Eton Park Capital (Eric Mindich) discloses updated portfolio positions in 13F filing: New positions include NXPI, FITB, CMA, V, CHTR; Closed positions include TWTR, ADBE, MON, GOOG, and AMZN
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: RAI (~3.46 mln shares), NXPI (~3.37 mln), FITB (~2.3 mln), CMA (~2.07 mln), RSPP (~1.67 mln), V (~1.49 mln), CMCS.A (~1.28 mln), CHTR (~0.11 mln), ALR (~0 mln)
- Increased positions in: WWAV (to ~5.86 mln shares from ~3.34 mln shares), FANG (to ~1.48 mln from ~0.83 mln), PXD (to ~0.43 mln from ~0.05 mln), CIE (to ~1.97 mln from ~1.6 mln), SYT (to ~0.97 mln from ~0.62 mln) IOC (to ~0.48 mln from ~0.27 mln), DVMT (to ~1.65 mln from ~1.45 mln)
- Maintained positions in: WR (~2.02 mln shares
- Closed positions in: TWTR (from ~3.38 mln shares), RAD (from ~3.08 mln), ADBE (from ~1.71 mln), AFI (from ~1.54 mln),GXP (from ~1.07 mln), SBAC (from ~0.95 mln), MON (from ~0.28 mln), GOOG (from ~0.08 mln), AMZN (from ~0.06 mln)
- Decreased positions in: MSFT (to ~3.84 mln shares from ~6.37 mln shares), AWI (to ~2.31 mln from ~3.67 mln), CDK (to ~1.56 mln from ~2.26 mln), MHK (to ~0.42 mln from ~0.88 mln), HYG (to ~0.46 mln from ~0.79 mln), MOMO (to ~1.4 mln from ~1.56 mln), IMPV (to ~0.66 mln from ~0.82 mln)