10 Stocks the Smart Money is Buying for 2021

TL;DR

The smart money’s leading stock picks for 2021 included Facebook, Google, Wells Fargo, Microsoft, and other dominant or potentially undervalued companies. DataRoma compiled quarterly 13F filings from 69 major investors, showing both their most-held positions and their most-bought stocks in Q4 2020. Read on to see which companies attracted these investors and the specific reasons highlighted for several picks.

Transcript

hey guys welcome back to the channel in this video we're going to be talking about the top 10 most bought stocks by the big investors of the world as we lead into 2020 might ask well how the hell do you know that brandon and the reason is because of course the big money managers over in the states have to each quarter release a 13 f filing showing ... Read More

Key Insights

• 🛻 Facebook, Google, and Microsoft are top picks for consistent growth and market dominance.
• 🖐️ Value plays like Wells Fargo and Bank of America appeal to investors looking for recovery potential.
• 💪 Tech giants like Amazon and Microsoft continue to attract investor interest for their strong performance.
• 🦸 Super investors prioritizing solid companies for long-term growth and stability.
• 🙈 Warren Buffett's influence seen in Berkshire Hathaway's holdings and key investment decisions.
• 🧘 Shifts in stock positions reflect market trends and investor sentiments.
• 💁 Super investors leverage data analytics to inform their stock picks and investment strategies.

Questions & Answers

Q: What stocks was the smart money buying for 2021?

The most-bought list for Q4 2020 included Exxon Mobil, UnitedHealth Group, Bank of America, Goldman Sachs, Alibaba, Merck, Facebook, Microsoft, and Wells Fargo. These purchases were identified by comparing quarterly 13F filings leading into 2021.

Q: How were the smart money’s stock picks identified?

The analysis used DataRoma, a website that tracks 69 of the world’s largest investors and compiles their portfolio data. Changes between quarterly 13F filings showed what these investors collectively held, bought, and sold.

Q: What were the 10 most-held stocks among the tracked super investors?

The ranked positions were Facebook, Google Class A, Wells Fargo, Google Class C, Bank of America, Microsoft, Comcast, Berkshire Hathaway, Amazon, and Mastercard. Google appeared twice because its two share classes occupied separate positions.

Q: What was the most-held stock among the super investors?

Facebook was the most-held stock, appearing in the portfolios of 29 of the 69 tracked investors. The analysis emphasized Facebook’s large moat and its portfolio of Facebook, Instagram, WhatsApp, and Messenger.

Q: Why was Google widely held by super investors?

Google’s Class A shares ranked second, held by 27 of the 69 investors, while its Class C shares ranked fourth. The reasons highlighted included Google Search, YouTube, its cloud business, its moat, and its continued growth.

Q: Why did super investors hold Wells Fargo?

Wells Fargo ranked third and was held by 25 of the 69 tracked investors. The analysis presents it mainly as a value opportunity because its stock stayed depressed longer after the March 2020 decline and later began rebounding.

Q: Why was Microsoft popular with super investors?

Microsoft was held by 20 of the tracked investors and also appeared among the most-bought stocks in Q4 2020. The analysis points to its large moat, continued growth, consistent performance, and 5.3% share of the S&P 500.

Q: How significant was Bank of America in these portfolios?

Bank of America ranked fifth among the most-held stocks and appeared in 21 of the 69 tracked portfolios. It was also Berkshire Hathaway’s largest bank position, accounting for about 11.3% of Berkshire Hathaway’s portfolio.

Summary & Key Takeaways

• Top 10 most held stocks by super investors: Facebook, Google, Wells Fargo, Microsoft, Comcast, Berkshire Hathaway, Amazon, Mastercard.

• Top 10 most bought stocks leading into 2021: Exxon Mobil, United Health Group, Bank of America, Goldman Sachs, Alibaba, Merck, Facebook, Microsoft, Wells Fargo.