Paulson - Q2 買進美國銀行股

From udn-鮑森 大買美銀高盛股:

準確預測次貸風暴、並在去年大賺25億美元的避險基金經理人鮑森(John paulson)，第二季大買美國銀行(Bank of America)與高盛公司股票，並加碼投資黃金生產商。

據向證管會申報的資料，鮑森擁有的鮑森公司(Paulson & Co.)在第二季以22億美元買進1.68億股美銀股票，成為該行第四大股東，也是鮑森公司上季最大筆的新買進。美銀被政府接管的疑慮解除後，美銀股價第二季大漲94%。鮑森還買進高盛公司200萬股股票。

......不過，管理25億美元資產的舊金山Parnassus投資公司經理人達德森說：「諷刺的是，鮑森是當初正確押注放空次貸相關資產的人。這次他買進的時機很好，但恐怕不會像放空房市那麼成功了。」

另外，鮑森今年也加碼買進黃金生產商股票，以預防全球政府擴大開支可能導致的通貨膨脹風險。金價今年來上漲7.7%。

目前美銀是鮑森的第二大持股，僅次於SPDR黃金信託基金持股。鮑森上季末持有SPDR股權仍維持9%。鮑森也是南非黃金生產商AngloGold Ashanti的最大股東，持股12%；他也是Gold Fields公司美國上市股票的第三大持有者。

From CNBC-John Paulson's Hedge Fund Buys $2.7 Billion Stake in BofA

.....Paulson & Co, which has vaulted to the top ranks of hedge fund managers after two standout years, disclosed on Wednesday that it held 168 million Bank of America shares worth $2.22 billion as of June 30. At today's price, that stake is valued at about $2.7 billion.

...The stake makes him BofA's fourth-largest shareholder.

..Paulson also reported new holdings in other national and regional banks, including 35 million shares of Regions Financial , 2 million shares of Goldman Sachs Group , 1.5 million shares of State Street and 5 million shares of Fifth Third Bancorp shares.

Paulson & Co also reported increased stakes in gold miners AngloGold Ashanti and Gold Fields. The firm also sharply increased its stake in drugmaker Schering Plough to 55.1 million shares on June 30 from 9 million at the end of March.