Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New CX NYCB WFC positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CX (~1.7 mln shares), NYCB (~0.75 mln), WFC (~0.61 mln), GLPI (~0.28 mln), KRE (~0.25 mln), MYL (~0.24 mln), HUM (~0.17 mln), MDB (~0.15 mln), PTI (~0.15 mln)
- Increased positions in: NBR (to ~6.7 mln shares from ~2.54 mln shares), OCN (to ~11.05 mln from ~8.66 mln), AMCX (to ~2.89 mln from ~1.35 mln), PE (to ~1.77 mln from ~0.29 mln), ZNGA (to ~10.23 mln from ~9.19 mln) HES (to ~1.67 mln from ~0.98 mln), ETE (to ~1.04 mln from ~0.51 mln) UAL (to ~2.25 mln from ~1.77 mln), SHPG (to ~0.98 mln from ~0.65 mln),
- Maintained positions in: MSFT (~1.12 mln shares), GOOGL (~0.16 mln)
- Closed positions in: ETP (from ~1.58 mln shares), NRZ (from ~1.42 mln), FNF (from ~1.35 mln), CVA (from ~1.21 mln), AIG (from ~0.84 mln), SHLM (from ~0.51 mln), FBM (from ~0.5 mln), WRD (from ~0.4 mln), PQG (from ~0.3 mln), BERY (from ~0.22 mln)
- Decreased positions in: FDC (to ~8.07 mln shares from ~9.07 mln shares), BLL (to ~0.5 mln from ~1.26 mln), I (to ~0.31 mln from ~1 mln), AER (to ~1.54 mln from ~2.15 mln), PYPL (to ~0.5 mln from ~0.89 mln), HRG (to ~0.86 mln from ~1.13 mln), LORL (to ~1.07 mln from ~1.21 mln), DWDP (to ~1.29 mln from ~1.37 mln)
