巴菲特真要清仓美银？又套现8.6亿美元，持股比例接近监管门槛！

媒体滚动09-25 09:37

财联社9月25日讯（编辑黄君芝）自7月中旬以来，“股神”巴菲特就一直在大举出售美国第二大银行——美国银行（Bank of America）的股票，似有清仓之势。在接连的抛售中，巴菲特已累计套现逾75亿美元，使其执掌的伯克希尔哈撒韦的现金储备更为雄厚了。在最新的抛售行动中，巴菲特旗下伯克希尔哈撒韦进一步卖出8.63亿美元美国银行的股份，使该公司的持股比例接近10%的监管门槛。根据最新提交给...

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America）的股票，似有清仓之势。在接连的抛售中，巴菲特已累计套现逾75亿美元，使其执掌的伯克希尔哈撒韦的现金储备更为雄厚了。\n在最新的抛售行动中，巴菲特旗下伯克希尔哈撒韦进一步卖出8.63亿美元美国银行的股份，使该公司的持股比例接近10%的监管门槛。\n根据最新提交给...</p>\n\n<a href=\"https://finance.sina.com.cn/money/forex/forexinfo/2024-09-25/doc-incqiriv4085797.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.sina.com.cn/money/forex/forexinfo/2024-09-25/doc-incqiriv4085797.shtml","article_id":"2470047918","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/money/forex/forexinfo/2024-09-25/doc-incqiriv4085797.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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Another US $860 million was cashed out, and the shareholding ratio is close to the regulatory threshold!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAC":1,"BRK.A":1,"BRK.B":0.7},"content_text":"财联社9月25日讯（编辑 黄君芝）自7月中旬以来，“股神”巴菲特就一直在大举出售美国第二大银行——美国银行（Bank of America）的股票，似有清仓之势。在接连的抛售中，巴菲特已累计套现逾75亿美元，使其执掌的伯克希尔哈撒韦的现金储备更为雄厚了。\n在最新的抛售行动中，巴菲特旗下伯克希尔哈撒韦进一步卖出8.63亿美元美国银行的股份，使该公司的持股比例接近10%的监管门槛。\n根据最新提交给SEC的一份新文件，伯克希尔哈撒韦于2024年9月20日、23日、24日连续三个交易日减持美国银行股票，合计2156.1万股，套现约8.63亿美元。美国银行是伯克希尔哈撒韦的第三大持仓。\n\n据悉，在此次抛售之后，伯克希尔哈撒韦目前仍持有这家美国第二大银行10.5%的股份，更为接近10%的监管门槛。据悉，一旦持股比例跌破这一门槛，巴菲特将不再需要像现在这样在两个工作日内披露其交易情况。实际上巴菲特更喜欢在没有快速公开披露的情况下买卖股票。\n现年94岁的巴菲特从7月中旬开始减持这笔巨额投资。即使经过数月的抛售，按周二收盘价计算，伯克希尔哈撒韦在美国银行的剩余股份价值仍高达321亿美元，稳居第一大股东地位。\n2011年，巴菲特通过一笔50亿美元的优先股和认股权证交易，建立伯克希尔对美国银行的投资。多年来，巴菲特一直在增持美银股份，并称赞该银行的领导层，但到目前为止，他还没有对自己近期减持的决定做出公开解释。\n有分析人士认为，个中原因包括美银的估值过高，以及美联储时隔四年半的降息行动。据了解，美国银行对于利率周期变化非常敏感，甚至可能比其他银行业同行更加敏感。\n在2022年3月，美联储40年来最激进的加息周期开始时，美国银行从中获得了巨大的收益。美联储上周50个基点的“激进幅度”、以及未来潜在的降息行动意味着，美国银行的净利息收入可能会比同行受到更大的伤害。\n至于，巴菲特接连的抛售是不是真的意味着要清仓美银，还尚未可知。不过按其习惯来说，当他开始卖出一只股票时，最终会清仓该股。而且，近年来，伯克希尔已经清仓了多家银行的股票，包括美国合众银行、富国银行、纽约梅隆银行。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2470047918"}