Monday, September 12, 2011
TrimTabs/BarclayHedge Survey of Hedge Fund Managers - August Survey
The topical study from the September 2011 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.
- The 86 hedge fund managers we surveyed in the past week have reversed their stance on U.S. equities. Bullish sentiment on the S&P 500 sank to 27% in August, the smallest reading in four months, from 43% in July. Bearish sentiment soared to 42%, the largest reading since August 2010, from 27%. Hedge fund managers have been markedly bullish in only two months (January and July) in 2011.
- Equity futures flows and short interest square with bearishness on the part of hedge fund managers. Leveraged funds increased the number of short S&P 500 contracts 47.2% in the past five weeks, while they kept the number of long contracts roughly steady. Meanwhile, NYSE short interest surged 7.9% in the first half of August. The increase marks the largest since March 2009 and brings short interest to the highest level since October 2010. . .
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.
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