Below is a summary from the recent hedge fund quarterly filings of holdings.  Keep in mind these were filed on 12/31/18 and the markets have moved quite a bit higher and the sharp downside action in December likely did a shake out of a lot of positions.  Regardless, I like seeing trends with multiple sales or buys of a particular company.  

TOP BUYS AND TOP SALES OF IMPORTANT HEDGE FUNDS IN Q4 2018

 

Adage:
Top Buys: GE, BURL, W, WMT, WM
Top Sales: AET, SHPG, AAPL, DE, COL

Appaloosa:
Top Buys: PCG, ETP-PC, AMLP, ALL, COOP
Top Sales: BABA, MU, LRCX, XPO, STT

Balyasny:
Top Buys: V, DLTR, CB, EXC, HCP
Top Sales: AAPL calls, SBUX calls, GOOGL calls, AMZN puts, SPY puts

Baupost:

Top Buys: EBAY, LBTYK, AKBA, UNVR, CBS
Top Sales: PCG, TRCO, AGN, AABA, CAH

Berkshire:
Top Buys: JPM, GM, RHT, BAC, BK
Top Sales: AAPL, ORCL, PSX, LUV, UAL

Bridgewater:
Top Buys: IVV, EWY, XEC, IP, ADS             
Top Sales: SPY, EWZ, HYG, EWT, TOL

Capital Research Global Investors:
Top Buys: LNEGY, CI, KO, JPM, AMGN
Top Sales: NFLX, AMZN, GOOG, ESRX, QCOM

Capital World Investors:
Top Buys: LNEGY, AVGO, CI, PFE, CME
Top Sales: AMZN, WFC, AET, ESRX, PM

Citadel:
Top Buys: AMZN, HYG puts, QQQ calls, TSLA puts, IWM calls
Top Sales:  SPY calls, QQQ puts, AMZN calls, LOW, MS

Coatue:
Top Buys: BABA, PLAN, AMZN, DATA, MA
Top Sales: QCOM, ROKU, PYPL, NKE, AAPL

Cohen & Steers:
Top Buys: VTR, SBAC, PSA, WELL, SITC
Top Sales: SPG, CCI, SITC, HTA, BRX

Corvex:
Top Buys: SPY calls, FANG, QQQ puts, IWM puts, SMH puts
Top Sales: EGN, MHK, NXPI calls, BAC, ICE

Davidson Kempner:
Top Buys: AABA, CI, CTRA, WDAY pr N, AAP
Top Sales: AET, COL, ESRX, DELL, FTV puts

D.E. Shaw:
Top Buys: BABA, ORCL, TWTR, FB, FB puts
Top Sales: AMZN, NVDA, AET, SPY, T

Duquesne Family Office:
Top Buys: MSFT, TSLA puts, EEM, COUP, ISRG
Top Sales: GOOGL, IBB, CRM, AMZN, C

Elliott:
Top Buys: DELL (c), VNG puts, NLSN, EBAY calls, MAR puts
Top Sales: SMH puts, QQQ puts, DELL, NXPI, XOP puts

Eminence:
Top Buys: GPK, RCL, TMO, BABA, PYPL
Top Sales: LEN, CSOD, IQV, VMC, AABA

Fir Tree:
Top Buys: ROAN, MHK, EA, NXPI pr N, SHPG
Top Sales: C, NXPI, LKQ, GE, GE calls

Glenview:
Top Buys: SHPG, CI, GOOGL, CVS, HCA
Top Sales: ESRX, AET, NWL, AGN, FDX

Greenlight:
Top Buys: ATUS, TPX, HGV, AER, SATS
Top Sales: BHF, AABA, IAC, VOYA, PRGO

Highfields:
Top Buys: AAPL, QQQ, MIK, HGV, IWN
Top Sales: AET, NXPI, GOOGL, SHPG, EQT

Icahn:
Top Buys: DELL (c), FANG, IEP, TEN, NWL
Top Sales: DELL, EGN, ARII, AFSI, VMW

Invesco:
Top Buys: INTC, PEP, VZ, CMCSA, WLTW
Top Sales: AAPL, AMZN, NVDA, ESRX, FB

Jana:
Top Buys: CAG, DXC calls, TIF, EXAS calls, CNC
Top Sales: PF, EA, KDP, BABA, A

Lone Pine:
Top Buys: BKNG, AMZN, MA, TIF, ADSK
Top Sales: GOOG, EA, NVDA, FDC, UNP

Long Pond:
Top Buys: HPP, SHW, HGV, MAR, WH
Top Sales: SPY puts, AIV, PGRE, PEN, CZR

Lord Abbett:
Top Buys: MRK, SWK, VZ, PG, ETSY
Top Sales: BKLN, ROKU, XPO, NVDA, SIVB

Maverick:
Top Buys: GOOG, EXP, BABA, CNC, SCHW
Top Sales: UHS, TMUS, DIS, CBS, LRCX

Melvin:
Top Buys: ADBE, LVS, PYPL, AMZN, ALGN
Top Sales: EA calls, STZ calls, MSFT, BABA, STZ

Millennium:
Top Buys: SBUX, CELG, BMY, TSLA, ORCL
Top Sales: SPY calls, FTV, ANDV, AET, FTV puts

Moore:
Top Buys: IVV, SPT puts, GDX, EEM calls, IWM puts
Top Sales: SPY calls, QQQ calls, FXI calls, FDC, PVH

Omega:
Top Buys: CVS, CI, COOP, MPC, TCRD
Top Sales: SBGI, AMCX, FRAC, MSFT, PVH

Paulson:
Top Buys: SHPG, FOX, RHT, TVPT, BSIG
Top Sales: CA, DELL, AET, T, DNB

Pershing Square:
Top Buys: HLT, SBUX
Top Sales: QSR, CMG, HHC

Pointstate:
Top Buys: EEM, TMUS, AMZN, DLTR, I
Top Sales: LYB, BABA, ECA, NSC, NOW

Point72:
Top Buys: BAX, C, GOOGL, COP, PYPL calls
Top Sales: MPC calls, SPY puts, AMZN calls, MPC, MSFT

Renaissance Technologies:
Top Buys: AAPL, FB, DUK, SLB, V
Top Sales: ALGN, DELL, NVDA, DHR, CVX

Ruane Cunniff & Goldfarb:
Top Buys: EA, BABA, BRK.B, W, YNDX
Top Sales: TJX, WFC, AMZN, MHK, JEC

Sandell:
Top Buys: RHT, IMPV, IDTI, ITG, VVC
Top Sales: AET, PF, COL, CA, EVHC

Soros:
Top Buys: QQQ puts, XLF, IWB, PM, MDLZ
Top Sales: SPY calls, XLE calls, AET, I, MSFT

Starboard Value:
Top Buys: DLTR, MGLN, BAX, MRVL, IWN
Top Sales: FCE.A, WEB, BMS, NWL

Third Point:
Top Buys: CPB, SHPG, CRM, CI, IQV
Top Sales: UTX, BABA, MSFT, NFLX, MPC

TIAA:
Top Buys: LNEGY, PG, MSFT, MRK, INTC
Top Sales: AAPL, AMZN, PX, FDX, DXC

Tiger Global:
Top Buys: FCAU, JD, MSFT, TDG, STNE
Top Sales: AMZN, BABA, NFLX, AAPL, BKNG

Trian:
Top Buys: PG, PPG, MDLZ, BK
Top Sales: SYY, PNR

Two Sigma:
Top Buys: XLE, EA, SBUX, SLB, MCD
Top Sales: QCOM, AMZN, ANTM, DIS, XLY

Valueact:
Top Buys: MS, ACA, C, CBRE, STX
Top Sales: ADS, TRN, AWI, XRAY, SYMC

Viking Global:
Top Buys: GOOGL, AMZN, ADBE, V, NFLX
Top Sales: GE, ECA, DIS, PE, DWDP

Wellington:
Top Buys: VZ, AMT, LNEGY, DE, KO
Top Sales: AAPL, PX, AET, COST, HON

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