Interesting Q4 2011 filings received so far

As of the time of this article only about one third of all 13F filings for the Dec. 31, 2011 quarter have come in.  Most of the big names won’t file until the last minute, but there are a few interesting filings that have been received so far.

As you can see from the tables below, the top selections didn’t show much change with Cisco and Apple jumped have jumping up a few spots. Vodaphone, Proctor and Gamble, Baidu, Royal Dutch Shell, Corning and Amazon all jumped into the top 30 list while IBM, Wells Fargo, Target, Occidental Petroleum, Intel and Bristol-Myers have fallen out of the list.

Look at the most concentrated holdings below:

Compare that with their Q3 2011 holdings:

The following 13F filings were used for our analysis:

• MOTLEY FOOL ASSET MANAGEMENT
• BANYAN PARTNERS, LLC
• ABINGWORTH LLP
• BALESTRA CAPITAL LTD.
• VALIANT CAPITAL MANAGEMENT
• COVEPOINT CAPITAL ADVISORS
• QUANTITATIVE INVESTMENT 
• HOLOWESKO PARTNERS LTD
• KAHN BROTHERS & CO INC /DE
• YACKTMAN ASSET MANAGEMENT CO
• WINSLOW CAPITAL MANAGEMENT 
• TWEEDY BROWNE CO LLC
• THORNBURG INVESTMENT
• SHAH CAPITAL MANAGEMENT
• ROBECO INVESTMENT MANAGEMENT
• RIVANNA CAPITAL, LLC
• PRAESIDIUM INVESTMENT MANAGE
• PICTET ASSET MANAGEMENT LTD
• MARATHON ASSET MANAGEMENT LLP
• LAZARD ASSET MANAGEMENT LLC
• HUSSMAN STRATEGIC ADVISORS
• HUNTER GLOBAL INVESTORS L P
• HAWKEYE CAPITAL MANAGEMENT
• GLICKENHAUS & CO
• GENERATION INVESTMENT
• GARDNER RUSSO & GARDNER
• FRONTPOINT PARTNERS, L.P.
• FISHER ASSET MANAGEMENT, LLC
• DYNAMIS ADVISORS, LLC
• CUMBERLAND ASSOCIATES LLC
• BENNETT LAWRENCE MANAGEMENT 
• ALLEN INVESTMENT MANAGEMENT
• ACADIAN ASSET MANAGEMENT LLC