Institutional
The Big Funds Were Buying Alphabet in Q1.
This Week, Berkshire Added $10 Billion.
Four of the largest funds opened fresh Alphabet positions in the first quarter, and this week Berkshire added $10 billion to anchor an $80 billion raise. The quarterly 13F filings showed where the conviction was building before it became a public capital call this week. The positioning came first. The deal confirmed it. The first-quarter 13F filings, which disclose institutional equity positions as of March 31, land in a tape that looks split in two. The S&P 500 closed at a record 7,609.78 on June 2, yet Bitcoin slid below $70,000 to about $69,256, and Kresmion's cross-asset regime score faded to near zero. Underneath the index records, the money that institutions actually committed in the quarter concentrated…
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