저자: Bloomberg진행자JulieHyman · 외국인
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워런 버핏의 2016년 4분기 13F 보유 변화를 분석한 영상으로, 항공주 비중 확대와 애플 보유 유지가 핵심이다. 버핏은 델타·유나이티드·아메리칸항공 지분을 늘리고 사우스웨스트를 신규 편입했으며, 항공주 총 투자액이 약 20억 달러 이상이라고 소개됨. 항공주는 과거 공급 과잉으로 수익성이 나빴지만 업계 통합이 진행돼 이번에는 다를 수 있다는 논리가 제시됨. 몬산토 지분 약 800만 주(8억 달러 이상)를 매수했는데, 이는 합병 차익거래 성격으로 버핏답지 않은 움직임이라고 분석됨. 한 애널리스트는 그가 합병 성사에 베팅한 것으로 봄. 듀폰(DD) 지분 약 2,100만 주를 전량 매도했고, 그 결과 DD 주가는 하락 흐름을 보임. P&G에는 넬슨 펠츠의 트라이안 펀드가 약 5억 4천만 달러, 지분 0.25% 수준으로 진입했으며, 행동주의 투자자 참여로 주가 부양 기대가 언급됨. P&G는 이미 CEO 교체 등 구조조정을 진행 중임. 애플은 버핏이 지분을 약 3배 늘려 6,100만 주를 보유 중이며, 메뉴라이프도 지분을 두 배로 늘렸다고 함. 애플은 전날 사상 최고가로 마감함. 은행주는 13F 보유자 전체에서 가장 큰 투자 증가를 기록한 종목으로, 금리 상승과 규제 완화 기대가 상승 모멘텀이라고 분석됨. 영상 내 종목별 향후 1~3개월 가격 방향에 대한 명시적 예측 발언은 확인되지 않음.
다듬은 글
Julie Hyman joining us now with some of the highlights starting with Warren Buffett yes Buffett was busy apparently uh during this period um so I'm going to go kind of on a disperate different list here one of the more interesting moves he made was buying some Monsanto shares and the reason that's interesting is because we think of Buffett as sort of a long-term investor but he actually bought Monsanto after buyer agreed to purchase Monsanto so it looks more like a merger Arbitrage play which is again unusual for him to do it's about 8 million shares it's valued at more than $800 million one analyst says you know we assume he's betting the deal is going to go through and that that's what he's betting on in this particular case so those Shares are up a little bit in the pre-market deer is down he exed buffer is a merger arm right exactly that's why it's sort of a surprising thing Brook Southerland uh of uh gadfly has a piece out on that today other folks though playing around with investment do that's right it's not just changing right exactly he does have other people that's right he's got Ted wesler and um Todd coms who are on board as well so deer he exited that stake that's why you saw those shares trading lower 21 million shares is what he had had of deer and Southwest as he's doubling down on the airline Southwest is a new position within the airlines this is something that he announced back in November that he was buying the airlines but the Southwest Stak is a new one and then he also increased his stakes in American in Delta and United Continental uh more than two billion doll in in stakes in each of those companies and now Southwest about $2.2 billion and you know what's funny is he's made some really disparaging comments about Airline investing in the past yeah no he's been very critical of the airline industry but we've seen that the airlines do relatively well um since the election I mean a lot of things have done relatively well since the election but we've seen a lift in the airlines apparently Doug Parker who's one of the airline CEOs made the pitch to him American uh CEO Doug Parker and that's kind of what sold him on this Airline story at a time when uh we have been seeing still some sort of rockiness for the airline industry and historically it's been a boom and bust industry what happens is they make some money so they go out and buy a lot of airplanes sink a lot of money into it and then they have too much capacity and the fairs go down and they lose money yes they don't have good history of capacity discipline exactly but maybe they've gotten to such a level of concentration now they've got so much consolidation going on maybe they can that's the theory that's the theory anyway uh on the airlines they've got very good at charging you for everything right that's and so a better mathematical model um I want to talk about PNG also because Proctor and gble Tryon fund management Nelson peltz's company took a stake there it's not a huge stake uh it's $539 A5 million dollar that's only about a quarter of a percent uh if you look at HDs on the Bloomberg which gives you uh the top holders um but because he is sometimes known as an activist it's something that it looks like it's boosting the shares you the CEO of p& you take the call from Nelson pelts yes you what's what's interesting with PNG is it's already been making a lot of moves right so it'll be interesting to see if Tron does weigh in more vocally to see if it can consolidate further but it's done a lot of reorganization within the company already so they had a new CEO right come in about a year or so ago um kind of talk about Apple yes Apple Buffet buying there as well tripling is holding 61 million shares now is what he holds manual life also was the number two buyer doubling its stake Tiger Tiger Global mizuo Maverick selling their Holdings I mean you always have people sort of moving around in apple right this looks at Apple since Berkshire first took aate yeah he's met a couple of shekels there over there yeah yeah well you know he's he's a pretty good investor he's not bad but Apple of course closed at a record yesterday so that's the other big story there a Bank of America if you look across all the Holdings was the company single-handedly that saw the biggest increase in investment uh from these money managers not shocking given the rally that we have seen in Banks based on not just yields going higher but this thesis that we'll see decreased regulation and rates and fueling the momentum in the financial space
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