 shares , which accounts for 2.11% of the $1.81 billion portfolio of Schneider Capital Management. Charles Brandes owns 17,861,734 shares , which accounts for 1.42% of the $21.32 billion portfolio of Brandes Investment. HOTCHKIS & WILEY owns 28,627,269 shares , which accounts for 3.4% of the $14.26 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Tom Gayner owns 709,489 shares , which accounts for 0.89% of the $1.34 billion portfolio of Markel Gayner Asset Management Corp. Warren Buffett owns 5,000,000 shares , which accounts for 0.15% of the $56.55 billion portfolio of Berkshire Hathaway. Donald Yacktman owns 545,900 shares , which accounts for 0.54% of the $1.73 billion portfolio of Yacktman Asset Management Co.. Dodge & Cox owns 27,454 shares , which accounts for less than 0.01% of the $78.78 billion portfolio of Dodge & Cox. Brian Rogers owns 24,918,486 shares , which accounts for 2.68% of the $15.73 billion portfolio of T Rowe Price Equity Income Fund. Ruane Cunniff owns 46,452 shares , which accounts for 0.01% of the $7.71 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Chris Davis owns 4,005,429 shares , which accounts for 0.11% of the $61.3 billion portfolio of Davis Selected Advisers. Irving Kahn owns 40,144 shares , which accounts for 0.15% of the $445 million portfolio of Kahn Brothers & Company Inc.. Richard Pzena owns 15,252,466 shares , which accounts for 2.47% of the $10.45 billion portfolio of Pzena Investment Management LLC. Ronald Muhlenkamp owns 3,144,489 shares , which accounts for 7.92% of the $672 million portfolio of Muhlenkamp Fund. Bill Nygren owns 2,400,000 shares , which accounts for 1.36% of the $3 billion portfolio of Oak Mark Fund. Richard Snow owns 5,838,120 shares , which accounts for 4% of the $2.47 billion portfolio of Snow Capital Management, L.P.. John Paulson owns 159,794,229 shares , which accounts for 13.21% of the $20.46 billion portfolio of Paulson & Co.. David Dreman owns 2,484,211 shares , which accounts for 1.09% of the $3.85 billion portfolio of Dreman Value Management. Kenneth Fisher owns 37,180 shares , which accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC.
4 Gurus Reduced Positions in BAC: David Tepper owns 33,876,101 shares , a decrease of 27.69% of from the previous quarter. This position accounts for 22.4% of the $2.56 billion portfolio of APPALOOSA MANAGEMENT LP. Andreas Halvorsen owns 11,197,100 shares , a decrease of 45.54% of from the previous quarter. This position accounts for 2.42% of the $7.83 billion portfolio of Viking Global Investors LP. Daniel Loeb owns 3,000,000 shares , a decrease of 54.89% of from the previous quarter. This position accounts for 4.07% of the $1.25 billion portfolio of Third Point, LLC. Ken Heebner owns 2,840,000 shares , a decrease of 84.64% of from the previous quarter. This position accounts for 0.72% of the $6.72 billion portfolio of CAPITAL GROWTH MANAGEMENT LP.
Insiders' Positions with BAC: Buy:: Director Robert W Scully bought 62,000 shares of BAC stock on 10/21/2009 at the average price of 16.79, the price of the stock has decreased by 5.36% since; Buy:: Pres, Glbl Wealth and Inv Mgmt Sallie Krawcheck bought 63,000 shares of BAC stock on 08/12/2009 at the average price of 15.97, the price of the stock has decreased by 0.5% since.
2. Citigroup Inc. (C, Financial)
Citigroup Inc. provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citigroup Inc. has a market cap of $92.14 billion; its shares were traded at around $4.03 with and P/S ratio of 1.7. Citigroup Inc. had an annual average earning growth of 5.1% over the past 10 years.
As of September 30, 2009, Citigroup Inc. is owned by 17 Gurus. 8 Gurus Initiated Positions in C: David Tepper bought 79,741,067 shares in the quarter that ended on 09/30/2009, which is 15.08% of the $2.56 billion portfolio of APPALOOSA MANAGEMENT LP. John Paulson bought 300,000,000 shares in the quarter that ended on 09/30/2009, which is 7.1% of the $20.46 billion portfolio of Paulson & Co.. Lee Ainslie bought 42,370,680 shares in the quarter that ended on 09/30/2009, which is 2.46% of the $8.32 billion portfolio of Maverick Capital. Andreas Halvorsen bought 22,581,000 shares in the quarter that ended on 09/30/2009, which is 1.4% of the $7.83 billion portfolio of Viking Global Investors LP. Ken Heebner bought 10,353,000 shares in the quarter that ended on 09/30/2009, which is 0.75% of the $6.72 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Richard Perry bought 1,438,282 shares in the quarter that ended on 09/30/2009, which is 0.61% of the $1.15 billion portfolio of Perry Capital. Richard Snow bought 200,000 shares in the quarter that ended on 09/30/2009, which is 0.04% of the $2.47 billion portfolio of Snow Capital Management, L.P.. Chris Davis bought 4,275,785 shares in the quarter that ended on 09/30/2009, which is 0.03% of the $61.3 billion portfolio of Davis Selected Advisers.
4 Gurus Increased Positions in C: Charles Brandes owns 43,627,902 shares , an increase of 36862.5% from the previous quarter. This position accounts for 0.99% of the $21.32 billion portfolio of Brandes Investment. Irving Kahn owns 2,298,692 shares , an increase of 3034.98% from the previous quarter. This position accounts for 2.5% of the $445 million portfolio of Kahn Brothers & Company Inc.. HOTCHKIS & WILEY owns 49,140,178 shares , an increase of 664.36% from the previous quarter. This position accounts for 1.67% of the $14.26 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Richard Pzena owns 57,432,296 shares , an increase of 535.52% from the previous quarter. This position accounts for 2.66% of the $10.45 billion portfolio of Pzena Investment Management LLC.
4 Gurus Kept Positions in C Unchanged or Slightly Adjusted: Ruane Cunniff owns 75,529 shares , which accounts for less than 0.01% of the $7.71 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Edward Lampert owns 18,750,000 shares , which accounts for 0.97% of the $9.31 billion portfolio of ESL Investments. David Dreman owns 1,449,649 shares , which accounts for 0.18% of the $3.85 billion portfolio of Dreman Value Management. Kenneth Fisher owns 50,920 shares , which accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC.
1 Guru Reduced Positions in C: Jean-Marie Eveillard owns 11,610 shares , a decrease of 76.78% of from the previous quarter. This position accounts for less than 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC.
Insiders' Positions with C: Buy:: CEO, Citibank, N.A. Eugene M Mcquade bought 1,000,000 shares of C stock on 08/05/2009 at the average price of 3.41, the price of the stock has increased by 18.18% since; Buy:: CEO Latin America & Mexico Manuel Medina-mora bought 1,000,000 shares of C stock on 08/04/2009 at the average price of 3.21, the price of the stock has increased by 25.55% since; Buy:: Director Robert L Joss bought 17,000 shares of C stock on 08/28/2009 at the average price of 5.19, the price of the stock has decreased by 22.35% since; Buy:: Director William S Thompson bought 100,000 shares of C stock on 08/17/2009 at the average price of 4, the price of the stock has increased by 0.75% since.
3. Sprint Nextel Corp.(S, Financial)
Sprint Nextel offers a comprehensive range of wireless and wireline communications services to consumer, business and government customers Sprint Nextel Corp. Series 1 has a market cap of $12.02 billion; its shares were traded at around $4.18 with and P/S ratio of 0.3.
As of September 30, 2009, Sprint Nextel Corp.is owned by 7 Gurus. 1 Guru Initiated Positions in S: George Soros bought 645,881 shares in the quarter that ended on 09/30/2009, which is 0.06% of the $4.41 billion portfolio of Soros Fund Management LLC.
6 Gurus Kept Positions in S Unchanged or Slightly Adjusted: Brian Rogers owns 11,149,000 shares , which accounts for 0.28% of the $15.73 billion portfolio of T Rowe Price Equity Income Fund. PRIMECAP Management owns 32,964,373 shares , which accounts for 0.23% of the $56.46 billion portfolio of PRIMECAP Management. Kenneth Fisher owns 16,253 shares , which accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC. Private Capital owns 12,097,373 shares , which accounts for 3.04% of the $1.57 billion portfolio of Private Capital Management. Jean-Marie Eveillard owns 2,300 shares , which accounts for less than 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Dodge & Cox owns 226,721,633 shares , which accounts for 1.14% of the $78.78 billion portfolio of Dodge & Cox.
Insiders' Positions with S: Buy:: CFO Robert H Brust bought 3,225 shares of S stock on 11/13/2009 at the average price of 3.11, the price of the stock has increased by 34.41% since; Buy:: CFO Robert H Brust bought 2,605 shares of S stock on 08/17/2009 at the average price of 3.79, the price of the stock has increased by 10.29% since.
4. Comcast Corp. (CMCSA, Financial)
Comcast Corp., among the world's leading communication companies, provides basic cable, digital cable and high speed internet services that connect people to what's important in their lives. Comcast Corp. has a market cap of $49.56 billion; its shares were traded at around $17.27 with a P/E ratio of 15 and P/S ratio of 1.4. The dividend yield of Comcast Corp. stocks is 1.6%. Comcast Corp. had an annual average earning growth of 9.6% over the past 10 years.
As of September 30, 2009, Comcast Corp. is owned by 8 Gurus.[b]
[b]1 Guru Increased Positions in CMCSA: Irving Kahn owns 123,990 shares , an increase of 163.72% from the previous quarter. This position accounts for 0.47% of the $445 million portfolio of Kahn Brothers & Company Inc..
7 Gurus Kept Positions in CMCSA Unchanged or Slightly Adjusted: Bill Nygren owns 3,400,000 shares , which accounts for 1.82% of the $3 billion portfolio of Oak Mark Fund. John Hussman owns 1,050,000 shares , which accounts for 0.33% of the $5.36 billion portfolio of Hussman Economtrics Advisors, Inc.. Tom Gayner owns 64,600 shares , which accounts for 0.08% of the $1.34 billion portfolio of Markel Gayner Asset Management Corp. Tweedy Browne owns 32,850 shares , which accounts for 0.03% of the $1.85 billion portfolio of Tweedy Browne CO LLC. Jean-Marie Eveillard owns 39,410 shares , which accounts for 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Dodge & Cox owns 137,371,726 shares , which accounts for 2.95% of the $78.78 billion portfolio of Dodge & Cox. George Soros owns 529,900 shares , which accounts for 0.2% of the $4.41 billion portfolio of Soros Fund Management LLC.
1 Guru Sold Out CMCSA: NWQ Managers sold out his holdings in the quarter that ended on 09/30/2009.
5. Pfizer Inc (PFE, Financial)
Pfizer Inc is a research-based, global pharmaceutical company. Pfizer Inc has a market cap of $145.74 billion; its shares were traded at around $18.06 with a P/E ratio of 8.3 and P/S ratio of 3. The dividend yield of Pfizer Inc stocks is 3.5%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years.
As of September 30, 2009, Pfizer Inc is owned by 25 Gurus. 1 Guru Initiated Positions in PFE: Lee Ainslie bought 7,570,331 shares in the quarter that ended on 09/30/2009, which is 1.51% of the $8.32 billion portfolio of Maverick Capital.
4 Gurus Increased Positions in PFE: George Soros owns 2,488,800 shares , an increase of 10414.6% from the previous quarter. This position accounts for 0.93% of the $4.41 billion portfolio of Soros Fund Management LLC. Donald Yacktman owns 6,536,150 shares , an increase of 55.75% from the previous quarter. This position accounts for 6.27% of the $1.73 billion portfolio of Yacktman Asset Management Co.. Daniel Loeb owns 2,300,000 shares , an increase of 40.68% from the previous quarter. This position accounts for 3.05% of the $1.25 billion portfolio of Third Point, LLC. John Griffin owns 15,155,000 shares , an increase of 10.94% from the previous quarter. This position accounts for 5.68% of the $4.42 billion portfolio of Blue Ridge Capital.
17 Gurus Kept Positions in PFE Unchanged or Slightly Adjusted: John Griffin owns 15,155,000 shares , which accounts for 5.68% of the $4.42 billion portfolio of Blue Ridge Capital. NWQ Managers owns 1,109,800 shares , which accounts for 0.11% of the $17.23 billion portfolio of NWQ Investment Management Co. Irving Kahn owns 2,218,062 shares , which accounts for 8.25% of the $445 million portfolio of Kahn Brothers & Company Inc.. Richard Snow owns 4,036,380 shares , which accounts for 2.7% of the $2.47 billion portfolio of Snow Capital Management, L.P.. Chris Davis owns 32,151,297 shares , which accounts for 0.87% of the $61.3 billion portfolio of Davis Selected Advisers. HOTCHKIS & WILEY owns 8,024,186 shares , which accounts for 0.93% of the $14.26 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Mark Hillman owns 1,077,154 shares , which accounts for 4.16% of the $428 million portfolio of Hillman Capital Management. David Einhorn owns 11,987,000 shares , which accounts for 7.64% of the $2.6 billion portfolio of Greenlight Capital Inc. Robert Bruce owns 159,200 shares , which accounts for 2.67% of the $90 million portfolio of Bruce & Co., Inc.. Michael Price owns 127,100 shares , which accounts for 0.62% of the $338 million portfolio of MFP Investors LLC. Prem Watsa owns 241,300 shares , which accounts for 0.06% of the $6.63 billion portfolio of Fairfax Financial Holdings, Inc.. Dodge & Cox owns 89,831,683 shares , which accounts for 1.89% of the $78.78 billion portfolio of Dodge & Cox. Edward Owens owns 30,613,570 shares , which accounts for 2.78% of the $18.2 billion portfolio of Vanguard Health Care Fund. Ruane Cunniff owns 14,334 shares , which accounts for less than 0.01% of the $7.71 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Ronald Muhlenkamp owns 1,700,875 shares , which accounts for 4.19% of the $672 million portfolio of Muhlenkamp Fund. Charles Brandes owns 33,086,555 shares , which accounts for 2.57% of the $21.32 billion portfolio of Brandes Investment. Bruce Berkowitz owns 73,469,780 shares , which accounts for 15.07% of the $8.07 billion portfolio of Fairholme Capital Management.
4 Gurus Reduced Positions in PFE: David Dreman owns 1,253,443 shares , a decrease of 20.57% of from the previous quarter. This position accounts for 0.54% of the $3.85 billion portfolio of Dreman Value Management. John Hussman owns 1,500,000 shares , a decrease of 25% of from the previous quarter. This position accounts for 0.46% of the $5.36 billion portfolio of Hussman Economtrics Advisors, Inc.. Kenneth Fisher owns 89,856 shares , a decrease of 49.46% of from the previous quarter. This position accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC. Jean-Marie Eveillard owns 157,682 shares , a decrease of 90.99% of from the previous quarter. This position accounts for 0.02% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC.
Insiders' Positions with PFE: Sell:: Director William C Jr Steere sold 101,923 shares of PFE stock on 08/21/2009 at the average price of 16.44, the price of the stock has increased by 9.85% since; Sell:: Sr. Vice President, Controller Loretta V Cangialosi sold 20,000 shares of PFE stock on 08/18/2009 at the average price of 15.99, the price of the stock has increased by 12.95% since; Sell:: Senior Vice President Natale S Ricciardi sold 15,000 shares of PFE stock on 06/12/2009 at the average price of 14.75, the price of the stock has increased by 22.44% since.
| Symbol | Name | Change | Volume |
|---|---|---|---|
| BAC | BK OF AMERICA CP |  0.39 (2.40%) | 291,029,066 |
| C | CITIGROUP INC | 0.03 (0.74%) | 232,009,408 |
| S | SPRINT NXTEL CP |  0.49 (13.28%) | 147,372,714 |
| CMCSA | Comcast Corporation | 1.14 (7.07%) | 77,579,652 |
| PFE | PFIZER INC | 0.43 (2.33%) | 76,051,315 |
1. Bank of America Corp. (BAC, Financial)
Bank of America Corp. is one of the world's leading financial services companies. Bank Of America Corp. has a market cap of $137.46 billion; its shares were traded at around $15.89 with a P/E ratio of 105.9 and P/S ratio of 1.9. The dividend yield of Bank Of America Corp. stocks is 0.3%. Bank Of America Corp. had an annual average earning growth of 7.5% over the past 10 years.
As of September 30, 2009, Bank of America Corp. is owned by 25 Gurus. 1 Guru Initiated Positions in BAC: Lee Ainslie bought 7,312,217 shares in the quarter that ended on 09/30/2009, which is 1.49% of the $8.32 billion portfolio of Maverick Capital.
3 Gurus Increased Positions in BAC: George Soros owns 271,900 shares , an increase of 468.83% from the previous quarter. This position accounts for 0.1% of the $4.41 billion portfolio of Soros Fund Management LLC. John Keeley owns 273,500 shares , an increase of 325.35% from the previous quarter. This position accounts for 0.07% of the $6.65 billion portfolio of Keeley Fund Management. Arnold Schneider owns 2,255,670 shares , an increase of 17.85% from the previous quarter. This position accounts for 2.11% of the $1.81 billion portfolio of Schneider Capital Management.
18 Gurus Kept Positions in BAC Unchanged or Slightly Adjusted: Arnold Schneider owns 2,255,670 shares , which accounts for 2.11% of the $1.81 billion portfolio of Schneider Capital Management. Charles Brandes owns 17,861,734 shares , which accounts for 1.42% of the $21.32 billion portfolio of Brandes Investment. HOTCHKIS & WILEY owns 28,627,269 shares , which accounts for 3.4% of the $14.26 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Tom Gayner owns 709,489 shares , which accounts for 0.89% of the $1.34 billion portfolio of Markel Gayner Asset Management Corp. Warren Buffett owns 5,000,000 shares , which accounts for 0.15% of the $56.55 billion portfolio of Berkshire Hathaway. Donald Yacktman owns 545,900 shares , which accounts for 0.54% of the $1.73 billion portfolio of Yacktman Asset Management Co.. Dodge & Cox owns 27,454 shares , which accounts for less than 0.01% of the $78.78 billion portfolio of Dodge & Cox. Brian Rogers owns 24,918,486 shares , which accounts for 2.68% of the $15.73 billion portfolio of T Rowe Price Equity Income Fund. Ruane Cunniff owns 46,452 shares , which accounts for 0.01% of the $7.71 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Chris Davis owns 4,005,429 shares , which accounts for 0.11% of the $61.3 billion portfolio of Davis Selected Advisers. Irving Kahn owns 40,144 shares , which accounts for 0.15% of the $445 million portfolio of Kahn Brothers & Company Inc.. Richard Pzena owns 15,252,466 shares , which accounts for 2.47% of the $10.45 billion portfolio of Pzena Investment Management LLC. Ronald Muhlenkamp owns 3,144,489 shares , which accounts for 7.92% of the $672 million portfolio of Muhlenkamp Fund. Bill Nygren owns 2,400,000 shares , which accounts for 1.36% of the $3 billion portfolio of Oak Mark Fund. Richard Snow owns 5,838,120 shares , which accounts for 4% of the $2.47 billion portfolio of Snow Capital Management, L.P.. John Paulson owns 159,794,229 shares , which accounts for 13.21% of the $20.46 billion portfolio of Paulson & Co.. David Dreman owns 2,484,211 shares , which accounts for 1.09% of the $3.85 billion portfolio of Dreman Value Management. Kenneth Fisher owns 37,180 shares , which accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC.
4 Gurus Reduced Positions in BAC: David Tepper owns 33,876,101 shares , a decrease of 27.69% of from the previous quarter. This position accounts for 22.4% of the $2.56 billion portfolio of APPALOOSA MANAGEMENT LP. Andreas Halvorsen owns 11,197,100 shares , a decrease of 45.54% of from the previous quarter. This position accounts for 2.42% of the $7.83 billion portfolio of Viking Global Investors LP. Daniel Loeb owns 3,000,000 shares , a decrease of 54.89% of from the previous quarter. This position accounts for 4.07% of the $1.25 billion portfolio of Third Point, LLC. Ken Heebner owns 2,840,000 shares , a decrease of 84.64% of from the previous quarter. This position accounts for 0.72% of the $6.72 billion portfolio of CAPITAL GROWTH MANAGEMENT LP.
Insiders' Positions with BAC: Buy:: Director Robert W Scully bought 62,000 shares of BAC stock on 10/21/2009 at the average price of 16.79, the price of the stock has decreased by 5.36% since; Buy:: Pres, Glbl Wealth and Inv Mgmt Sallie Krawcheck bought 63,000 shares of BAC stock on 08/12/2009 at the average price of 15.97, the price of the stock has decreased by 0.5% since.
2. Citigroup Inc. (C, Financial)
Citigroup Inc. provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citigroup Inc. has a market cap of $92.14 billion; its shares were traded at around $4.03 with and P/S ratio of 1.7. Citigroup Inc. had an annual average earning growth of 5.1% over the past 10 years.
As of September 30, 2009, Citigroup Inc. is owned by 17 Gurus. 8 Gurus Initiated Positions in C: David Tepper bought 79,741,067 shares in the quarter that ended on 09/30/2009, which is 15.08% of the $2.56 billion portfolio of APPALOOSA MANAGEMENT LP. John Paulson bought 300,000,000 shares in the quarter that ended on 09/30/2009, which is 7.1% of the $20.46 billion portfolio of Paulson & Co.. Lee Ainslie bought 42,370,680 shares in the quarter that ended on 09/30/2009, which is 2.46% of the $8.32 billion portfolio of Maverick Capital. Andreas Halvorsen bought 22,581,000 shares in the quarter that ended on 09/30/2009, which is 1.4% of the $7.83 billion portfolio of Viking Global Investors LP. Ken Heebner bought 10,353,000 shares in the quarter that ended on 09/30/2009, which is 0.75% of the $6.72 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Richard Perry bought 1,438,282 shares in the quarter that ended on 09/30/2009, which is 0.61% of the $1.15 billion portfolio of Perry Capital. Richard Snow bought 200,000 shares in the quarter that ended on 09/30/2009, which is 0.04% of the $2.47 billion portfolio of Snow Capital Management, L.P.. Chris Davis bought 4,275,785 shares in the quarter that ended on 09/30/2009, which is 0.03% of the $61.3 billion portfolio of Davis Selected Advisers.
4 Gurus Increased Positions in C: Charles Brandes owns 43,627,902 shares , an increase of 36862.5% from the previous quarter. This position accounts for 0.99% of the $21.32 billion portfolio of Brandes Investment. Irving Kahn owns 2,298,692 shares , an increase of 3034.98% from the previous quarter. This position accounts for 2.5% of the $445 million portfolio of Kahn Brothers & Company Inc.. HOTCHKIS & WILEY owns 49,140,178 shares , an increase of 664.36% from the previous quarter. This position accounts for 1.67% of the $14.26 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Richard Pzena owns 57,432,296 shares , an increase of 535.52% from the previous quarter. This position accounts for 2.66% of the $10.45 billion portfolio of Pzena Investment Management LLC.
4 Gurus Kept Positions in C Unchanged or Slightly Adjusted: Ruane Cunniff owns 75,529 shares , which accounts for less than 0.01% of the $7.71 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Edward Lampert owns 18,750,000 shares , which accounts for 0.97% of the $9.31 billion portfolio of ESL Investments. David Dreman owns 1,449,649 shares , which accounts for 0.18% of the $3.85 billion portfolio of Dreman Value Management. Kenneth Fisher owns 50,920 shares , which accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC.
1 Guru Reduced Positions in C: Jean-Marie Eveillard owns 11,610 shares , a decrease of 76.78% of from the previous quarter. This position accounts for less than 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC.
Insiders' Positions with C: Buy:: CEO, Citibank, N.A. Eugene M Mcquade bought 1,000,000 shares of C stock on 08/05/2009 at the average price of 3.41, the price of the stock has increased by 18.18% since; Buy:: CEO Latin America & Mexico Manuel Medina-mora bought 1,000,000 shares of C stock on 08/04/2009 at the average price of 3.21, the price of the stock has increased by 25.55% since; Buy:: Director Robert L Joss bought 17,000 shares of C stock on 08/28/2009 at the average price of 5.19, the price of the stock has decreased by 22.35% since; Buy:: Director William S Thompson bought 100,000 shares of C stock on 08/17/2009 at the average price of 4, the price of the stock has increased by 0.75% since.
3. Sprint Nextel Corp.(S, Financial)
Sprint Nextel offers a comprehensive range of wireless and wireline communications services to consumer, business and government customers Sprint Nextel Corp. Series 1 has a market cap of $12.02 billion; its shares were traded at around $4.18 with and P/S ratio of 0.3.
As of September 30, 2009, Sprint Nextel Corp.is owned by 7 Gurus. 1 Guru Initiated Positions in S: George Soros bought 645,881 shares in the quarter that ended on 09/30/2009, which is 0.06% of the $4.41 billion portfolio of Soros Fund Management LLC.
6 Gurus Kept Positions in S Unchanged or Slightly Adjusted: Brian Rogers owns 11,149,000 shares , which accounts for 0.28% of the $15.73 billion portfolio of T Rowe Price Equity Income Fund. PRIMECAP Management owns 32,964,373 shares , which accounts for 0.23% of the $56.46 billion portfolio of PRIMECAP Management. Kenneth Fisher owns 16,253 shares , which accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC. Private Capital owns 12,097,373 shares , which accounts for 3.04% of the $1.57 billion portfolio of Private Capital Management. Jean-Marie Eveillard owns 2,300 shares , which accounts for less than 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Dodge & Cox owns 226,721,633 shares , which accounts for 1.14% of the $78.78 billion portfolio of Dodge & Cox.
Insiders' Positions with S: Buy:: CFO Robert H Brust bought 3,225 shares of S stock on 11/13/2009 at the average price of 3.11, the price of the stock has increased by 34.41% since; Buy:: CFO Robert H Brust bought 2,605 shares of S stock on 08/17/2009 at the average price of 3.79, the price of the stock has increased by 10.29% since.
4. Comcast Corp. (CMCSA, Financial)
Comcast Corp., among the world's leading communication companies, provides basic cable, digital cable and high speed internet services that connect people to what's important in their lives. Comcast Corp. has a market cap of $49.56 billion; its shares were traded at around $17.27 with a P/E ratio of 15 and P/S ratio of 1.4. The dividend yield of Comcast Corp. stocks is 1.6%. Comcast Corp. had an annual average earning growth of 9.6% over the past 10 years.
As of September 30, 2009, Comcast Corp. is owned by 8 Gurus.[b]
[b]1 Guru Increased Positions in CMCSA: Irving Kahn owns 123,990 shares , an increase of 163.72% from the previous quarter. This position accounts for 0.47% of the $445 million portfolio of Kahn Brothers & Company Inc..
7 Gurus Kept Positions in CMCSA Unchanged or Slightly Adjusted: Bill Nygren owns 3,400,000 shares , which accounts for 1.82% of the $3 billion portfolio of Oak Mark Fund. John Hussman owns 1,050,000 shares , which accounts for 0.33% of the $5.36 billion portfolio of Hussman Economtrics Advisors, Inc.. Tom Gayner owns 64,600 shares , which accounts for 0.08% of the $1.34 billion portfolio of Markel Gayner Asset Management Corp. Tweedy Browne owns 32,850 shares , which accounts for 0.03% of the $1.85 billion portfolio of Tweedy Browne CO LLC. Jean-Marie Eveillard owns 39,410 shares , which accounts for 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Dodge & Cox owns 137,371,726 shares , which accounts for 2.95% of the $78.78 billion portfolio of Dodge & Cox. George Soros owns 529,900 shares , which accounts for 0.2% of the $4.41 billion portfolio of Soros Fund Management LLC.
1 Guru Sold Out CMCSA: NWQ Managers sold out his holdings in the quarter that ended on 09/30/2009.
5. Pfizer Inc (PFE, Financial)
Pfizer Inc is a research-based, global pharmaceutical company. Pfizer Inc has a market cap of $145.74 billion; its shares were traded at around $18.06 with a P/E ratio of 8.3 and P/S ratio of 3. The dividend yield of Pfizer Inc stocks is 3.5%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years.
As of September 30, 2009, Pfizer Inc is owned by 25 Gurus. 1 Guru Initiated Positions in PFE: Lee Ainslie bought 7,570,331 shares in the quarter that ended on 09/30/2009, which is 1.51% of the $8.32 billion portfolio of Maverick Capital.
4 Gurus Increased Positions in PFE: George Soros owns 2,488,800 shares , an increase of 10414.6% from the previous quarter. This position accounts for 0.93% of the $4.41 billion portfolio of Soros Fund Management LLC. Donald Yacktman owns 6,536,150 shares , an increase of 55.75% from the previous quarter. This position accounts for 6.27% of the $1.73 billion portfolio of Yacktman Asset Management Co.. Daniel Loeb owns 2,300,000 shares , an increase of 40.68% from the previous quarter. This position accounts for 3.05% of the $1.25 billion portfolio of Third Point, LLC. John Griffin owns 15,155,000 shares , an increase of 10.94% from the previous quarter. This position accounts for 5.68% of the $4.42 billion portfolio of Blue Ridge Capital.
17 Gurus Kept Positions in PFE Unchanged or Slightly Adjusted: John Griffin owns 15,155,000 shares , which accounts for 5.68% of the $4.42 billion portfolio of Blue Ridge Capital. NWQ Managers owns 1,109,800 shares , which accounts for 0.11% of the $17.23 billion portfolio of NWQ Investment Management Co. Irving Kahn owns 2,218,062 shares , which accounts for 8.25% of the $445 million portfolio of Kahn Brothers & Company Inc.. Richard Snow owns 4,036,380 shares , which accounts for 2.7% of the $2.47 billion portfolio of Snow Capital Management, L.P.. Chris Davis owns 32,151,297 shares , which accounts for 0.87% of the $61.3 billion portfolio of Davis Selected Advisers. HOTCHKIS & WILEY owns 8,024,186 shares , which accounts for 0.93% of the $14.26 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Mark Hillman owns 1,077,154 shares , which accounts for 4.16% of the $428 million portfolio of Hillman Capital Management. David Einhorn owns 11,987,000 shares , which accounts for 7.64% of the $2.6 billion portfolio of Greenlight Capital Inc. Robert Bruce owns 159,200 shares , which accounts for 2.67% of the $90 million portfolio of Bruce & Co., Inc.. Michael Price owns 127,100 shares , which accounts for 0.62% of the $338 million portfolio of MFP Investors LLC. Prem Watsa owns 241,300 shares , which accounts for 0.06% of the $6.63 billion portfolio of Fairfax Financial Holdings, Inc.. Dodge & Cox owns 89,831,683 shares , which accounts for 1.89% of the $78.78 billion portfolio of Dodge & Cox. Edward Owens owns 30,613,570 shares , which accounts for 2.78% of the $18.2 billion portfolio of Vanguard Health Care Fund. Ruane Cunniff owns 14,334 shares , which accounts for less than 0.01% of the $7.71 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Ronald Muhlenkamp owns 1,700,875 shares , which accounts for 4.19% of the $672 million portfolio of Muhlenkamp Fund. Charles Brandes owns 33,086,555 shares , which accounts for 2.57% of the $21.32 billion portfolio of Brandes Investment. Bruce Berkowitz owns 73,469,780 shares , which accounts for 15.07% of the $8.07 billion portfolio of Fairholme Capital Management.
4 Gurus Reduced Positions in PFE: David Dreman owns 1,253,443 shares , a decrease of 20.57% of from the previous quarter. This position accounts for 0.54% of the $3.85 billion portfolio of Dreman Value Management. John Hussman owns 1,500,000 shares , a decrease of 25% of from the previous quarter. This position accounts for 0.46% of the $5.36 billion portfolio of Hussman Economtrics Advisors, Inc.. Kenneth Fisher owns 89,856 shares , a decrease of 49.46% of from the previous quarter. This position accounts for less than 0.01% of the $29.78 billion portfolio of Fisher Asset Management, LLC. Jean-Marie Eveillard owns 157,682 shares , a decrease of 90.99% of from the previous quarter. This position accounts for 0.02% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC.
Insiders' Positions with PFE: Sell:: Director William C Jr Steere sold 101,923 shares of PFE stock on 08/21/2009 at the average price of 16.44, the price of the stock has increased by 9.85% since; Sell:: Sr. Vice President, Controller Loretta V Cangialosi sold 20,000 shares of PFE stock on 08/18/2009 at the average price of 15.99, the price of the stock has increased by 12.95% since; Sell:: Senior Vice President Natale S Ricciardi sold 15,000 shares of PFE stock on 06/12/2009 at the average price of 14.75, the price of the stock has increased by 22.44% since.
