Senator Investment Group (Alexander Klabin and Douglas Silverman) discloses updated portfolio positions in 13F filing: DHI DWDP ADP new positions; MGM PHG H increased positions; BAC QQQ OHI PYPL SBLK WTTR closed positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: DHI (~15 mln shares), DWDP (~5 mln), ADP (~3.5 mln), GOGO (~3.25 mln)
- Increased positions in: MGM (to ~9.5 mln shares from ~7.5 mln shares), PHG (to ~2.18 mln from ~0.4 mln), H (to ~3.48 mln from ~1.91 mln)
- Maintained positions in: FCEA (~16.5 mln shares), SYF (~11.4 mln shares), ZAYO (~8.69 mln shares), V (~1.9 mln shares)
- Closed positions in: BAC (from ~5 mln shares), QQQ (from ~4.85 mln), OHI (from ~4.5 mln), PYPL (from ~4.17 mln), SBLK (from ~3.07 mln), WTTR (from ~1.78 mln)
- Decreased positions in: SRC (to ~22 mln shares from ~35 mln shares), DAL (to ~1 mln from ~3.75 mln), AABA (to ~0.52 mln from ~3.24 mln), TWX (to ~2 mln from ~4.23 mln), SBAC (to ~0.63 mln from ~2.4 mln)