John Overdeck Two Sigma Investments
John Overdeck is a co-founder of Two Sigma Investments, one of the world’s leading quantitative and technology-driven investment firms. Two Sigma applies data science, machine learning, and large-scale computing to markets across asset classes. Overdeck’s firm is a central reference point in discussions of modern systematic investing.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Delta Air Lines
DAL
|
+$101M |
| 2 |
Boeing
BA
|
+$95.9M |
| 3 |
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
|
+$92.9M |
| 4 |
NetApp
NTAP
|
+$88.2M |
| 5 |
Citigroup
C
|
+$80.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Union Pacific
UNP
|
+$151M |
| 2 |
Meta Platforms (Facebook)
META
|
+$139M |
| 3 |
Coca-Cola
KO
|
+$136M |
| 4 |
Wynn Resorts
WYNN
|
+$136M |
| 5 |
General Motors
GM
|
+$134M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.71% |
| 2 | Energy | 12.45% |
| 3 | Financials | 11.69% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 10.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Addus HomeCare
ADUS
$2.26B
| – | – |
-29,469
| Closed | -$853K |
|
2152
AES
AES
$10.5B
| – | – |
-422,942
| Closed | -$5.62M |
|
2153
Aflac
AFL
$58.2B
| – | – |
-1,870,410
| Closed | -$58M |
|
2154
AGCO
AGCO
$7.48B
| – | – |
-5,762
| Closed | -$349K |
|
2155
Applied Industrial Technologies
AIT
$12.5B
| – | – |
-30,686
| Closed | -$1.58M |
|
2156
Akamai
AKAM
$15.9B
| – | – |
-248,885
| Closed | -$12.9M |
|
|
ALX
2157
Alexander's
ALX
$1.35B
| – | – |
-1,878
| Closed | -$537K |
|
|
OSG
2158
Octave Specialty Group
OSG
$205M
| – | – |
-68,933
| Closed | -$1.25M |
|
2159
Advanced Micro Devices
AMD
$773B
| – | – |
-41,358
| Closed | -$157K |
|
2160
Ametek
AME
$54.9B
| – | – |
-520,589
| Closed | -$24M |
|
2161
Affiliated Managers Group
AMG
$9.21B
| – | – |
-34,330
| Closed | -$6.27M |
|
2162
American Tower
AMT
$81.9B
| – | – |
-313,342
| Closed | -$23.2M |
|
2163
Amazon
AMZN
$2.79T
| – | – |
-1,082,620
| Closed | -$16.9M |
|
2164
Amphenol
APH
$194B
| – | – |
-101,008
| Closed | -$977K |
|
|
EFOR
2165
Everforth Inc
EFOR
$1.34B
| – | – |
-81,407
| Closed | -$2.69M |
|
2166
Broadcom
AVGO
$1.75T
| – | – |
-182,050
| Closed | -$785K |
|
|
AXON
2167
Axon Enterprise
AXON
$51B
| – | – |
-141,173
| Closed | -$2.1M |
|
2168
Banc of California
BANC
$2.95B
| – | – |
-42,068
| Closed | -$581K |
|
2169
Bath & Body Works
BBWI
$3.92B
| – | – |
-268,482
| Closed | -$13.3M |
|
2170
Best Buy
BBY
$18.1B
| – | – |
-1,600,443
| Closed | -$60M |
|
2171
Franklin Templeton
BEN
$17.4B
| – | – |
-127,824
| Closed | -$6.46M |
|
2172
Bright Horizons
BFAM
$3.54B
| – | – |
-8,500
| Closed | -$305K |
|
2173
Brown-Forman Class B
BF.B
$13.1B
| – | – |
-66,244
| Closed | -$1.44M |
|
2174
Bread Financial
BFH
$4.07B
| – | – |
-34,152
| Closed | -$5.76M |
|
2175
B&G Foods
BGS
$281M
| – | – |
-12,597
| Closed | -$435K |
|
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John Overdeck's Q4 2013 Portfolio in Review
As of Q4 2013, John Overdeck held 2,602 positions worth $18.1B, up 15% from $15.7B the previous quarter. Its ten largest holdings account for 8.2% of the portfolio.
John Overdeck deployed $1.18B of net new capital in Q4 2013, opening 799 new positions and adding to 840 existing holdings. Its largest new stake was Delta Air Lines: 3,749,562 shares worth $103M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Coca-Cola, an estimated $136M trimmed.
- John Overdeck's largest Q4 2013 buy was Delta Air Lines: 3,749,562 shares worth $103M.
- John Overdeck added most to Boeing in Q4 2013, an estimated $95.9M increase.
- John Overdeck's biggest Q4 2013 reduction was Coca-Cola, cutting an estimated $136M.
- John Overdeck fully exited Union Pacific in Q4 2013, selling an estimated $151M.
- John Overdeck's ten largest holdings make up 8.2% of its $18.1B portfolio in Q4 2013.
- John Overdeck opened 799 new positions and closed 456 in Q4 2013.
- John Overdeck's portfolio value rose 15% quarter-over-quarter to $18.1B.
Based on Two Sigma Investments's 13F filing for Q4 2013, filed 14 Feb 2014.