Know What's Happening in Hedge Funds
Know What's Happening in Hedge Funds
Citadel Returns $5B to Investors in Unprecedented Profit Give‑Back
Citadel announced a $5 billion profit give‑back to investors in early 2026, emphasizing capital discipline and trimming excess assets to protect alpha. The distribution injects liquidity into the institutional ecosystem, allowing limited partners to redeploy capital into emerging themes.
Institutional investors are rebalancing portfolios toward quantitative and global macro hedge‑fund strategies as volatility, rate uncertainty, and geopolitical shocks return. The shift reflects a deeper focus on true diversification, liquidity, and defensive alpha rather than pure yield hunting. Modern quant platforms leverage AI, alternative data, and cross‑asset models to capture dislocations, while macro managers thrive on divergent monetary policies and commodity cycles. This structural rotation is being led by sovereign wealth funds, pension funds, and large endowments seeking resilient, liquid exposure.
This top II-ranked PC sell-side analyst made +54% per year from 1995–1999 running $15B … then founded a hedge fund that briefly became the largest in the world.
$NVDA down hard because every Hedge Fund on the planet knew the quarter was going to be great and they bought it ahead of that
Crypto hedge funds are emerging as a lifeline for digital‑asset treasury companies (DATCOs) after a sharp crypto downturn erased much of the upside from their buy‑and‑hold model. DATCOs raised more than $15 bn in 2023, but equity values have slumped 60‑70%...
In this episode, Tobias Carlisle and Jake Taylor interview Jonathan Tepper, founder of Previt Capital and author of *The Myth of Capitalism*. Tepper explains his investment approach—buying high‑quality, dominant companies at a discount to intrinsic value—and illustrates it with the...
Private credit allocations to emerging markets hit record levels in 2025‑2026, shifting capital from traditional hubs to cities like Mumbai, São Paulo, Mexico City, and Jakarta. The surge is driven by bank retrenchment, robust demographic growth, and attractive relative yields compared...
Evergreen alternative funds have surged to roughly $493 billion, marking a pivotal shift in asset management. By offering continuous capital deployment and periodic liquidity, they eliminate the timing constraints of traditional closed‑end structures. Wealth managers and high‑net‑worth investors gain public‑market convenience...
Amazon has become the most‑owned stock in hedge‑fund portfolios, overtaking Microsoft and Nvidia. The shift reflects Amazon’s transition from a high‑growth, low‑margin e‑commerce model to a cash‑flow‑generating infrastructure platform spanning cloud, logistics and AI. Over the past two years the...
Hedge funds are increasing exposure to publicly traded quantum computing firms such as IonQ, Rigetti and D‑Wave, moving the technology from venture‑capital niches to institutional portfolios. They employ structured, risk‑managed strategies—pairing longs with shorts, using options, and limiting volatility—to capture...
Maverick Capital reported a $9.3 billion equity portfolio, with the top ten holdings accounting for roughly 44% of assets. The fund’s biggest positions are concentrated in AI infrastructure and semiconductor leaders such as Nvidia, Microsoft, Amazon, TSMC and Applied Materials. At...
A Finviz‑derived sector heat map shows today’s money flow across major equities. Technology leads with the strongest net inflows, while Consumer Cyclical registers notable outflows. Financials see moderate buying pressure and Healthcare remains largely neutral. The visual snapshot helps traders...
Boaz Weinstein, founder of Saba Capital, warned that the private credit market is entering a turbulent phase after Blue Owl Capital’s recent liquidity strain. Blue Owl has limited withdrawals and sold loans to satisfy redemptions, causing its shares to tumble...
The secret hedge funds use to detect market regimes... A 37 page PDF reveals everything:
Swedish boutique Protean Funds will launch a Global Aktiesparfond in late 2026, a low‑cost, actively managed global equity fund positioned between high‑fee active funds and cheap index products. The fund’s management fee is set at less than half the industry...
"If there is a violent drop in public equity prices, we cannot be in a position where we're taking money out of the public book and sliding it into the private book. That's the ultimate sin of our job." - Sean...
One River is buying the quant arm of LGT Capital Partners, a deal that will boost the hedge fund’s assets by roughly a third https://t.co/KuxkGui39M
Separately managed accounts (SMAs) are now the dominant channel for institutional capital, driven by demand for customized exposure and fee transparency. A new report surveying 100 hedge fund managers and 50 allocators uncovers operational friction points, especially around data transparency...
Bajaj Finserv is launching a $1 billion alternative‑investment platform under Bajaj Alternate Investment Management, targeting four verticals—private equity/venture capital, liquid alternatives, listed equity, and real estate. The firm plans to raise roughly ₹1,500‑₹2,000 crore per strategy within the next 18‑24 months, with...
Boaz Weinstein’s Saba Capital, together with Cox Capital, launched tender offers for three Blue Owl semi‑liquid private‑credit funds, proposing cash exits at a 20%‑35% discount to NAV. The move follows Blue Owl’s recent shift from quarterly redemptions to episodic capital...
What did 13F filers do with the Bitcoin ETFs in Q4?? In what should not be much of a surprise -- they were sellers. Advisors and Hedge Funds (the two largest holder categories) were the biggest sellers. Overall 13F Filers sold...
Finviz’s latest treemap visualizes today’s capital flows across four major sectors. Technology stocks dominate the green area, registering the strongest percentage gains, while consumer‑cyclical firms display a mixed green‑red pattern. Healthcare appears largely stable, with modest green pockets, and financials...
Calculo Capital is expanding its systematic commodity platform with two new products slated for 2026. The 3x leveraged Calculo Supra will sit alongside the existing 1x Terra and 2x Altus funds, offering a higher‑intensity, equity‑like risk profile. In parallel, Calculo...
Almost all Hedge Fund types are exposed to Short Dollar. Some are massively Short. *Will they all be right? https://t.co/Uwzu1CzIdx
Bill Ackman's Pershing Square disclosed a roughly $2 billion, 10%‑of‑capital stake in Meta Platforms while exiting its long‑held investment in Hilton Worldwide. The move reflects a shift from a fully priced, mature hotel compounder to what Ackman sees as undervalued AI‑enabled...
In 2026 hedge funds are pouring tens of millions of dollars into alternative data, turning information velocity into a core competitive lever. AI-driven analytics have lowered the barrier to processing vast datasets—from satellite imagery to web traffic—shifting the edge toward...
The Fam was flat in the Long Only and +17bps in the Long/Short Book today We like days like this. Save and make money when the consensus crowd is losing theirs https://t.co/QFJjbKycEg
Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...
The share of private‑debt, infrastructure and other illiquid alternatives has surged among institutional and wealth‑management portfolios, driven by regulatory changes and the search for higher risk‑adjusted returns. However, the absence of deep secondary markets and stale pricing creates cash‑flow uncertainty,...
Drake & Associates, a Waukesha‑based advisory firm, manages $418.75 million in discretionary assets for 988 clients. Its most recent 13F filing shows $502 million in securities with a 65.55% concentration in the top ten holdings, led by the Fidelity Total Bond ETF....
GuidedMoney, LLC reported $179 million in discretionary assets under management and filed a 13F for Q4 2025 showing $187 million in managed securities. The firm’s portfolio is heavily weighted toward ETFs, with Vanguard Total Stock Market ETF (VTI) representing 39.79% of holdings and...
Crypto hedge funds are dramatically cutting exposure as Bitcoin steadies in a narrow mid‑$60,000 range, a full 50% drop from its October peak. The market’s steepest single‑day fall in four years triggered a wave of liquidations, prompting managers to prioritize...
On-chain trackers flagged a transfer of 6,318 BTC, worth about $425 million, from a wallet linked to trader Garrett Jin into Binance. The same day an earlier 5,000‑BTC transfer brought the total moved to Binance to roughly 11,318 BTC (~$761 million). Analysts stress that...
Global Alts Miami 2026 cemented Miami’s status as the new epicenter of alternative investing, drawing thousands of senior hedge‑fund, private‑equity, private‑credit and allocator leaders. The conference highlighted a decisive shift: alternatives have moved from a niche hedge to the backbone...
Wedbush reinstated ServiceNow (NOW) on its IVES AI 30 list on February 9, reversing a December drop. The firm argues that the recent software‑stock sell‑off is exaggerated and that large SaaS players remain beneficiaries of the AI revolution. Analysts led by...
A fascinating chart. Non-commercial traders, primarilly hedge funds and institutions, are currently at one of their most extreme net long positions in #Bitcoin in the entire dataset. The red line has plunged deeply negative, meaning the "net short position" is...
If you gave Jim Simons $1,000 in 1988 and never touched it, you'd have $4 billion after 30 years—before fees. After Simons takes his $1.76 billion cut, you’re still left with $2.24 billion.
Tom Hayes, chairman of Great Hill Capital, delivered a keynote at USC Marshall School of Business on February 11, 2026. He outlined the firm’s recent $5 billion assets‑under‑management expansion and its disciplined risk‑management framework. Hayes highlighted macro opportunities in emerging markets...
SB Capital Management, an Encino‑based hedge fund with $1.2 bn discretionary AUM, filed its 2025 year‑end report covering 310 clients. The firm’s latest 13F filing shows $272.8 m in managed securities with a 47.6% concentration in its top‑10 holdings, led by iShares 0‑5 Year TIPS Bond ETF....
Larch Capital Partners, a Miami‑based advisory firm, reported $645.3 million in discretionary assets under management for the period ending December 31 2025, serving 323 clients. Its most recent 13F filing showed $729.1 million in managed securities, with a striking 93.6% concentration in the top...
Dean Capital Management reported $235 million in 13F securities for Q4 2025, down 12.6% from the prior quarter. The firm’s discretionary AUM stands at $1.13 billion, with the top‑10 holdings accounting for 16.39% of the portfolio. Helmerich & Payne, Inc. is the largest...
Catalyst Investment Management filed its Q4 2025 Form 13F, reporting $105.6 million in managed securities out of $122 million total AUM. The firm’s portfolio is heavily concentrated, with the top ten holdings accounting for 52.06% of assets, and the PIMCO Active Bond ETF (BOND)...
1. Chart in original post shows the weaker USD (DXY) gets, the more flows will move into USD assets...& DXY had biggest drop in 52 yrs in 1H25👇 2. So as long as DXY keeps falling 10-15%/yr, foreign** inflows will grow **37%...
Hedge funds have deepened their net short position in 10‑year Treasury futures, pushing the short to 877.9k contracts and driving the 10‑year yield up to 4.09% after the Supreme Court struck down Trump’s blanket tariffs. At the same time, the...
Volatility is cooling. 30D realized volatility (yellow line) just rolled over and is now below 90D (blue line). When short-term vol drops, the machines re-lever. Vol control funds start buying. Right now, the signal says grind higher until proven otherwise.
BlackRock announced the merger of two of its UK investment trusts, a move supported by activist investor Saba Capital. The consolidation will combine assets worth over £X billion, aiming to enhance scale and reduce operating costs. By streamlining the trusts, BlackRock...
Pershing Square Holdings (PSH) trades about a 25 % discount to NAV, reflecting its closed‑end, London‑listed structure and a portfolio of public equities that investors can replicate. The lack of daily redemption limits arbitrage, while a 1.5 % management fee and 16 %...
From GS Prime trading desk on Flows, via Bbrg: “Against a more challenging performance backdrop and tougher technicals, hedge funds have turned more defensive and net sold US equities MTD at the fastest pace since March 25,” the team led by...
(PREMIUM) "Tactical Update: February 20, 2026 - Portfolio Enrichment..." A few Friday A.M. portfolio adjustments... via The Lyons Share https://t.co/VbzlIct5Nc https://t.co/DZs0p0H2mR
Tiger Global Management has abandoned its former growth‑maximalist playbook, returning capital to investors and adopting a tightly‑focused, high‑conviction approach. The firm now targets public‑market positions where valuation compression exceeds underlying risk, emphasizing free cash flow, unit economics, and stricter sizing...
Bank of America announced a $25 billion commitment of its own balance sheet to private credit, marking a decisive shift from traditional bank lending to direct private‑credit exposure. The move underscores the blurring line between banks and alternative asset managers as...
