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Old Mutual Customised Solutions (proprietary) LTD Historical SEC 13F Holdings & Archive (Q2 2018)
Old Mutual Customised Solutions (proprietary) LTDCIK: 0001463524
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.0B
Reporting period: 2018-06-30 · Number of holdings: 754
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD disclosed 754 holdings in its latest 13F filing for the period ending 2018-06-30, with total reported value of $1.0B and a quarterly turnover rate of 16.7%.
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Personality snowflake
- Concentration
- 2.51
- Portfolio Stability
- 16.7
- Momentum
- 100
- Sector conviction
- 46.76
- Diversification
- 100
- Sizing Uniformity
- 80.66
Old Mutual Customised Solutions (proprietary) LTD's disclosed holdings carry a Herfindahl concentration index of 0.006 — mathematically equivalent to about 159 equally-sized positions, well below its 754 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 54% 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 V
+297.5% $9.7M
Trim GGAL
0.0% -$6.7M
Add ABBV
+238.9% $5.6M
Add ADBE
+321.2% $5.0M
Trim TEO
0.0% -$3.9M
Trim USB
-65.8% -$3.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 754 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +0.19% | -0.32% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.88% | -0.14% | +0.91% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.09% | -0.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.12% | +0.84% | |
| 5 | INTC | Intel CORP | Stock-Tech | 1.42% | — | +0.24% | |
| 6 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.38% | +0.06% | +2.07% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | +0.95% | +297.54% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | -1.15% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | — | -1.51% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | +0.09% | +1.62% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | +0.07% | -1.46% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.02% | — | +1.13% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | +0.07% | -1.22% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | — | +0.34% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | — | +0.12% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | +0.21% | +3.30% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.10% | — | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.81% | — | +1.58% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.54% | +238.88% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | +2.36% | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.76% | +0.08% | +26.81% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.76% | — | -3.01% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.75% | +0.08% | +3.12% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | — | -0.64% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | — | -4.90% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | — | -3.03% | |
| 27 | GGAL | Grupo Financiero Galicia-adr | Stock-Other | 0.67% | -0.70% | — | |
| 28 | TD | Toronto-dominion Bank | Stock-Financials | 0.65% | — | +1.52% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | — | -1.52% | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.63% | -0.10% | — | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.63% | +0.49% | +321.21% | |
| 32 | COP | Conocophillips | Stock-Energy | 0.62% | +0.09% | +2.30% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | — | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | — | +2.11% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.58% | +0.12% | +7.34% | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.57% | — | -0.47% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | +1.29% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | +0.08% | — | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.53% | — | +2.46% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | — | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.52% | -0.10% | -1.88% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 43 | TEO | Telecom Argentina Sa-sp Adr | Stock-Other | 0.51% | -0.41% | — | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | — | +2.71% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | — | — | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | — | +7.53% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | — | +2.51% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.46% | +0.07% | +2.74% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.45% | — | — | |
| 50 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.44% | — | -0.76% |
1–50 of 200
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2018 Q2 | 754 | $1.0B | 17 | ||
| 2018 Q1 | 739 | $979.8M | 12 | ||
| 2017 Q4 | 755 | $978.1M | 39 | ||
| 2017 Q3 | 792 | $736.8M | 12 | ||
| 2017 Q2 | 786 | $677.9M | 14 | ||
| 2017 Q1 | 791 | $647.5M | 23 | ||
| 2016 Q4 | 811 | $544.8M | 50 | ||
| 2016 Q3 | 709 | $348.0M | 21 | ||
| 2016 Q2 | 728 | $397.2M | 18 | ||
| 2016 Q1 | 708 | $385.9M | 18 | ||
| 2015 Q4 | 721 | $396.0M | 14 | ||
| 2015 Q3 | 724 | $370.4M | 19 | ||
| 2015 Q2 | 727 | $422.4M | 13 | ||
| 2015 Q1 | 721 | $413.5M | 34 | ||
| 2014 Q4 | 726 | $351.5M | 23 | ||
| 2014 Q3 | 717 | $353.8M | 19 | ||
| 2014 Q2 | 733 | $414.3M | 11 | ||
| 2014 Q1 | 763 | $398.6M | 16 | ||
| 2013 Q4 | 773 | $382.8M | 13 | ||
| 2013 Q3 | 774 | $354.3M | 20 | ||
| 2013 Q2 | 1658 | $345.1M | 0 |
Holding changes this quarter
Old Mutual Customised Solutions (proprietary) LTD's most significant position changes for 2018-06-30: Sold out: Time Warner Inc (TWXCHF); Sold out: Petrobras Argentina S A; New buy: Broadcom Inc (AVGO); Sold out: ; New buy: .
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1% | +297.54% | Add |
| 2 | ABBV | Abbvie Inc | +0.5% | +238.88% | Add |
| 3 | ADBE | Adobe Inc | +0.5% | +321.21% | Add |
| 4 | TJX | Tjx Companies Inc | +0.2% | +193.33% | Add |
| 5 | NFLX | Netflix Inc | +0.2% | +3.30% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | -0.32% | Trim |
| 7 | COF | Capital One Financial CORP | +0.2% | +127.11% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +0.84% | Add |
| 9 | NKE | Nike Inc -cl B | +0.1% | +7.34% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 11 | ✓ | +0.1% | +131.20% | Add | |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.59% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +1.62% | Add |
| 14 | COP | Conocophillips | +0.1% | +2.30% | Add |
| 15 | OXY | Occidental Petroleum CORP | +0.1% | +3.26% | Add |
| 16 | ENB | Enbridge Inc | +0.1% | +19.33% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 18 | T | At&t Inc | +0.1% | +26.81% | Add |
| 19 | CVX | Chevron CORP | +0.1% | +3.12% | Add |
| 20 | MA | Mastercard Inc - A | +0.1% | -1.22% | Trim |
| 21 | MRK | Merck & Co. Inc. | +0.1% | -1.46% | Trim |
| 22 | CRM | Salesforce Inc | +0.1% | +2.74% | Add |
| 23 | NEM | Newmont CORP | +0.1% | +140.14% | Add |
| 24 | DTE | Dte Energy Company | +0.1% | +194.44% | Add |
| 25 | HBAN | Huntington Bancshares Inc | +0.1% | +350.16% | Add |
| 26 | DVN | Devon Energy CORP | +0.1% | +34.46% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | +2.07% | Add |
| 28 | SU | Suncor Energy Inc | +0.1% | — | Unchanged |
| 29 | AME | Ametek Inc | -0.1% | -68.16% | Trim |
| 30 | SBUX | Starbucks CORP | -0.1% | — | Unchanged |
| 31 | AMAT | Applied Materials Inc | -0.1% | -2.76% | Trim |
| 32 | CXOEUR | Concho Resources Inc | -0.1% | -78.26% | Trim |
| 33 | MCHP | Microchip Technology Inc | -0.1% | -65.33% | Trim |
| 34 | KDP | Keurig Dr Pepper Inc. | -0.1% | -62.49% | Trim |
| 35 | DG | Dollar General CORP | -0.1% | -62.52% | Trim |
| 36 | BMY | Bristol-myers Squibb Co | -0.1% | -1.88% | Trim |
| 37 | MMM | 3m Co | -0.1% | — | Unchanged |
| 38 | JNJ | Johnson & Johnson | -0.1% | +0.91% | Add |
| 39 | F | Ford Motor Co | -0.2% | -42.62% | Trim |
| 40 | ADP | Automatic Data Processing | -0.2% | -71.02% | Trim |
| 41 | EOG | Eog Resources Inc | -0.2% | -72.20% | Trim |
| 42 | CHTR | Charter Communications Inc-a | -0.3% | -69.09% | Trim |
| 43 | USB | US Bancorp | -0.3% | -65.80% | Trim |
| 44 | TEO | Telecom Argentina Sa-sp Adr | -0.4% | — | Unchanged |
| 45 | GGAL | Grupo Financiero Galicia-adr | -0.7% | — | Unchanged |
| 46 | TWXCHF | Time Warner Inc | — | EXIT | Sold out |
| 47 | ✓ | Petrobras Argentina S A | — | EXIT | Sold out |
| 48 | AVGO | Broadcom Inc | — | NEW | New buy |
| 49 | ✓ | — | EXIT | Sold out | |
| 50 | ✓ | — | NEW | New buy |
Filing History
FAQ
What is Old Mutual Customised Solutions (proprietary) LTD and what type of investor is it?
Old Mutual Customised Solutions (proprietary) LTD 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 (2018-06-30), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 754 disclosed positions.
What are Old Mutual Customised Solutions (proprietary) LTD's largest equity positions?
Based on the latest 13F filing, Old Mutual Customised Solutions (proprietary) LTD's top holdings by market value are:
1. Microsoft CORP (MSFT) — $39.6M (3.9%)
2. Johnson & Johnson (JNJ) — $18.9M (1.9%)
3. Alphabet Inc-cl C (GOOG) — $18.9M (1.9%)
4. Apple Inc (AAPL) — $15.6M (1.6%)
5. Intel CORP (INTC) — $14.3M (1.4%)
What changes did Old Mutual Customised Solutions (proprietary) LTD make in its most recent portfolio filing?
In the latest reported quarter, Old Mutual Customised Solutions (proprietary) LTD made 43 notable position adjustments: 2 new positions were initiated, 22 existing holdings were added to, 16 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Time Warner Inc (TWXCHF); Sold out: Petrobras Argentina S A; New buy: Broadcom Inc (AVGO); Sold out: ; New buy:
What sectors does Old Mutual Customised Solutions (proprietary) LTD focus on?
Old Mutual Customised Solutions (proprietary) LTD is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.2%
• Health Care: 15.8%
• Financials: 14.6%
• Communication Services: 13.7%
• Consumer Discretionary: 9.2%
• Consumer Staples: 8.0%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Old Mutual Customised Solutions (proprietary) LTD's portfolio is broadly diversified and long-term-holding.
It has added to its V position over the past two quarters (+$9.8M, now $12.5M), while trimming GGAL over the same stretch (-$6.7M, still holding $6.7M).
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Developer Access
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