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CIK: 0000740272
Total reported value
$732.0M
$732.0M
195 檔
25.2%
As reported in its official Q3 2024 Form 13F filing, Hudson Edge Investment Partners Inc.'s tracked investment portfolio stood at $732.0M with 195 total positions.
In Q3 2024, Hudson Edge Investment Partners Inc. adopted a defensive or profit-taking posture, trimming 73 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 9.47% | -0.62% | +2.98% | |
| 2 | ICLR | ICON Public Limited Company | Stock-Healthcare | 8.45% | +3.54% | +6.41% | |
| 3 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 7.96% | -0.11% | +158.15% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.60% | +2.93% | +2.97% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.16% | -15.48% | |
| 6 | MET | Metlife Inc | Stock-Financials | 1.57% | +0.04% | -2.76% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.20% | -2.19% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.32% | -0.22% | +5.10% | |
| 9 | C | Citigroup Inc | Stock-Financials | 1.32% | -0.17% | -2.35% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.31% | +0.10% | -11.30% | |
| 11 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.30% | -1.09% | -8.13% | |
| 12 | HUBB | Hubbell Inc | Stock-Industrials | 1.27% | +0.01% | -2.27% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.25% | -0.11% | -3.76% | |
| 14 | ETR | Entergy CORP | Stock-Utilities | 1.25% | — | -12.68% | |
| 15 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.24% | -0.23% | -1.90% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 1.24% | -0.14% | -2.51% | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.24% | +0.01% | -13.31% | |
| 18 | XEL | Xcel Energy Inc | Stock-Utilities | 1.24% | — | -12.68% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | — | -12.13% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.22% | -0.15% | -17.72% | |
| 21 | STT | State Street CORP | Stock-Financials | 1.22% | -0.07% | -10.67% | |
| 22 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.21% | -0.04% | +1.06% | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 1.20% | +0.18% | +4.07% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.19% | -1.04% | -7.40% | |
| 25 | DOV | Dover CORP | Stock-Industrials | 1.19% | -0.18% | +2.46% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | — | -7.42% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.18% | -0.07% | -0.22% | |
| 28 | MTB | M & T Bank CORP | Stock-Financials | 1.17% | -0.15% | -6.77% | |
| 29 | UDR | Udr Inc | Stock-Real Estate | 1.16% | -1.12% | EXIT | |
| 30 | SNA | Snap-on Inc | Stock-Industrials | 1.16% | -0.05% | -1.91% | |
| 31 | AEP | American Electric Power | Stock-Utilities | 1.14% | -0.10% | -13.82% | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.14% | -0.28% | +9.65% | |
| 33 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.11% | +0.01% | +12.55% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.10% | — | -17.92% | |
| 35 | NUE | Nucor CORP | Stock-Materials | 1.10% | -0.17% | +36.79% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 1.09% | — | -2.32% | |
| 37 | CFG | Citizens Financial Group | Stock-Financials | 1.07% | — | -11.93% | |
| 38 | ACN | Accenture plc | Stock-Tech | 1.07% | -0.19% | +37.18% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 1.05% | -0.15% | +25.22% | |
| 40 | BERYEUR | Berry Global Group Inc | Stock-Other | 1.00% | — | -2.29% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.00% | — | +0.76% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.99% | -0.26% | -2.46% | |
| 43 | OKE | Oneok Inc | Stock-Energy | 0.98% | -0.33% | — | |
| 44 | COP | Conocophillips | Stock-Energy | 0.96% | -0.40% | -2.26% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.96% | -0.28% | -2.19% | |
| 46 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 0.95% | — | -2.29% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.92% | -0.02% | -2.31% | |
| 48 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.91% | — | +4.47% | |
| 49 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.89% | — | NEW | |
| 50 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.87% | -0.04% | -1.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OKE | Oneok Inc | +1% | NEW | New buy |
| 2 | MDT | Medtronic plc | +0.7% | NEW | New buy |
| 3 | UDR | Udr Inc | +0.6% | +103.03% | Add |
| 4 | ACN | Accenture plc | +0.4% | +37.18% | Add |
| 5 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 6 | BMY | Bristol-myers Squibb Co | +0.3% | +5.10% | Add |
| 7 | NUE | Nucor CORP | +0.2% | +36.79% | Add |
| 8 | HCA | Hca Healthcare Inc | +0.2% | -1.90% | Trim |
| 9 | COR | Cencora Inc | +0.2% | +25.22% | Add |
| 10 | MET | Metlife Inc | +0.1% | -2.76% | Trim |
| 11 | FISV | Fiserv Inc | +0.1% | -2.51% | Trim |
| 12 | AFL | Aflac Inc | +0.1% | -7.40% | Trim |
| 13 | HUBB | Hubbell Inc | +0.1% | -2.27% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -11.30% | Trim |
| 15 | DGX | Quest Diagnostics Inc | +0.1% | +4.47% | Add |
| 16 | COF | Capital One Financial CORP | +0.1% | +4.07% | Add |
| 17 | GPC | Genuine Parts Co | +0.1% | +12.55% | Add |
| 18 | ASO | Academy Sports & Outdoors In | +0.1% | NEW | New buy |
| 19 | BERYEUR | Berry Global Group Inc | +0.1% | -2.29% | Trim |
| 20 | LOW | Lowe's Cos Inc | +0.1% | -1.53% | Trim |
| 21 | JNJ | Johnson & Johnson | +0.1% | -2.19% | Trim |
| 22 | KHC | Kraft Heinz Co/the | +0.1% | +1.06% | Add |
| 23 | MTB | M & T Bank CORP | +0.1% | -6.77% | Trim |
| 24 | STZ | Constellation Brands Inc-a | +0.1% | +9.65% | Add |
| 25 | HSIC | Henry Schein Inc | +0.1% | -2.23% | Trim |
| 26 | MCD | Mcdonald's CORP | +0.1% | -1.60% | Trim |
| 27 | URI | United Rentals Inc | +0.1% | -13.31% | Trim |
| 28 | HD | Home Depot Inc | +0.1% | -7.42% | Trim |
| 29 | DOV | Dover CORP | +0.1% | +2.46% | Add |
| 30 | SNA | Snap-on Inc | +0.1% | -1.91% | Trim |
| 31 | OSBC | Old Second Bancorp Inc | +0.1% | +83.67% | Add |
| 32 | PDM | Piedmont Realty Trust Inc | +0.1% | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | 0% | -3.76% | Trim |
| 34 | ETR | Entergy CORP | 0% | -12.68% | Trim |
| 35 | SJM | Jm Smucker Co/the | 0% | -1.52% | Trim |
| 36 | RRX | Regal Rexnord CORP | 0% | +39.52% | Add |
| 37 | XEL | Xcel Energy Inc | 0% | -12.68% | Trim |
| 38 | STT | State Street CORP | 0% | -10.67% | Trim |
| 39 | CMCSA | Comcast Corp-class A | 0% | -0.22% | Trim |
| 40 | AMTM | Amentum Holdings Inc | 0% | NEW | New buy |
| 41 | BX | Blackstone Inc | 0% | -2.75% | Trim |
| 42 | HOMB | Home Bancshares Inc | 0% | +8.98% | Add |
| 43 | MGRC | Mcgrath Rentcorp | 0% | +257.44% | Add |
| 44 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 45 | WBD | Warner Bros Discovery Inc | 0% | -2.33% | Trim |
| 46 | IPG | Interpublic Group Of Cos Inc | 0% | -2.29% | Trim |
| 47 | AAPL | Apple Inc | 0% | -2.19% | Trim |
| 48 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 49 | NMIH | Nmi Holdings Inc | 0% | — | Unchanged |
| 50 | ENS | Enersys | 0% | +28.86% | Add |
According to official SEC Form 13F filings, Hudson Edge Investment Partners Inc. reported a total U.S. public equity portfolio value of $732.0M across 195 disclosed positions in Q3 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including HDB, ICLR, RYAAY) accounted for 25.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
OKE
市值: $5.3M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $2.1M
During Q3 2024, Hudson Edge Investment Partners Inc.'s top holdings by market value included HDB (9.5%)、ICLR (8.4%)、RYAAY (8.0%). The largest single position, HDB, represented 9.5% of total portfolio value.
In Q3 2024, Hudson Edge Investment Partners Inc. made 124 total portfolio adjustments, initiating 9 new buys, adding to 36 positions, trimming 73 holdings, and fully liquidating 6 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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