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Alternative Market Briefing

Institutional investors reduce energy exposures in Q4

Thursday, March 26, 2015

Komfie Manalo, Opalesque Asia:

A study by industry data provider eVestment has found that institutional investors have offloaded their energy stock holdings in the last quarter of 2014 on concerns about global geo-politics, technology and global economic developments.

In its Institutional Quarterly Ownership Report, eVestment said institutional investors fear that these events have created volatility in the supply and price of oil and gas.

Here are some of the study’s key findings:

  • According to data reported to eVestment, the three most valuable technology companies – Google, Apple and Microsoft – lead the rankings for the third consecutive quarter as the most widely held companies in eVestment’s equity database.
  • Roche Holdings AG, previously ranked 19th, fell out of the top 20. Comcast Corporation, which was previously ranked 13th, is now the 8th most widely held stock.
  • Volatility in the energy sector helped drive decreases in allocations to energy stocks across a variety of universes, including U.S. Large Cap Value Equity, U.S. Large Cap Growth Equity, U.S. Large Cap Core Equity and Emerging Markets All Cap Equity.
  • New to the top 20 list from last quarter is Exxon Mobil (ranked 17th), so while institutional investors may be decreasing allocations to energy investments overall, this company looks to be beating that trend.
  • Turmoil in Russia continues to impact investor interes......................

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