BALTIMORE ( Stockpickr) -- Funds love the tech sector right now. In spite of the fact that technology stocks underperformed the S&P 500 by a fairly substantial margin in 2011, the information technology sector was last quarter's second-most heavily bought group of stocks.
Even though tech sector buying was big, institutional investors concentrated their efforts on a smaller group of names. Now coattail investors (the retail investors looking to emulate big name portfolio managers) should be paying attention to a handful of tech sector stocks.
To do that, we're focusing on 13F filings. Institutional investors with more than $100 million in assets are required to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F.