“大空頭”一季度掃貨美股:大舉加倉京東阿里至重倉股,買入第一共和等地區銀行
在硅谷銀行等銀行倒閉引爆銀行業危機後,今年3月末,電影《大空頭》的原型、曾因做空次貸而大賺的Scion Asset Management創始人Michael Burry自稱錯判形勢,說他在美聯儲2月會議前給的“賣出”股票建議錯了。
本週一,對衝基金Scion Asset Management遞交美國證監會的13F文件披露,Burry一季度忙着掃貨美股。當季的持倉名義價值超過1.06億美元,有評論稱,這是Burry這些年最繁忙買入美股的季度。
13F文件顯示,Burry領導的Scion一季度清倉了去年的多隻持倉,包括Black Knight、Wolverine World Wide、美高梅(MGM Resorts)、Qurate Retail等,減持了之前的頭號重倉股——私人監獄運營商GEO Group超過66萬股、減持幅度超過62%。
一季度Burry投資美股的一大手筆就是,大舉加倉兩隻中概股京東和阿里巴巴。
其中,Burry對京東美股ADR的持倉從去年四季度末的7.5萬股猛增至25萬股,環比增長2.3倍以上,一季度季末的持倉市值較去年末增加676.3萬美元,增至1097.3萬美元,成爲Burry的頭號重倉股,在其投資組合中的佔比10.261%。
Burry對阿里巴巴美股ADR的持倉環比四季度末增加5萬股,翻倍增至10萬股,一季度末持股市值達102.18萬美元,成爲第二大重倉股,在其投資組合中的佔比9.555%,市值環比增長581.4萬美元。
Burry一季度的另一大動作是,買入包括第一共和銀行(FRC)在內的多隻地區性銀行股。在Burry的21只持倉個股中,有七隻都是金融股,除了富國銀行外,其他基本都是小銀行、地區銀行或者信用卡公司。
其中,一季度Burry購入15萬股第一共和銀行股票,季末市值將近約210萬美元。第一共和銀行股價今年以來下跌超過97%。
Burry一季度購買了西太平洋合衆銀行(PACW)25萬股,季末市值超過240萬美元,隨着銀行業陷入更廣泛動盪,該股股價今年已下跌近79%。Scion還買入了12.5萬股阿萊恩斯西部銀行(WAL)股票,季末市值超過440萬美元,該個股今年已下跌約48%。
Burry還建倉了少數能源股Coterra、NOV和Devon。
Burry本人本週一併未對一季度Scion的持倉置評。在第一共和銀行本月初倒閉並被出售給摩根大通後,最近地區銀行仍是挑動着市場神經。
上週四,阿萊恩斯西部銀行公佈,一季度存款增長18億美元,有保險的存款約佔其存款總額的79%。而當天西太平洋合衆銀行公佈,本月首周存款下降9.5%,稱大部分存款流失源於媒體報道該行研究出售等戰略選擇,讓儲戶更害怕存款不安全。
西太平洋合衆銀行稱,有流動性滿足這些取款需求,當前可用流動性150億美元、無保險存款52億美元。儘管如此,上週四該行股價仍重挫23%,連累三大美股指當天集體收跌。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.