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In Rough Water, Swim With Wall Street Whales?

Monday, 17 May 2010 | 5:44 PM ET

A number of hedge fund heavyweights showed their hands as 13-F filings begin to hit the tape.

Following are the moves that the Fast Money traders find noteworthy.

Noteworthy Buys
Warren Buffett bought into Becton Dickinson and Iron Mountain.

John Paulson increased his stake in Bank of America .
David Einhorn raised his stake in CIT.

Bill Ackman added to his position in Kraft , General Growth Properties and Yum!

Carl Icahn upped his take in Motorola, Genzyme and Lions Gate.

Pershing Square Dissolves Stake in ADP
CNBC's Tyler Mathisen has the details on investors changing stakes in companies.


Noteworthy Sells
Warren Buffett is scaling back in Gannett , Carmax .

George Soros cut his stake in Citi from 95 million to 10,000 and he cut his stake in gold.

John Paulson sold his take outright in Philip Morris .

Cal Icahn reduced his shares in Yahoo! and dissolved his stake in BlockBuster and CIT Group .


Berkshire Hathaway Sells Stakes
CNBC's Tyler Mathisen has the details on Berkshire Hathaway lowering its stake in Kraft, Suntrust Bank, United Health, Carmax, P&G and others.




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Trader disclosure: On May 17, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Terranova Owns Gold; Terranova Owns (PFE), (GLD), (TER), (YHOO), (AXP); Terranova Is Short (X), (GOOG); Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Finerman's Firm Is Short (IJR), (IWM), (MDY), (SPY); Finerman's Firm Is Long S&P Puts; Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Leap; Finerman Owns (BAC), (BAC) Preferred; Finerman Owns (GOOG); Finerman's Firm And Finerman Own (HPQ); Finerman's Firm Owns (JPM), (JPM) Leap; Finerman Owns (JPM); Finerman's Firm Owns (TGT); Finerman Owns (WFC) Preferred; Finerman's Firm Owns (WMT); Najarian Owns (AMD) Calls; Najarian Owns (AKAM) Call Spread; Najarian Owns (C) Calls; Najarian Owns (F) Calls; Najarian Owns (GOOG) Calls; Najarian Owns (HPQ), Is Short (HPQ) Calls; Najarian Owns (MS), Is Short (MS) Calls; Najarian Owns (MCD) Call Spread; Seymour owns (INTC); Jon Najarian owns (DKS); Zach Karabell owns (ATHR); Grasso Owns (BP), (NDAQ), (DYN), (LPX), (ASTM), (ABK), (BAC), (BGP), (C), (CVGI), (JPM), (PRST), (PFE), (BA), (T), (CSCO)

For Joe Terranova
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (AMKR)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (DRYS)

For Brian Kelly
Kanundrum Capital Owns (GFI)
Kanundrum Capital Owns (GLD)
Kanundrum Capital Owns (TLT)
Kanundrum Capital Owns (AUY)
Kanundrum Capital Is Long U.S. Dollar
Kanundrum Capital Is Short Euro
Kanundrum Capital Is Short British Pound
Kanundrum Capital Is Short Swiss Franc
Kanundrum Capital Is Short (XLK)
Kanundrum Capital Is Short (XLI)
Kanundrum Capital Is Short (XLV)
Kanundrum Capital Is Short (XLY)
Kanundrum Capital Is Short (HBC)
Kanundrum Capital Is Short (XLF)


For Steve Grasso
Stuart Frankel And Its Partners Are Short (QQQQ)
Stuart Frankel And Its Partners Are Short (CL)
Stuart Frankel And Its Partners Are Short (AAPL)
Stuart Frankel And Its Partners Own (AMR)
Stuart Frankel And Its Partners Own (BAX)
Stuart Frankel And Its Partners Own (DYN)
Stuart Frankel And Its Partners Own (CUBA)
Stuart Frankel And Its Partners Own (DYN)
Stuart Frankel And Its Partners Own (GERN)
Stuart Frankel And Its Partners Own (HSPO)
Stuart Frankel And Its Partners Own (MERC)
Stuart Frankel And Its Partners Own (NWS.A)
Stuart Frankel And Its Partners Own (NYX)
Stuart Frankel And Its Partners Own (PALM)
Stuart Frankel And Its Partners Own (PDE)
Stuart Frankel And Its Partners Own (PFE)
Stuart Frankel And Its Partners Own (PRST)
Stuart Frankel And Its Partners Own (RDC)
Stuart Frankel And Its Partners Own (TLM)
Stuart Frankel And Its Partners Own (XRX)
Stuart Frankel And Its Partners Own (SDS)
Stuart Frankel And Its Partners Are Short (QQQQ)
Stuart Frankel And Its Partners Are Short (CL)
Stuart Frankel And Its Partners Are Short (AAPL)

For Daniel Amir, Lazard Capital Markets Analyst
Lazard Capital Markets LLC is a market maker in (CREE)

For Steve Cortes
Cortes Is Short Gold, Silver
Cortes Is Long Euro

For Paul Hickey
Hickey Owns (BAC)
Hickey Owns (C)

For Ananda Baruah
Brean Murray, Carret & Co. Is A Market Maker In (DELL)

Other Relevant Disclosures:
Terranova Owned (YHOO) On 4/8/10



CNBC.com with wires

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BDX
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C
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CIT
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GCI
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GGP
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IRM
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MDLZ
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KMX
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LGF
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PM
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YHOO
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YUM
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  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

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