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by winston » Tue May 03, 2016 9:24 am
It has been the stocks which have the lowest hedge fund concentration that have been among the best performers of the year.
Demonstrates is just how furiously hedge funds have scrambled to double down on the most popular stocks within the HF community, in hopes of recovering from losses driven mostly by the short book and the outperformance of the low concentration stocks.
by winston » Thu May 05, 2016 7:51 pm
In the past two quarters, investors have pulled more money from hedge funds than they put in—almost $17 billion—the worst outflow since 2009.
Hedge funds still command $2.86 trillion in assets, about $1 trillion more than in 2007.
by winston » Wed May 11, 2016 8:29 am
He bought the beaten-down bonds of developer Kaisa Group Holdings Ltd. last year before prices doubled, and has used derivatives to profit from excessive fear in global stock markets.
One of his latest trades -- selling credit default swaps on embattled commodities firm Noble Group Ltd. -- hinges on a call that investors are overly bearish.
Not all of BFAM’s trades have been home runs.
Yuan option positions tied to a view that the economic outlook wasn’t as bad as investors believed lost money during the August devaluation.
BFAM also invested in a Chinese solar company that recently filed for bankruptcy, Fuchs said, without identifying the firm.
by winston » Fri May 20, 2016 8:34 pm
"The top 50 hedge funds sold off US equities for the second consecutive quarter. Funds unloaded nearly $55 billion worth of shares in U.S. equities during the first quarter, which was more than triple the value removed in Q4"
These funds decreased their exposure to equities by 6.9%
The most sold-off stock, according to Birstingl, was Apple, while the stock in which funds increased their position the most was Facebook.
by winston » Thu May 26, 2016 2:22 pm
by winston » Mon May 30, 2016 2:13 pm
Five hedge fund managers made over $1 billion in 2015.
by winston » Thu Jul 14, 2016 1:26 pm
Eighty-four percent of investors in hedge funds pulled money in the first half of the year, and 61 percent said they will probably make withdrawals later this year, according to a Credit Suisse Group AG study released Tuesday.
The main driver among those who redeemed: their fund underperformed.
by winston » Sat Jul 16, 2016 5:22 pm
by winston » Fri Jul 22, 2016 2:00 pm
"Frankly we expect to see assets move from human managers to machine managers.
We also expect to see assets moving from high fee managers to lower fee managers or lower fee vehicles.
And in some cases, assets moving from vehicles with lots of liquidity to assets with less liquidity.
But I do think, I think fundamentally, when you have an industry which has underperformed the market averages and charges 2 and 20, there is going to be a lot of fee pressure on a lot of managers."
by winston » Wed Jul 27, 2016 3:37 pm
As a result, net flows to hedge funds for the second quarter were negative $10.68 billion.
The first half of 2016 saw net flows of negative $27.95 billion.
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