Last night we reported that around the time Warren Buffett was making a decision to retire as CEO of Berkshire (at the age of 94), he was not making any notable changes to his massive $260 billion portfolio of stocks, besides the now-traditional slow motion unwind of his bank/financial bets and the occasional modest addition to existing positions (Constellation Brands, Occidental), while adding to his record cash hoard, which now stands at $350 billion.
So what did all the other marquee hedge funds do? Two answers here: first, it doesn't matter, since any thesis they had as of March 31 was completely obliterated just 4 days later when Trump unleashed the (brief) Liberation Day selloff, which prompted most to rapidly delever and unwind their portfolios. Second, here is a breakdown of what some of the most notable hedge funds bought and sold in Q1 courtesy of NewSquawk:
