BarclayHedge Blog: TrimTabs/BarclayHedge Survey of Hedge Fund Managers

Wednesday, April 11, 2012

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

The topical study from the April 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 98 hedge fund managers we surveyed last week are neutral on US equities. Neutral sentiment on the S&P 500 for April climbed more than 11 percentage points to 40.8% in March from 29.5% in February, according to our survey. Bullish sentiment dove to 30.6% in March from 40.0% in February, and bearish sentiment dipped to 28.6% in March from 30.5% in February.
We were interested in whether hedge fund managers’ survey answers squared with actual performance of the S&P 500 in the months after they were surveyed. It appears from our analysis that managers are not great in predicting market direction on a month-to-month basis. . .

Accredited investors can read the entire article for free. From the April 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, funds of hedge funds, Hedge Fund Flow Topical Study