CNBC's Leslie Picker takes a look at the consumer holdings of Pershing Square's Bill Ackman following the news of the Starbucks stake. » Read More
Daniel Loeb's Third Point Management has increased their stake in Campbell Soup from 5.65 percent to 6.98 percent, according to a filing with the SEC on Tuesday. Shares of Campbell rose 1 percent in after-hours trading following the news. » Read More
By: Thomas Franck
PPG Industries rallied more than 5 percent in after-hours trading Tuesday after word that Trian Partners has built a stake in the company. » Read More
It's a "rare opportunity to own one of the world's best businesses at a discount," said the hedge fund manager.
CNBC's Leslie Picker reports that Tourbillion founder Jason Karp is shutting down the hedge fund, the third fund to close in less than a week.
Trian Fund Management is considering a takeover bid for Papa John's, the Wall Street Journal reported. The activist hedge fund also has a 13 percent stake in Wendy's.
CNBC's Leslie Picker reports on how hedge funds can make a greater profit from the practice of short-selling when interest rates rise.
Wall Street's top activist investors continue to see more opportunity in consumer products than in any other industry even amid multiple high-profile contests at household names like Procter & Gamble and Campbell Soup.
Rebecca Patterson of Bessemer Trust and Jeffrey Saut of Raymond James debate David Einhorn's decision to sell his remaining shares of Apple, as the tech giant is threatened by a trade war with China.
Greenlight Capital's David Einhorn predicts Tesla will report a "large revenue and earnings disappointment" for its fourth quarter.
David Einhorn's Greenlight Capital sold its remaining shares of Apple due to its heightened valuation and his growing fear of Chinese retaliation in response to U.S. tariffs, according to the billionaire's third quarter letter to investors.
Hedge fund investor Aaron Stern is a big believer in the German utility E.ON turnaround.
Olympic Peak's Todd Westhus recommends shorting AT&T bonds.
CNBC's Leslie Picker reports that breaking up deals, not just betting on mergers, is turning out to be pretty lucrative for activist investors.
So-called activist arbitrageurs create an extra, risk-adjusted, 5.7 percent bounce in the shares of acquirers, researchers at Columbia University and the University of Florida say.
Activist investor Daniel Loeb's hedge fund Third Point files its definitive proxy as it pushes Campbell Soup to consider a sale.
A so-called washing out of less experienced market players will bring to light investors who have survived different points of the economic cycle, said Joe Ngai, managing partner at McKinsey's Greater China office.
To many, the character of Barry Cohen in Shteyngart's new novel, "Lake Success," will bear some resemblances to hedge fund titans like Steve Cohen or Bill Ackman.
Gary Shteyngart, “Lake Success” author, speaks with CNBC's Robert Frank about his new novel, which takes a look at the life of hedge fund insiders.