BarclayHedge Blog

The topical study from the September 2010 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.

• Hedge fund managers have turned markedly bearish on equities. About 47% of the 104 managers we surveyed in the past week are bearish on the S&P 500, up sharply from 33% in July. Bullish sentiment decreased to 17% from 34%.
  
• Commitment of Traders Reports and Short Interest indicate hedge fund managers have a more neutral position on equities. We suspect this is because the July rally forced many managers to cover short positions, and they are probably waiting for volume to pick up in September to place large trades.
  
• Hedge fund managers are upbeat on 10-year Treasuries. Bullish sentiment clocks in at 36%, while bearish sentiment reads only 17%. Managers are split about the U.S. dollar, as 29% are bullish and 29% are bearish.
  
  Accredited investors can read the entire article for free.
  
  From the September 2010 issue of The Hedge Fund Flow Report. The Hedge Fund Flow Report combines the accuracy of the BarclayHedge database with the analytical insight of TrimTabs Investment Research. The report is generated by TrimTabs Investment Research using the most current data on thousands of hedge funds. An annual subscription includes 12 monthly updates as well as a spreadsheet containing historical flow aggregates by category.
  
  To download a free sample of the entire TrimTabs Hedge Fund Flow Report, simply fill out this short request form.

Labels: CTA, Hedge Fund Flow Topical Study, hedge funds

# posted by BarclayHedge @ 10:19 AM