On Friday, regulatory documents showed that prominent fund managers chose to invest in technology and consumer stocks in the second quarter, helping drive the S & P 500 index to rebound near record highs.
while betting on technology stocks, some funds also set up positions in consumer companies that suffered a sharp decline in the first quarter. Tjxcompany Inc., one of the largest hedge funds in the world（ TJX.US ）。 Moore capital, one of the world’s top 20 hedge funds, has significantly increased its stake in Tjx Companies Inc, increasing its share of its portfolio by 528%. In addition, Brahman capital added Harley Davidson, a motorcycle maker（ HOG.US ）The share price has risen 42% in the past three months.
Although several well-known funds seem to be betting on a rebound in consumption, some funds have increased their protection against inflation by investing in gold. Mason Capital Partners, Sandell asset management and Caxton associates have all created new SPDR gold ETFs（ GLD.US ）The ETF is up nearly 28% this year.