What to watch for in 13F filings from Buffett, Soros, and other players this week

 

Did any high-profile investors scoop up beaten down Apple AAPL -0.06% shares during the first quarter or make contrarian buys of stock-market lagging cyclical companies?

Those answers will come to light by Wednesday evening.

It’s the regulatory deadline for big investors like Warren Buffett and George Soros to file 13F-HR reports that list what stocks their funds bought or sold during the three-month period ended March 31 as the U.S. stock market marched to record highs.

Some new holdings won’t come as a surprise since some of the most high-profile hedge fund managers shared some of their ideas a week ago at the SALT confab in Las Vegas and at the Ira Sohn Conference in New York.

Here’s a recap of what some investors have done:

read more ...