Hedge funds have made notable adjustments to their portfolios, particularly within the"Magnificent 7" stocks, according to recent data from Jefferies.
This increase in exposure reflects a growing confidence in these companies' ability to drive future growth, especially as Amazon continues to expand its cloud computing dominance and Microsoft leverages its strong position in AI, enterprise software, and cloud services.) saw reductions in their portfolio weightings, with Netflix being cut by 2.9% and Meta by 2.4%. This shift indicates a cautious approach towards these two companies.
This reduction was primarily redirected into cyclical stocks, which saw their weightings increase by 4.8% to 52.5%, reflecting a shift towards sectors that are more sensitive to economic cycles. Overall, hedge funds are recalibrating their positions within the tech sector, favoring Amazon and Microsoft while trimming stakes in Netflix and Meta, amidst a broader move from secular growth to cyclicals.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
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Fuente: Investingcom - 🏆 450. / 53 Leer más »