1/ Okay kiddies, 13F's are out. Couple of high level points:
No new whales
No real ESG funds
More first page selling than buying. That's correct, more sellers than buyers just from the first page (which is all that matters)
No new whales
No real ESG funds
More first page selling than buying. That's correct, more sellers than buyers just from the first page (which is all that matters)
2/ Here are you buyers. 13mm shares from this front page group. Renaissance the biggest at 3.2mm. This is a pure momentum play by them. When the momentum shifts. . . Susquehenna also showing up as noted previously (SIG). Your boy from TRowe tiptoed back in too with 789k. 
3/ Whalerock, a Boston shop, showing up as a new buyer with a yuuuge 328k share position. Wouldn't expect that to be a long term hold. Cohen added some, Wellington added tiny.
4/ Here are your sellers, starting with the Saudi's. 15mm from this front page. Saudi's half that. Then Invesco (Powershares), Citadel and. . . . ARK.
Morgan Stanley also a net seller. Where's the love for Jonas? Jennison, a long-term holder, also a net seller.
Morgan Stanley also a net seller. Where's the love for Jonas? Jennison, a long-term holder, also a net seller.
Actually many long term holders have pared back. That Renaissance was the big buyer is the best news shorts could hope for. That ain't sticky money.
