tiprankstipranks

Hutner Capital Management Inc - Daniel E. Hutner

Hutner Capital Management Inc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
46 Followers
tipranks
Daniel E. Hutner

Daniel E. Hutner
Hutner Capital Management Inc

Hedge Fund Manager
Ranked #101 out of 487 Hedge Fund Managers

Portfolio Gain

+88.61%
Since Jan 2016

Sharpe Ratio

2.25
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$169.68M
Daniel E. Hutner manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+13.02%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
26.74% Financial
25.59% Consumer Defensive
15.95% Consumer Cyclical
10.60% Healthcare
5.98% Industrial Goods
4.75% Energy
3.41% Technology
2.59% Basic Materials
1.90% Real Estate
1.57% Communication Services
0.27% Utilities
A breakdown of Hutner Capital Management Inc's portfolio by sector

Hutner Capital Management Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Abbott Labs
Reduced
Healthcare
$100.20
($89.67-$110.73)
-1.58%
-0.34%
4.76M
2.78%
ATVI
Activision Blizzard
Sold Out
Technology
$94.08
($93.60-$94.57)
0.00%
-100.00%
0.00
0.00%
Altria Group
Reduced
Consumer Defensive
$41.29
($39.06-$43.52)
+6.66%
-0.11%
4.12M
2.37%
American Express
Reduced
Financial
$164.60
($140.91-$188.30)
+24.11%
-1.76%
4.24M
2.48%
American Tower
Added
Real Estate
$186.53
($154.58-$218.48)
-19.94%
+0.30%
1.15M
0.67%
Analog Devices
Added
Technology
$178.88
($154.99-$202.77)
-7.22%
+0.73%
2.57M
1.51%
Apple
Added
Technology
$182.65
($165.67-$199.62)
-14.19%
+0.12%
3.24M
1.91%
Berkshire Hathaway A
Not Changed
Financial
$531.26K
($502.00K-$560.51K)
+12.65%
0.00%
28.22M
16.63%
Chevron
Added
Energy
$155.44
($140.72-$170.17)
+8.44%
+0.16%
652.58K
0.38%
Coca-Cola
Reduced
Consumer Defensive
$55.80
($51.55-$60.04)
+2.92%
-1.08%
7.84M
4.58%
See a list of Hutner Capital Management Inc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Hutner Capital Management Inc's performance with other Hedge Funds and the S&P 500

Hutner Capital Management Inc activity FAQ

What is Hutner Capital Management Inc’s portfolio gain since Jun 2013?
Hutner Capital Management Inc’s portfolio gain since Jun 2013 was 88.61%.
    What is Hutner Capital Management Inc’s Sharpe Ratio?
    Hutner Capital Management Inc’s Sharpe Ratio is 2.25.
      What is Hutner Capital Management Inc’s portfolio value?
      Hutner Capital Management Inc’s portfolio value is $169.68M.
        What is Hutner Capital Management Inc’s average return since the fund’s last 13F filing?
        Hutner Capital Management Inc’s average return since the fund’s last 13F filing is 5.24%.
          What was Hutner Capital Management Inc’s average return in the last 12 months?
          Hutner Capital Management Inc’s average return in the last 12 months was 8.53%.
            What was Hutner Capital Management Inc’s average return in the last 3 years?
            Hutner Capital Management Inc’s average return in the last 3 years was 13.02%.
              When was the most recent most recent 13F form submitted by Hutner Capital Management Inc?
              Hutner Capital Management Inc's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Daniel E. Hutner Net Worth?
                  Daniel E. Hutner is Managing Hutner Capital Management Inc which has a net worth of $169.68M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Daniel E. Hutner and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.