Will Investors Follow Buffett in Dumping Apple Stock? Here's What Hedge Funds Are Doing
Will Investors Follow Buffett in Dumping Apple Stock? Here's What Hedge Funds Are Doing
Last Friday's weaker-than-expected jobs report drove the tech sector and overall U.S. equity market lower as fears mounted about a potential recession. Reports then broke about Warren Buffett and $Berkshire Hathaway-B (BRK.B.US)$ selling half of its $Apple (AAPL.US)$, further escalating the fears about the health of the market.
上週五業績表現低於預期，引發了對經濟衰退的擔憂，推動科技板塊和整個美國股票市場走低。接着，有報道稱禾倫•巴菲特和其他一些基金大量售出蘋果股票，更進一步引發了市場健康的擔憂。 $伯克希爾-B (BRK.B.US)$ 出售了一半的股份 $蘋果 (AAPL.US)$更進一步加劇了市場健康的擔憂。
In the first quarter of 2024, Buffett trimmed Berkshire's Apple stake, selling a little more than 100 million shares. In the second quarter, Berkshire shed another 390 million shares, according to filings.
Despite the sales, Apple remains Berkshire's largest public holding, as the Buffett-backed investment firm still holds around 400 million shares of Apple, worth nearly $90 billion.
2024年第一季，巴菲特減持了伯克希爾哈撒韋公司的蘋果股份，賣出了10000萬股左右。根據申報文件，第二季度，伯克希爾哈撒韋公司又拋售了39000萬股。
儘管出售了部分股份，但蘋果仍然是伯克希爾哈撒韋公司的最大公共持有股，該公司仍持有大約40000萬股蘋果公司，價值近900億美元。
And while the "Oracle of Omaha" may be taking some profits on the tech giant, other hedge funds are still betting the house on Apple.
儘管“奧馬哈的神諭”可能會在這個科技巨頭上獲利，但其他對沖基金仍在押注蘋果。
Jennison Associates, a fund with more than $200 billion in assets under management (AUM) added more than 11 million shares of Apple in the second quarter, making its Apple position more than 5% of its total portfolio. Jennison first purchased Apple in 2004, and has an average cost basis of around $85 according to Whale Wisdom.
Jennison Associates是一家管理着2000億美元以上資產的基金，在第二季度增加了1100萬股蘋果股票，使其蘋果股票持倉佔到了其總投資組合的5%以上。Jennison於2004年首次購買蘋果股票，根據鯨魚智慧的數據，其平均成本約爲85美元。
William Jones Wealth Management, a New York-based firm with more than $10 billion in AUM added 35,000 shares of Apple in the second quarter, bringing its total holding of Apple to around 2.2 million shares worth around $460 million. William Jones' average Apple cost is about $54 a share.
But, other firms seem to be following Buffett's early lead from the first quarter of 2024.
William Jones Wealth Management是一家總資產超過100億美元的紐約公司，在第二季度增加了35000股蘋果股票，將其蘋果股票持倉增至約220萬股，價值約爲4600萬美元。William Jones的平均蘋果成本約爲54美元每股。
然而，其他公司似乎正在關注巴菲特在2024年第一季度的早期領導。
Coatue Management, an investment firm with around $70 billion in AUM, sold more than two million Apple shares in the first quarter, completely closing the firm's position. Coatue added shares of chip companies like $Taiwan Semiconductor (TSM.US)$, $Broadcom (AVGO.US)$ and others in the first quarter.
Coatue Management是一家管理着約700億美元資產的投資公司，在第一季度賣出了超過200萬股蘋果股票，從而徹底清空該公司的蘋果股票持倉。Coatue在第一季度增持了芯片公司的股票，例如XXX等。 $台積電 (TSM.US)$, $博通 (AVGO.US)$ 第一季度和其他人。
Cerity Partners, a fund with around $20 billion in AUM, sold around 3 million Apple shares in the first quarter. The stock remains a big position for Cerity, with Apple making up a little bit less than 3% of its portfolio.
Cerity Partners是一家擁有約200億美元資產的基金，在第一季度出售了約300萬股蘋果股票。蘋果股票仍然是Cerity的重要持股，蘋果股票僅佔其投資組合的不到3%。