HM
Higher Moment Capital LP Historical SEC 13F Holdings & Archive (Q4 2018)
Higher Moment Capital LPCIK: 0001599471
High-turnover traderConcentrated strategyContrarian
Total reported value
$30.9M
Reporting period: 2018-12-31 · Number of holdings: 5
Higher Moment Capital LP disclosed 5 holdings in its latest 13F filing for the period ending 2018-12-31, with total reported value of $30.9M and a quarterly turnover rate of 100.0%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "H"
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 10
- Sizing Uniformity
- 92.97
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BND
+1014.2% $9.4M
Trim IWD
-90.8% -$17.0M
Add VNQ
+312.7% $3.7M
Add IYR
-25.5% -$1.3M
Sold out TIP
Sold out IWF
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 36.14% | +36.14% | NEW | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 33.27% | +32.00% | +1014.16% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 16.26% | +14.44% | +312.67% | |
| 4 | IYR | Ishares US Real Estate ETF | ETF-Other | 9.47% | +3.66% | -25.49% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.86% | -20.79% | -90.76% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2018 Q4 | 5 | $30.9M | 100 | ||
| 2018 Q3 | 6 | $72.2M | 48 | ||
| 2018 Q2 | 5 | $66.9M | 86 | ||
| 2018 Q1 | 4 | $26.6M | 100 | ||
| 2017 Q4 | 9 | $103.8M | 85 | ||
| 2017 Q3 | 6 | $90.3M | 84 | ||
| 2017 Q2 | 5 | $74.7M | 92 | ||
| 2017 Q1 | 6 | $52.6M | 33 | ||
| 2016 Q4 | 3 | $37.6M | 100 | ||
| 2016 Q3 | 3 | $88.0M | 38 | ||
| 2016 Q2 | 5 | $110.5M | 31 | ||
| 2016 Q1 | 5 | $81.1M | 62 | ||
| 2015 Q4 | 4 | $42.9M | 58 | ||
| 2015 Q3 | 2 | $50.8M | 29 | ||
| 2015 Q2 | 3 | $41.5M | 48 | ||
| 2015 Q1 | 6 | $67.6M | 50 | ||
| 2014 Q4 | 6 | $82.6M | 58 | ||
| 2014 Q3 | 5 | $95.3M | 48 | ||
| 2014 Q2 | 6 | $86.6M | 35 | ||
| 2014 Q1 | 4 | $73.8M | 63 | ||
| 2013 Q4 | 4 | $38.4M | 0 |
Holding changes this quarter
Higher Moment Capital LP's most significant position changes for 2018-12-31: Sold out: Ishares Tips Bond ETF (TIP); Sold out: Ishares Russell 1000 Growth (IWF); New buy: Ishares Core U.s. Aggregate (AGG); Add: Vanguard Total Bond Market (BND) — shares +1014.16%; Trim: Ishares Russell 1000 Value E (IWD) — shares -90.76%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +32% | +1014.16% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +14.4% | +312.67% | Add |
| 3 | IYR | Ishares US Real Estate ETF | +3.7% | -25.49% | Trim |
| 4 | IWD | Ishares Russell 1000 Value E | -20.8% | -90.76% | Trim |
| 5 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 6 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 7 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Higher Moment Capital LP and what type of investor is it?
Higher Moment Capital LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2018-12-31), the firm manages a tracked equity portfolio valued at approximately $30.9M, spread across 5 disclosed positions.
What are Higher Moment Capital LP's largest equity positions?
Based on the latest 13F filing, Higher Moment Capital LP's top holdings by market value are:
1. Ishares Core U.s. Aggregate (AGG) — $11.2M (36.1%)
2. Vanguard Total Bond Market (BND) — $10.3M (33.3%)
3. Vanguard Real Estate ETF (VNQ) — $5.0M (16.3%)
4. Ishares US Real Estate ETF (IYR) — $2.9M (9.5%)
5. Ishares Russell 1000 Value E (IWD) — $1.5M (4.9%)
What changes did Higher Moment Capital LP make in its most recent portfolio filing?
In the latest reported quarter, Higher Moment Capital LP made 7 notable position adjustments: 1 new positions were initiated, 2 existing holdings were added to, 2 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ishares Tips Bond ETF (TIP); Sold out: Ishares Russell 1000 Growth (IWF); New buy: Ishares Core U.s. Aggregate (AGG); Add: Vanguard Total Bond Market (BND) — shares +1014.16%; Trim: Ishares Russell 1000 Value E (IWD) — shares -90.76%
What sectors does Higher Moment Capital LP focus on?
Sector breakdown data is not yet available for Higher Moment Capital LP. Check back after the next 13F processing cycle.
Investment Profile
Higher Moment Capital LP's portfolio is concentrated and fast-trading.
Its concentration score has risen from 69 to 100 over the past 4 quarters — a shift toward higher-conviction positions.
It has trimmed its IYR position for two straight quarters, cutting it by $5.6M while still holding $2.9M.
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Developer Access
Access Higher Moment Capital LP's institutional profile programmatically:
REST API
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