May 16, 2023

In a recent filing, Billionaire investor Warren Buffett cut his holding in US automaker General Motors Co. (GM).

GM – Weekly Chart

GM – Weekly Chart

Investors regularly follow the moves of the “Oracle of Omaha”, and General Motors is set to open lower on Tuesday. The current price of GM stock is $32.37, with support around the $30.30 level. 

Buffett’s Berkshire Hathaway conglomerate posted a new 13F filing with the SEC and showed the latest positions at the firm. The company cut its stake in GM by 20%, while there was also a 19% cut in its position in energy firm Chevron. 

Berkshire reported a new position in US bank Capital One, which led to a 3% gain for the stock on Monday. Positions were cut in BNY Mellon, US Bancorp, and Taiwan Semiconductor. 

Buffett said TSMC was “one of the best-managed and most important companies in the world,” but he “felt better” about his investments in Japan. The investor moved out of the Taiwanese firm after recent tensions between the US and China. However, other investment firms moved in after Buffett’s exit, with Macquarie, Fidelity and Tiger Global buying into the chipmaker. 

At the recent annual meeting, Berkshire bought another 20 million shares of Apple Inc. (AAPL) after stating it was “better than any business” the company owns. Buffett’s reduction in his GM stake could add weakness to the stock as the company tries to reposition itself as an electric vehicle maker and gain market share in China. The 92-year-old investor reduced his GM position despite strong Q1 sales for the automaker.

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