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Cool tool: Mutual Fund Facts About Individual Stocks

My first vice president in charge of finding cool links happened upon this one this morning:, which has a sortable database of how much every mutual fund had invested in every stock. Here’s the page for Caterpillar.

Scroll down and you’ll see a list of funds on the left-hand side, with columns of numbers revealing how many share they own, how many they sold, how many they bought, how much they won or lost, and so forth. Clicking on the gray column headers sorts the data, which yields cool data such as:

  • Who owns the most Cat shares: Capital World Investors, 42,236,500 shares (which also produces the highest value, $1,314,822,245, and the greatest loss: $-246,238,795)
  • Who sold the most: Wellington Capital Management, 7,249,924 shares (reported in November 2008).
  • Whose shares gained the most: Disciplined Growth Fund (American Century Quantitative Equity Funds Inc), 6202.03 %
  • Who bought the most lately: Eaton Vance Management, Feb. 11 2009 (report date, not the actual date of the transaction), 1,418,907 shares.

Disclosure: I sold most of my Wellington fund about the same time.

Click away and see what you think.

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Tom Mangan posted at 11:14 am February 13th, 2009 |

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