Tracking Leon Cooperman’s Omega Advisors Portfolio – Q4 2019 Update


  • Leon Cooperman’s 13F portfolio value increased from $1.68B to $1.88B this quarter. 
  • Omega Advisors increased Energy Transfer Equity (ETE) and DuPont (DD) while reducing Chimera Investment Corp (CIM) during the quarter. 
  • Fiserv (FISV), Alphabet Inc. (GOOG), and Cigna (CI) are the largest three individual stock positions. 

Leon Cooperman’s 13F portfolio value increased ~12% from $1.68B to $1.88B this quarter. Although the 13F report has ~70 positions, the portfolio is concentrated with the top five holdings accounting for over ~37% of the entire portfolio: Fiserv (FISV), Alphabet Inc. (GOOG), Cigna Corp (CI), United Continental (UAL), and WPX Energy (WPX).

Note 1: On UAL, Cooperman said in October 2018 that the stock has doubled ($85 PPS at the time) but expects it to reach $120 in twelve to eighteen months. The stock is currently at ~$26.

Note 2: In 2018, Leon Cooperman returned investor’s money as he moved to a Family Office Structure. The fund now manages his own money.

Below is a spreadsheet that shows the changes to Leon Cooperman's Omega Advisors 13F portfolio holdings as of Q4 2019. For a look at how the portfolio has progressed, see our previous update:




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