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Re: FrostyEmpire44 post# 833490

Friday, 06/13/2025 7:55:59 AM

Friday, June 13, 2025 7:55:59 AM

Post# of 869572
I suspect we are starting to see who was buying between March and the end of May based on the data I am seeing in the assets held within the funds. Some of the funds are now masking the data and limiting what you can see. Example: one fund now only shows their top 10 holdings by value. Morgan Stanley funds have been purchasing FNMA but to just below 1% of the total portfolio's value. The fund may own 30 stocks, etc but are now only showing the top 10 by value.

Im not sure if this is on purpose or not, but I can no longer peer as deep into the data. I can only interpret this to mean they are masking what they are actively purchasing to keep competition to a minimum.
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