The biggest hedge funds found a slew of new stocks to pick up in the second quarter as the market bounced off the April lows, according to Morgan Stanley. The Wall Street firm looked at the latest regulatory 13F filings from the top 100 hedge funds by assets under management to help investors assess how positioning shifted in the last quarter. Top professional traders piled into solar stock Enphase Energy , with active ownership rising nearly 8%, Morgan Stanley found. The solar stock could be a value bet, having tumbled more than 46% this year. The stock took a beating last month after the firm issued third-quarter revenue guidance that came below Wall Street estimates. Enphase said tariffs had affected its gross margin. Hedge funds also ramped up their exposure to casino operator MGM Resorts . After a tough start of the year due to tariff concerns, MGM stock bounced back significantly and is now up 6% year to date. The stock got a boost in June after BetMGM, which is jointly owned by MGM and Entain, updated its guidance for the full year. Packaged goods brands Campbell’s and J.M. Smucker also gained popularity among the biggest hedge funds. So did insurance brokerage firm Brown & Brown and pharmaceutical company Charles River Laboratories , according to Morgan Stanley. These holdings reflect positions as of the end of June, and allocations may have changed since then.
Wednesday, February 11
Top hedge funds piled into these S&P 500 stocks in Q2, Morgan Stanley says
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