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These are the 25 stocks that hedge funds love the most right now (AGN, AAPL, FB, TWC, T, AMZN, GOOGL, DAL, VRX, BAC, LBTYK, CHTR, AIG, MSFT, YHOO, BRCM, GM, GILD, LNG)

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heartsHedge funds are loving Allergan, Apple, Facebook, TimeWarner Cable, and AT&T.

That is according to some research from Goldman Sachs, which put together a "Very Important Long Position List."

The investment bank said in the report: "Hedge fund favorite long positions tilt toward growth and momentum, the two best-performing factors in 2015." 

These stocks are the ones that appear the most frequently in the top 10 holdings of hedge fund portfolios with 10 to 200 positions. Goldman analyzed 833 fundamentally-driven hedge funds' portfolios based on their 13-F filings for the second quarter and positions in the beginning of the third quarter.

We've included the top 25 picks ranked from the least held to the most widely held. 

 

Walgreens Boots Alliance

Ticker: WBA

Sub-sector: Drug Retail

Equity Cap: $100B

No. of funds w/ 10 to 200 positions owning stock: 40

No. of funds with stock as top 10 holding: 21

Avg. portfolio weight when stock ranks among top 10 holdings: 6%

% of equity cap owned by hedge funds: 10%

Total return YTD: 22%



Air Products and Chemicals

Ticker: APD

Sub-sector: Industrial Gases

Equity Cap: $32B

No. of funds w/ 10 to 200 positions owning stock: 36

No. of funds with stock as top 10 holding: 23

Avg. portfolio weight when stock ranks among top 10 holdings: 6%

% of equity cap owned by hedge funds: 30%

Total return YTD: 3%



Priceline

Ticker: PCLN

Sub-sector: Internet Retail

Equity Cap: $67B

No. of funds w/ 10 to 200 positions owning stock: 37

No. of funds with stock as top 10 holding: 23

Avg. portfolio weight when stock ranks among top 10 holdings: 7%

% of equity cap owned by hedge funds: 11%

Total return YTD: 13%



See the rest of the story at Business Insider

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