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CIK: 0001163648
Total reported value
$31.2B
$31.2B
1276 檔
27.3%
As reported in its official Q3 2024 Form 13F filing, Ci Investments Inc.'s tracked investment portfolio stood at $31.2B with 1276 total positions.
Ci Investments Inc. executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 4 holdings and trimming 94 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AMZN) accounted for 27.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 1276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.15% | -0.81% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | -0.81% | -3.97% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | -1.06% | -4.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | -0.87% | -7.55% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.71% | -0.75% | +3.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.85% | -1.72% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.14% | -0.49% | -2.99% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.03% | -0.57% | -16.31% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.97% | +0.17% | +11.37% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.55% | -0.17% | -15.41% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.58% | +1084.51% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 1.27% | -0.39% | -19.30% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.28% | +3.21% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | -0.13% | -43.20% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 0.95% | -0.22% | -1.55% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.20% | -24.95% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.17% | -17.66% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 0.92% | -0.43% | -0.10% | |
| 19 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.88% | -0.08% | +6.37% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +1.12% | -11.14% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.09% | -29.93% | |
| 22 | BN | Brookfield CORP | Stock-Financials | 0.70% | -0.29% | +10.07% | |
| 23 | VTR | Ventas Inc | Stock-Real Estate | 0.68% | -0.52% | +9.14% | |
| 24 | CEG | Constellation Energy | Stock-Utilities | 0.64% | +0.07% | -3.61% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | -0.21% | +1.08% | |
| 26 | PLD | Prologis Inc | Stock-Real Estate | 0.60% | -0.19% | -11.51% | |
| 27 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.60% | -0.17% | -1.96% | |
| 28 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.57% | -0.09% | +2.81% | |
| 29 | J | Jacobs Solutions Inc | Stock-Industrials | 0.56% | -0.09% | +4.66% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.21% | +2.20% | |
| 31 | VICI | Vici Properties Inc | Stock-Real Estate | 0.56% | -0.17% | +38.74% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.26% | -11.10% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | -0.07% | +16.45% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.55% | +0.02% | +99.75% | |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.53% | -0.16% | +0.35% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | — | +2.00% | |
| 37 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.53% | -0.08% | +6.43% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.53% | -0.16% | -5.83% | |
| 39 | ACM | Aecom | Stock-Industrials | 0.51% | -0.13% | +2.29% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.51% | -0.03% | +6.48% | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.51% | -0.19% | -0.70% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.62% | -0.08% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.49% | +0.18% | -29.25% | |
| 44 | AES | Aes CORP | Stock-Utilities | 0.49% | — | +22.78% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.74% | -5.77% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.48% | -0.26% | -10.44% | |
| 47 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.46% | -0.16% | +114.47% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.46% | -0.01% | -6.54% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.46% | -0.38% | -2.78% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.04% | +1.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.4% | +11.37% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | — | Unchanged |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +3.25% | Add |
| 4 | ACN | Accenture plc | +0.3% | +99.75% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +1084.51% | Add |
| 6 | DOC | Healthpeak Properties Inc | +0.3% | +114.47% | Add |
| 7 | NFLX | Netflix Inc | +0.2% | +1122.58% | Add |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | +829.71% | Add |
| 9 | VICI | Vici Properties Inc | +0.2% | +38.74% | Add |
| 10 | CARR | Carrier Global CORP | +0.2% | +5238.05% | Add |
| 11 | BN | Brookfield CORP | +0.2% | +10.07% | Add |
| 12 | HDB | Hdfc Bank Ltd-adr | +0.2% | NEW | New buy |
| 13 | ABX | Barrick Gold CORP | +0.2% | NEW | New buy |
| 14 | VTR | Ventas Inc | +0.2% | +9.14% | Add |
| 15 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | NEW | New buy |
| 16 | KLAC | Kla CORP | +0.2% | +154.71% | Add |
| 17 | KKR | Kkr & Co Inc | +0.2% | -1.55% | Trim |
| 18 | XYL | Xylem Inc | +0.2% | +2506.23% | Add |
| 19 | USFD | US Foods Holding CORP | +0.1% | +6.37% | Add |
| 20 | AAPL | Apple Inc | +0.1% | -1.72% | Trim |
| 21 | AES | Aes CORP | +0.1% | +22.78% | Add |
| 22 | PGR | Progressive CORP | +0.1% | +44.76% | Add |
| 23 | AMTM | Amentum Holdings Inc | +0.1% | NEW | New buy |
| 24 | MSI | Motorola Solutions Inc | +0.1% | +2605.50% | Add |
| 25 | CEG | Constellation Energy | +0.1% | -3.61% | Trim |
| 26 | FIX | Comfort Systems USA Inc | +0.1% | +96.89% | Add |
| 27 | MA | Mastercard Inc - A | +0.1% | -2.99% | Trim |
| 28 | SBAC | Sba Communications CORP | +0.1% | +2.81% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | +0.98% | Add |
| 30 | CRH | CRH plc | +0.1% | +44.22% | Add |
| 31 | TSLA | Tesla Inc | +0.1% | +345.90% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | +11251.72% | Add |
| 33 | BKNG | Booking Holdings Inc | +0.1% | +16.45% | Add |
| 34 | AXON | Axon Enterprise Inc | +0.1% | +17066.96% | Add |
| 35 | PANW | Palo Alto Networks Inc | +0.1% | +3021.67% | Add |
| 36 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +301.59% | Add |
| 37 | ZTS | Zoetis Inc | +0.1% | +6.48% | Add |
| 38 | ACM | Aecom | +0.1% | +2.29% | Add |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | -0.10% | Trim |
| 40 | GDX | Vaneck Gold Miners ETF | +0.1% | +35.69% | Add |
| 41 | WDAY | Workday Inc-class A | +0.1% | +128.99% | Add |
| 42 | LYV | Live Nation Entertainment In | +0.1% | -1.96% | Trim |
| 43 | EQIX | Equinix Inc | +0.1% | -0.70% | Trim |
| 44 | JD | Jd.com Inc-adr | +0.1% | +121.34% | Add |
| 45 | FUN | Six Flags Entertainment CORP | +0.1% | NEW | New buy |
| 46 | MELI | Mercadolibre Inc | +0.1% | +11.66% | Add |
| 47 | JPM | Jpmorgan Chase & Co | +0.1% | +3.21% | Add |
| 48 | ETR | Entergy CORP | +0.1% | -0.74% | Trim |
| 49 | YUMC | Yum China Holdings Inc | +0.1% | +14828.82% | Add |
| 50 | MDB | Mongodb Inc | +0.1% | +495.72% | Add |
According to official SEC Form 13F filings, Ci Investments Inc. reported a total U.S. public equity portfolio value of $31.2B across 1276 disclosed positions in Q3 2024.
During Q3 2024, Ci Investments Inc.'s top holdings by market value included IVV (18.1%)、MSFT (4.6%)、AMZN (3.7%). The largest single position, IVV, represented 18.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
HDB
市值: $50.9M
Top Position Liquidated / Trimmed
FUN
前期市值: $23.9M
In Q3 2024, Ci Investments Inc. made 199 total portfolio adjustments, initiating 9 new buys, adding to 92 positions, trimming 94 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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