Gain Insights from Institutional and 13F Filings | Bloomberg Professional Services
Webinar

Gain Insights From Institutional and 13F Filings

Many investors use holdings data, including 13Fs, to follow how hedge funds and other institutional filers are positioned and which stocks have significantly changed in their portfolios. Bloomberg has a number of new tools on the terminal and using BQL (Bloomberg Query Language) syntax to pull and manipulate data to gain meaningful insight on those institution’s current and historical positions.

During the session we will highlight and review how you can use this information to gain insight into holdings and how it relates to your portfolio.  Topics we will cover include:

  • Create holding groups to follow key institutions and hedge funds of interest.
  • Get instant alerts delivered to your inbox for changes in positions.
  • How to pull and analyze historical 13F filing data using our BQL syntax and specific templates that allow you to gain insights from those holdings on a monthly/daily frequency.
  • Overview of our newest buyside platform called BQuant which will allow you to use python programming language to create apps to gain more powerful data insights with interactive visuals.

Speakers

KAI BLATNICKY

Equity Specialist

BLOOMBERG/ 731 LEX

Kai Blatnicky spent 15-years as an M&A investment bankers at CIBC World Markets in both Canada and the U.S. before transitioning to the buy side where he was an Analyst at Millennium Management, a large New York Hedge Fund. After Millennium, Kai was a Portfolio Manager for a US mutual fund focused on dividends. Kai has been at Bloomberg for more than six years and helps clients with equity functionality. Kai graduated from McGill University in Canada and holds the CFA and CAIA designations.

Carris Lahey

Equity Advanced Specialist

Bloomberg L.P.

Carris Lahey joined Bloomberg 2 years ago after graduating with a dual degree from Northeastern University and Icade Business School in Spain. Prior to joining Bloomberg, Carris gained experience in business development and consulting roles. In her current role, Carris focuses on helping clients with all Equity and Research functionality.

Kris Dzekov

Quant Solutions Specialist

Bloomberg L.P.

Kris Dzekov is a Quant Solutions Specialist for Bloomberg's Desktop Build Group, providing bespoke API workflows to Bloomberg's buy-side clients in the Midwest and Tri-State areas. Having spent 5 years with the firm, Kris now acts as the Equity contact for the Desktop Build Group in America and is the author of XLTP XFLN.

Will Griffiths

Quant Solutions Specialist

BLOOMBERG/ LONDON

Will Griffiths is a Quant Solutions Specialist for Bloomberg's Desktop Build Group, focusing on workflow solutions using the Bloomberg Query Language (BQL) within Bloomberg's interactive Python development environment (BQNT).

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