BALTIMORE ( Stockpickr) -- Crude. Black Gold. Texas Tea. Whatever you call it, we're talking about oil today.That's because oil stocks dominated institutional performance in the fourth quarter of 2011. Last quarter, only three sectors -- consumer discretionary, energy and industrials -- saw an actual increase in buying pressure. But it was energy stocks (namely oil) that made the biggest moves; institutional holdings in energy increased more than discretionary and industrial stocks did put together. Even though oil prices have been backing off for the last few sessions, there's still reason to believe that oil stocks are going to be seeing some of the biggest moves in 2012. Most important, crude oil still looks like a strong trade from a technical perspective, a factor that directly drives profits for oil firms. >>10 Top Warren Buffett Dividend Stocks That's why coattail investors (the retail investors looking to emulate big name portfolio managers) should be paying attention to the stocks big-name money managers are holding right now. 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. In total, 3,151 firms filed the form for the fourth quarter of 2011, and by comparing one quarter's filing to another, we can see how any single fund manager is moving their portfolio around - and what investments are faring the best for them. Today, we'll focus on five institutional favorites in the oil business.
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