Alberta Investment Management Corp is based out of Edmonton. Their last reported 13F filing for Q4 2023 included $10,636,081,416 in managed 13F securities
and a top 10 holdings concentration of 37.73%. Alberta Investment Management Corp's largest holding is iShares Core S&P 500 ETF with shares held of 2,363,495. Whalewisdom has at least 58 13F filings, 2 13D filings, 41 13G filings, and 23 Form 4 filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 10.61% |
| SPY SPDR S&P 500 ETF TRU | 9.86% |
| EL Estee Lauder Compani | 0.33% |
| HDB HDFC Bank Ltd ADR | 0.24% |
| FTS Fortis Inc | 0.22% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IWM iShares Russell 2000 | 0.93% |
| ATVI Activision Blizzard | 0.9% |
| MSFT Microsoft Corp. | 0.9% |
| V VISA Inc | 0.64% |
| UNH UnitedHealth Group I | 0.61% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 10.61% |
| SPY SPDR S&P 500 ETF TRU | 9.86% |
| RY Royal Bank of Canada | 3.21% |
| TD Toronto-Dominion Ban | 2.89% |
| SU Suncor Energy, Inc. | 2.27% |
2023-12-31
13F Activity
| Market Value | $10.6b, Prior: $9.34b |
| New Purchases | 54 stocks |
| Added To | 183 stocks |
| Sold out of | 76 stocks |
| Reduced holdings in | 163 stocks |
| Top 10 Holdings % | 37.73% |
| Turnover %[1] | 12.72% |
| Turnover Alt %[2] | 19.66% |
| Time Held Top 20 | 11.05 quarters |
| Time Held Top 10 | 9.1 quarters |
| Time Held All | 13.38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31