Feb. 18 at 2:15 PM
$XIFR 13F Reports for the fourth quarter are now in, and it’s not a pretty picture. There are ZERO new positions and more than 30 institutions have SOLD OUT completely. While it is true that some can nitpick and point to a handful of institutions that increased their positions, overall, far more institutions decreased their positions than increased them.
This report is a snapshot of the past. Perhaps the current quarter will be more promising, but that won’t be known until May 15.