BarclayHedge Blog

The topical study from the November 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 remain downbeat on equities. About 39% of the 102 managers we surveyed are bearish on the S&P 500, while 36% are bullish. Nevertheless, the bullish reading is up significantly from 17% in August.


• Other indicators confirm that hedge funds and speculative traders are downbeat on stocks. NYSE short interest decreased 2.1% between August 31 and October 15, while the S&P 500 soared 12.1% in the same period. Triple long leveraged U.S. equity ETFs have redeemed $1.5 billion since the start of September, while triple leveraged short U.S. equity ETFs hauled in $1.2 billion.


• Hedge fund managers are bearish on Treasuries. About 28% are bearish on the 10-year Treasury note, the largest share since the inception of our survey in May, while only 22% are bullish, the smallest share since June. In contrast, managers have turned much more upbeat on the U.S. dollar index. About 32% are bullish, the largest share since June, while 30% are bearish. . .


Accredited investors can read the entire article for free.

From the November 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 @ 10:07 AM