BarclayHedge Blog: TrimTabs/BarclayHedge Survey of Hedge Fund Managers

Monday, January 9, 2012

TrimTabs/BarclayHedge Survey of Hedge Fund Managers - December 2011 Survey

The topical study from the January 2012 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.

A plurality of the 101 hedge fund managers we surveyed have turned bullish on US equities. Bullish sentiment on the S&P 500 stands at 42% in December, the second-highest reading this year. Bearish sentiment dropped to 30%, the lowest reading since July 2011, from 36% in November. This is only the third month that managers have been markedly bullish (January, July, and December) in 2011.
The rising bullishness of hedge fund managers squares with equity futures flows. Speculative traders have been net buyers of equity futures in only seven weeks in 2011. Additionally, the net position of spec traders has increased 50% since November. The current level of speculative traders’ positions is at the highest level since August. We believe positive change in spec traders’ positions over the past 19 weeks is a bullish indicator. . .

Accredited investors can read the entire article for free. From the January 2012 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, flows into CTAs, flows into hedge funds, Hedge Fund Flow Topical Study, hedge funds