What information must institutional investment managers report on Form 13F?
Among other things, Form 13F filings must include: • the issuer name of all Section 13(f) securities (which should be listed in alphabetical order); • a description of the class of security listed (e.g., common stock, put/call option, class A shares, convertible debenture); • the number of shares owned; and • the fair market value of the securities listed, as of the end of the calendar quarter.
