Strong Gains, Full Exit — What H World's China Bet Could Mean Now
Bright Valley Capital disclosed on May 13, 2026 that it liquidated its entire stake in H World Group, selling 536,000 shares for an estimated $27.33 million. The transaction, based on the quarter’s average closing price, resulted in a net position decline of $25.22 million. H World, a Shanghai‑based hotel operator, runs a multi‑brand portfolio spanning economy to upscale properties in China and internationally. The exit marks a complete withdrawal from a sector that has faced regulatory and demand headwinds.
Seth Klarman’s Baupost Makes Amazon Top Holding, Starts Aon and Visa Stakes
Baupost Group, led by Seth Klarman, boosted its Amazon position by 47% in Q1, making it the fund’s largest U.S. equity holding at roughly $650 million. The hedge fund also opened new stakes in insurance broker Aon, payments giant Visa and...
Hedge Funds Pivot to Biofuel Crops
Hedge funds are rapidly increasing speculative exposure to biofuel feedstocks as the Iran‑related energy shock pushes oil above $100 a barrel. Net long positions in soyabean oil have nearly tripled, while corn bets have shifted to the strongest bullish stance...
Hedge Funds Hit Decade-High Buying Spree in Asian Equities
Global hedge funds have dramatically increased exposure to Asian equities, with weekly purchases in South Korea, Japan and Taiwan hitting their highest level in over a decade, according to Morgan Stanley data. Net inflows for the week ending May 7 pushed...
Hedge Funds Target Distressed Litigation Finance Assets Amid Industry Slowdown
Hedge funds and special situations investors are moving into distressed litigation finance assets as the sector slows. Deals are being struck at as low as 10 cents on the dollar, sometimes with no upfront cash and only contingent payouts. Regulatory...
Noah Sees Hedge Fund Sales Surge as Investors Seek Uncorrelated Returns
Noah’s hedge fund platform recorded a rebound in inflows, reaching US$110 million in 2024 after a weak 2023. Momentum accelerated in 2025, with sales climbing to US$430 million—almost four times the prior year’s level. Carl Wong, Hong Kong CEO of Olive Asset...
Willdan Stock Is Skyrocketing, but One Fund Still Cashed Out $7.7 Million
Willdan Group’s stock has rallied 85% year‑to‑date, far outpacing the S&P 500. Bard Associates reduced its Willdan holding by 73,167 shares, cashing out roughly $7.74 million in Q1 2026. The sell‑off appears to be profit‑taking, as Willdan later reported an 82% jump...
Balyasny Hires Mike DiSpirito From BlackRock
Balyasny Asset Management hired Mike DiSpirito, a former BlackRock director of equity and derivatives trading, as an equity trader in New York. DiSpirito brings over 15 years of experience across asset‑management, global markets, and treasury roles, most recently leading a...
This Hedge-Fund Legend Just Warned Investors Not to Chase Stocks Higher. Why He Is Investing in AI Anyway.
Paul Tudor Jones warned investors not to chase higher stock prices but said the AI‑driven rally still has room to run, forecasting up to 40% more upside over the next year or two. In a CNBC interview he disclosed recent...
Saba Secures Herald Investment Trust Tender Offer Deal
Saba Capital Management has secured a tender offer covering up to 66% of Herald Investment Trust’s share capital, giving shareholders the choice of cash or in‑specie exit at a price close to net asset value. The deal also appoints Aberdeen...
Alternative Views Roy Niederhoffer
Roy Niederhoffer, president of R.G. Niederhoffer Capital Management, explained why his firm has outperformed in recent months by emphasizing ultra‑short‑term trading horizons and a data‑driven approach. He detailed the evolution of short‑term models that ingest macro and geopolitical signals, allowing...
Assets in SA Hedge Funds Grow 36% in 2025
South African hedge funds reported a 36% jump in assets under management for 2025, marking the strongest annual growth in the sector’s recent history. The surge pushed total AUM to a record high, reflecting heightened investor appetite for alternative strategies....
Michael Burry Sells Entire Stake in Surging Meme-Stock Giant
Michael Burry liquidated his entire GameStop position after Ryan Cohen announced a $55.5 billion leveraged bid to acquire eBay. Burry warned that the deal would push GameStop’s debt‑to‑EBITDA to roughly 7.7×, far above his 5× threshold and risking a distressed balance sheet....
Can Bill Ackman Save the Closed-End Fund?
Activist investor Bill Ackman announced a plan to rescue his struggling closed‑end fund, Pershing Square Holdings, by restructuring its portfolio and adding a liquidity backstop. The proposal includes merging the fund with a newly created holding company that will operate like a...
Here's How Hedge Funds Like Millennium and Citadel Performed in April
Hedge‑fund multistrategies rebounded in April 2026 after a painful March, posting double‑digit monthly gains that lifted their year‑to‑date performance into positive territory. Millennium Management posted a 2.7% return, Citadel’s Wellington fund rose 1.4%, and ExodusPoint delivered a 4% gain. Despite...