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TUDOR INVESTMENT CORP ET AL

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STAMFORD CT Investment Advisor Hedge Fund
13F Summary
Tudor Investment Corp ET AL is based out of Stamford. Tudor Investment Corp ET AL is a hedge fund with 21 clients and discretionary assets under management (AUM) of $63,586,929,000 (Form ADV from 2024-09-10). Their last reported 13F filing for Q2 2024 included $19,519,738,932 in managed 13F securities and a top 10 holdings concentration of 34.26%. Tudor Investment Corp ET AL's largest holding is iShares Russell 2000 ETF with shares held of 19,834,500. Whalewisdom has at least 98 13F filings, 16 13D filings, and 126 13G filings
Business Description
The Tudor Group is a collection of affiliated entities that manage client and proprietary assets, engaging in investment advisory services globally for an international clientele. TIC serves as the primary advisory entity within the group, acting as an investment advisor on a discretionary basis to Tudor's clients, alongside its Relying Advisers. Tudor has arrangements with related persons, including investment advisors and private investment funds, that are material to its advisory business. While Tudor acknowledges that commissions paid by one account may subsidize services benefiting another account in the short term, they expect these distortions to balance out over time. Tudor does not allocate the costs or benefits of research and brokerage services among client accounts, as they believe their various sources of research and brokerage services contribute to more effective investment and trading decisions.
Investment Strategy
Tudor employs a variety of investment strategies, both discretionary and quantitative, with the primary objective of seeking capital appreciation. These strategies involve trading and investing globally across a broad range of securities and derivative instruments in fixed income, currency, commodity, and equity asset classes, both exchange-traded and over-the-counter. Tudor's quantitative strategies utilize statistical arbitrage, credit strategies, volatility strategies, and other strategies focused on futures, foreign exchange, and cryptocurrency. These strategies rely on technical, fundamental, and other data inputs and may be automated using machine learning techniques. However, the complexity of these strategies and the potential for market changes can significantly impact performance and may be difficult to predict or mitigate.
Other Contact Information
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2024-06-30

Top Buys (13F)

2024-06-30

Top Sells (13F)

2024-06-30

13F Holdings Summary

2024-06-30

13F Activity

Market Value $19.5b, Prior: $15.7b
Inflows (Outflows) as % of Total MV +19.6946%
New Purchases 786 stocks
Added To 755 stocks
Sold out of 671 stocks
Reduced holdings in 668 stocks
Top 10 Holdings % 34.26%
Turnover %[1] 49.74%
Turnover Alt %[2] 33.3%
Time Held Top 20 0.7 quarters
Time Held Top 10 1 quarters
Time Held All 5.12 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.

2024-06-30

13F Sector Allocation Over Time

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2024-06-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30

Portfolio Performance