A number of star institutions, such as Baiji, the century-old store under management, Blackrock, the king of asset management, Qiaoshui, the world's largest hedge fund, and 10 billion private equity Jinglin assets in China, have submitted 13F reports one after another to disclose their positions in US stocks in the first quarter.

On the whole, since the beginning of this year, the pullback of US stocks has become more and more intense, with heavy selling of growth stocks led by technology stocks. By contrast, oil stocks have risen by leaps and bounds, thanks to soaring oil prices.

In the face of the turbulent US stock marketWhat kind of position adjustment has been made by "smart money" funds, and which sectors and marks have been added and built up recently?Donovan? Let's take a look at it!

Judging from the bright spot of the position,Blackrock coincides with Buffett, the "god of stock", in the direction of increasing positions in the first quarter.-- buying heavily$Exxon Mobil Corp (XOM.US) $、$Chevron Corp (CVX.US) $Two major oil stocks; increased holdings of Buffett's investment institutions at the same time$Berkshire-B (BRK.B.US) $.

It is worth noting thatIn the first quarter, Qiaoshui bought a lot of emerging market ETF.This may be based on Bridgewater's concern that it will be difficult for the US economy to make a soft landing.

Some media analysts said that this is also the reason why Qiaoshui believes that it is still necessary to invest in China, and that the Chinese market is necessary as a way to diversify the risks of the United States.Qiaoshui continued to increase its holdings in the first quarter of this year.$BABA (BABA.US) $、$Pinduoduo (PDD.US) $、$Bilibili Inc. (BILI.US) $、$NIO Inc. (NIO.US) $、$Baidu, Inc. (BIDU.US) $And other Chinese stocks, "accidental" clearance$Tesla, Inc. (TSLA.US) $.

Jinglin assets is also focused on increasing the positions of US-listed stocks, especially Internet platform enterprises.In its view, after many challenges this year, the enterprises that survive will be more competitive.Among them, the top three heavy stocks are all US-listed stocks:$NetEase, Inc (NTES.US) $In one fell swoop, it has become the most important US stock in Jinglin assets; in addition, it has greatly increased its holdings.$KE Holdings Inc. (BEKE.US) $And$JD.com (JD.US) $It is the second and third position stock.

Through the position changes of top institutions, Niu friends can gain insight into the recent investment wind and institutional asset allocation strategies, and get some ideas from them. Next, Berkshire, Temasek, Capital Group and other star institutions will disclose the details of their positions, let's wait and see!