Billionaire John Paulson’s Latest Portfolio: Top 5 Stock Picks

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In this article, we discuss the top 5 stock picks of billionaire John Paulson’s latest portfolio. If you want to see some more stocks in this selection, click Billionaire John Paulson’s Latest Portfolio: Top 10 Stock Picks.

5. AngloGold Ashanti Limited (NYSE:AU)

Paulson & Co’s Stake Value: $125,341,000

Percentage of Paulson & Co’s 13F Portfolio: 3.86%

Number of Hedge Fund Holders: 15

John Paulson’s Paulson & Co owned approximately 6 million shares of AngloGold Ashanti Limited (NYSE:AU) in the fourth quarter of 2021, worth $125.3 million, representing 3.86% of the hedge fund’s total securities. AngloGold Ashanti Limited (NYSE:AU) is a gold mining company based in Johannesburg, South Africa, with operations in Africa, the Americas, and Australia.

On March 9, AngloGold Ashanti (NYSE:AU) declared a semi-annual dividend per share of $0.145. The dividend was distributed on April 4, to shareholders of the company as of March 11. On April 13, AngloGold Ashanti (NYSE:AU)’s dividend yield stood at 2.81%. 

Deutsche Bank analyst Liam Fitzpatrick maintained a Buy rating on AngloGold Ashanti (NYSE:AU) and raised the firm’s price target on the stock to $28 from $24 on March 10. According to the analyst, commodity markets are facing an “unprecedented supply shock” as a result of the Ukraine war. Western sanctions against Russia could lead to higher investments in the American commodities space, the analyst added. 

According to the hedge funds tracked by Insider Monkey, 15 funds placed long calls on AngloGold Ashanti (NYSE:AU) at the end of Q4 2021, up from 10 funds in the previous quarter. AQR Capital Management is a leading stakeholder of the company, with 5.4 million shares worth $114 million. 

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