BarclayHedge Blog: TrimTabs/BarclayHedge Survey of Hedge Fund Managers

Tuesday, February 7, 2012

TrimTabs/BarclayHedge Survey of Hedge Fund Managers - January 2012 Survey

The topical study from the February 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 108 hedge fund managers we surveyed are still bullish on US equities. Hedge fund managers are getting even more bullish on US equities this month compared to December 2011. Bullish sentiment on the S&P 500 rose to 45.4% in January 2012, the second-highest reading since December 2010, from 42.2% in December 2011.
The rising bullishness of hedge fund managers does not square with equity futures flows. The net position of speculative traders has increased 60% since August. We believe the rise in spec traders’ positions over the past 19 weeks was a bullish driver for the market. Speculative positions are nearly at the same level as one month ago and therefore are exhibiting a neutral signal in the TTDI. . .

Accredited investors can read the entire article for free. From the February 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