American Beacon Advisors' Q1 2022 vs. Q2 2022 13F Holdings: A Comprehensive Comparison

As an investor, keeping track of the movements in your portfolio is crucial, especially when it comes to mutual funds. American Beacon Advisors is a well-known investment management firm that specializes in creating tailored investment solutions for individuals and institutions. The firm recently filed its 13F for Q2 2022 with the Securities and Exchange Commission, providing crucial insights into its holdings.

In this article, we'll discuss American Beacon Advisors' Q1 2022 vs. Q2 2022 13F holdings comparison and what it means for investors.

Firstly, let's take a closer look at the data. The firm's Q1 2022 filing shows that it held 37 securities worth $6.6 billion, while its Q2 2022 filing shows that it held 36 securities worth $5.9 billion. This represents a decrease in the number of securities held and the total value of these securities.

Some of the significant changes in holdings include:

ALIBABA GROUP HOLDING (BABA): American Beacon Advisors decreased its holdings in this Chinese multinational technology company by 16.1%. In Q1 2022, the firm held 2519 shares worth $274,000, while in Q2 2022, it held 2019 shares worth $230,000.

INFOSYS LTD (INFY): The firm completely sold out of its holdings in this Indian multinational corporation that provides business consulting and information technology services. In Q1 2022, American Beacon Advisors held 16,917 shares worth $421,000, but in Q2 2022, it had no presence in the company.

TAIWAN SEMICONDUCTOR (TSM): Similarly, American Beacon Advisors sold out its holdings in this Taiwanese multinational semiconductor manufacturing company. It held 3892 shares worth $406,000 in Q1 2022 but had no holdings in Q2 2022.

WNS HOLDINGS LTD (WNS): The firm also completely sold out of its holdings in this Indian business process management company. In Q1 2022, American Beacon Advisors held 4689 shares worth $401,000, which dropped to zero in Q2 2022.

NETEASE INC (NTES): Another Chinese multinational technology company, NetEase, saw a decrease in the firm's holdings by 100%. American Beacon Advisors held 4232 shares worth $380,000 in Q1 2022 but had no presence in the company in Q2 2022.

While some holdings reduced drastically, the firm also made some additions. For instance:

FABRINET (FN): American Beacon Advisors invested in this Thai-American company that provides optical communication products, laser products, and electronic manufacturing services. The firm held 3100 shares worth $326,000 in Q2 2022, indicating a new position.

MERCADOLIBRE INC (MELI): The firm added to its holdings in this Argentine company that operates an online marketplace dedicated to e-commerce and online auctions. American Beacon Advisors held 264 shares worth $314,000 in Q2 2022, indicating an increase from its Q1 2022 holdings of 0%.

BAIDU INC (BIDU): A Chinese multinational technology company, Baidu, also saw an increase in American Beacon Advisors' holdings. The firm held 2344 shares worth $310,000 in Q2 2022, which was an increase from its Q1 2022 holdings of 0%.

In conclusion, American Beacon Advisors' Q1 2022 vs. Q2 2022 13F holdings comparison shows that the firm decreased the number of securities held and the total value of these securities. While the firm entirely sold out of some holdings, it added new positions to its portfolio. Investors should stay alert about the reasons behind the firm's changes and their impact on the overall market trends.