Dmitry Balyasny Balyasny Asset Management
Dmitry Balyasny is the founder of Balyasny Asset Management, a major multi-strategy and multi-manager hedge fund platform. The firm allocates capital across fundamental equities, macro, quant, and other teams under a central risk framework. Balyasny’s platform is often cited alongside other leading pod-shop multi-strategy firms.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dollar Tree
DLTR
|
+$107M |
| 2 |
Chubb
CB
|
+$107M |
| 3 |
FITB
Fifth Third Bancorp
FITB
|
+$91.9M |
| 4 |
Healthpeak Properties
DOC
|
+$90.9M |
| 5 |
Amazon
AMZN
|
+$86.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$150M |
| 2 |
CenterPoint Energy
CNP
|
+$133M |
| 3 |
Equifax
EFX
|
+$132M |
| 4 |
RTX Corp
RTX
|
+$110M |
| 5 |
Regions Financial
RF
|
+$107M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 19.25% |
| 2 | Consumer Discretionary | 12.8% |
| 3 | Real Estate | 10.08% |
| 4 | Healthcare | 9.86% |
| 5 | Technology | 8.61% |
Similar funds
Dmitry Balyasny's Q4 2018 Portfolio in Review
As of Q4 2018, Dmitry Balyasny held 2,006 positions worth $13.9B, down 37% from $22B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Dmitry Balyasny withdrew a net $5.52B in Q4 2018, closing 664 positions and reducing 517 holdings. Its most notable exit was Equifax, an estimated $132M position sold in full.
By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Real Estate.
Against the trend, Dmitry Balyasny opened a new position in Aflac worth $83M.
- Dmitry Balyasny's largest Q4 2018 buy was Aflac: 1,821,849 shares worth $83M.
- Dmitry Balyasny added most to Dollar Tree in Q4 2018, an estimated $107M increase.
- Dmitry Balyasny's biggest Q4 2018 reduction was Wells Fargo, cutting an estimated $150M.
- Dmitry Balyasny fully exited Equifax in Q4 2018, selling an estimated $132M.
- Dmitry Balyasny's ten largest holdings make up 10% of its $13.9B portfolio in Q4 2018.
- Dmitry Balyasny opened 392 new positions and closed 664 in Q4 2018.
- Dmitry Balyasny's portfolio value fell 37% quarter-over-quarter to $13.9B.
Based on Balyasny Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.