Hedge Funds News and Headlines
Hedge Funds News and Headlines
Hedge Funds Pulse
EMAIL DIGESTS
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Net Worth Advisory Group boosted its Johnson & Johnson holding by 24%, adding 2,820 shares to a total of 14,557 shares worth roughly $3.0 million. The move follows a wave of institutional activity, with AustralianSuper and the National Pension Service expanding their stakes dramatically. Meanwhile, two senior executives sold over 30,000 shares worth about $7.4 million, signaling insider profit‑taking. Analyst price targets are climbing, and the EMA approved self‑administration of Darzalex, adding upside potential for the pharma giant.
Managed‑future strategies, long favored by hedge funds, are seeing renewed investor interest as stocks and bonds tumble amid geopolitical tension and stagflation fears. The niche managed‑futures ETF sector, now holding roughly $6.5 bn, has attracted about $1 bn of inflows this year,...
Capital Investment Advisors LLC reduced its Procter & Gamble (PG) holding by 1.8% in Q4, selling 3,740 shares and leaving a stake of 203,928 shares valued at about $29.2 million. Meanwhile, several other institutions expanded their positions, with Norges Bank adding...
Citadel has terminated its credit portfolio manager Zachariah Barratt after a series of losses. The losses were driven largely by a failed bet on Spirit Aviation Holdings and other underperforming credit trades. Barratt, who moved to Citadel from Apollo Global...
Victor Dergunov, known as The Financial Prophet, outlined a five‑step strategy to brace for a market correction, beginning with trimming risky equities and moving to roughly 20% cash. He redeployed capital into beaten‑down gold miners, defensive energy stocks, and selective...
Millennium Management has hired a former JPMorgan credit trader to join its London office, bolstering the firm’s credit trading desk. The move comes as Millennium expands its European footprint and seeks to deepen its credit research capabilities. The hire underscores...
Capital Asset Advisory Services LLC trimmed its Applied Materials (AMAT) position by 13.8%, selling 3,800 shares and ending the quarter with 23,772 shares valued at roughly $6.11 million. Meanwhile, several large institutions expanded their stakes, most notably Capital Research Global Investors,...
Citadel Securities’ equity strategist Scott Rubner warns that a record‑size short position on U.S. stocks is approaching a potential unwind, setting the stage for a short‑squeeze‑driven rally. He notes that the rally’s magnitude hinges on easing geopolitical tensions, which would...
Bill Ackman has filed for a combined IPO of Pershing Square USA (ticker PSUS) and his hedge‑fund firm Pershing Square (ticker PS) as the 2026 IPO market remains weak. The closed‑end fund will list on the NYSE at $50 per...
Old West Investment Management dramatically increased its exposure to energy equities when crude oil hovered around $60 a barrel in early 2026. The firm’s flagship hedge fund posted a 31% year‑to‑date gain by the end of February, well before the...
With assets near $5 trillion, hedge funds face a modest March drawdown amid Iran‑related volatility. The article argues that structural reforms since 2008—more realistic performance expectations, stricter due‑diligence, better liquidity alignment, and a shift toward stable institutional capital—make a repeat of...
Caerus Investment Advisors trimmed its Alphabet position by 35.8% in Q3, selling 23,159 shares and ending the quarter with 41,481 shares worth roughly $10.1 million. While Caerus reduced exposure, several smaller managers – Morse Asset, Robinson Smith, Searle & Co., Navellier,...
The NYLI Hedge Multi‑Strategy Tracker ETF (QAI) offers investors hedge‑fund style exposure through a blend of ETFs and swaps, charging a 0.88% expense ratio and delivering a 1.47% trailing‑12‑month yield. Launched in 2009, QAI emphasizes high‑quality, floating‑rate investment‑grade debt and...
Hedge funds such as Fivestar Asset Management are reshaping their Japanese bond and currency positions ahead of the Bank of Japan’s policy meeting, expecting Governor Kazuo Ueda to hint at a hawkish stance due to inflation pressures from the Iran...
Citadel has hired Antonia von Specht, a former Morgan Stanley vice‑president, as a credit trader in its London office. Von Specht brings nearly ten years of European credit sales experience, including a focus on German and Nordic markets. In parallel, Commerzbank re‑appointed Vadim Nechaev...
Canadian advisors now have a domestic feeder fund that gives accredited investors access to Bridgewater Associates' flagship Pure Alpha strategy through a Wilshire‑managed account. The vehicle is structured as an Ontario mutual fund trust, with Oak Hill Asset Management acting...
Hedge funds have trimmed roughly $3 billion of exposure to financial‑sector equities amid heightened market uncertainty. Short positions on major banks rose about 15% in the past week, reflecting concerns over a potentially hawkish monetary policy stance and escalating geopolitical risks....
Hedge funds and institutional investors are turning to exotic cross‑asset options as the Iran‑related conflict fuels extreme volatility across energy, equity, bond and currency markets. Brent crude recorded a $36 intraday swing on March 9, breaking traditional correlations and weakening the...
AllianceBernstein L.P. reduced its Visa Inc. holding by 5.5% in the third quarter, selling 1.15 million shares and bringing its position to 19.77 million shares worth roughly $6.75 billion, making Visa its eighth‑largest holding. The fund’s stake now represents 2.1% of its portfolio....
Bill Ackman filed to list Pershing Square Capital Management on the NYSE and raised its stake in Howard Hughes Holdings to about 47%, aiming to turn the REIT into a Berkshire‑style conglomerate. Piper Sandler says the venture’s success hinges on acquiring...
FORA Capital LLC disclosed a new $2.78 million stake in Costco Wholesale, purchasing 3,004 shares in the third quarter. The filing shows a broader wave of institutional activity, with several hedge funds adding modest positions and overall institutional ownership at 68.5%....
Glenmede Investment Management trimmed its Arista Networks holding by 13.8% in the third quarter, selling 85,061 shares and leaving a stake of 532,557 shares valued at $77.6 million. The reduction occurs alongside modest stake increases by several smaller funds and significant...
QuantumStreet AI has introduced a 130/30 Long‑Short Global Equity strategy aimed at institutional investors seeking AI‑driven exposure to the MSCI World Index. The model combines structured macro, fundamental and technical data with unstructured sources like news and earnings calls, generating...
South African hedge funds posted a strong performance in 2025, delivering double‑digit returns across most strategies. Assets under management rose by roughly 18%, driven largely by fresh capital from retail investors. The sector benefitted from a stable macro environment, lower...
Millennium expanded its equities team, hiring a veteran Citadel stockpicker and two additional equity traders, signaling aggressive talent acquisition amid market turbulence. Meanwhile, Linedata introduced Mosaic to streamline front‑office operations, and a HedgeWeek report highlighted stagnant female partner representation in...
Asian hedge funds Dymon Asia Capital, Modular Asset Management and Alpine Investment Management have preserved their 2026 gains despite market turbulence triggered by the Iran war. Dymon’s $6 billion multimanager fund slipped 1.5 % in early March, trimming its year‑to‑date return to...
Crude oil’s rapid climb to near $120 per barrel has created a stark performance divide among hedge‑fund strategies. PivotalPath’s Regimes analysis shows managed futures delivering 9.1% and global macro‑commodities 8.8% when oil trades between $100‑$140, while the broader hedge‑fund index...
Edinburgh Worldwide (EWIT) has tabled a 100% tender offer that would let shareholders cash out at roughly 85% of net asset value, with the remaining 15% deferred until SpaceX’s anticipated IPO. The proposal does not require support from activist hedge...
Wall Street’s tail‑risk hedges have surged as the Iran‑Israel conflict wiped roughly $6 trillion from global equities and pushed oil above $100 per barrel. Leveraged VIX ETFs such as UVIX and UVXY jumped 30% and 20% respectively in March, while long‑expiry...
Irenic Capital Management, a hedge fund known for activist campaigns, is expanding into private equity by hiring former Apollo Global Management principal E‑Fei Wang as managing director and head of private equity. Wang will lead efforts to execute buyouts and...
Macro and equity hedge funds delivered solid February returns as geopolitical tensions rose. The HFRI Composite Index rose 1.9%, driven by macro strategies that posted a 3% gain, the strongest monthly performance since 2003. Commodity‑focused macro managers led the charge...
High‑conviction, concentrated portfolios are championed by UK fund legends like Nick Train and Terry Smith, and by hedge funds such as TCI and Pershing Square. While a few have delivered spectacular returns—Pershing Square’s 325% NAV gain—most concentrated funds exhibit volatile...
A Hedgeweek survey shows 41% of hedge funds now rank AI integration ahead of talent and cost optimisation, making it the sector’s top priority for 2026. Roughly one‑third have already embedded AI into research and trading, while another quarter are...
STG Group, an affiliate of Squarepoint Capital, announced the launch of STG Securities, an independent electronic market‑making broker‑dealer. The new unit will trade securities using its own capital and is headed by Kirill Gelman, who previously led automated options trading...
DoubleLine Capital sees a "virtuous feedback loop" in emerging markets as a weakening U.S. dollar and ongoing central‑bank rate cuts create attractive local‑currency fixed‑income opportunities. While recent U.S.-Israel strikes on Iran sparked a sharp sell‑off in EM currencies and equities,...
Avala Global founder Divya Nettimi told Bloomberg Invest that hedge funds could soon deploy fleets of AI agents to multiply research capacity. In three to five years, bots might monitor data across hundreds of stocks, letting analysts expand coverage from...
South African hedge funds opened 2026 with a median gain of 1.49%, led by the multi‑strategy segment. The FTSE/JSE All Share Index rose 3.72% and the All Bond Index added 1.93% in January, providing a supportive backdrop. Long/short equity funds...
Bill Ackman's Pershing Square Holdings has fallen 11.1% year‑to‑date through February 24, underperforming the S&P 500’s modest gain. The London‑listed fund, which represents about $13 billion of the firm’s $20 billion AUM, is hit by weakness in key positions such as Fannie Mae,...
The Alternative Investment Management Association (AIMA) has warned that the UK government’s proposal to restrict or ban non‑compete clauses could erode the country’s competitive edge as hedge funds vie for talent. AIMA’s chief executive Jack Inglis called the plan “radical,”...
Hedge funds rushed to gauge exposure and rebalance portfolios after U.S. and Israeli strikes on Iran sparked a sharp market sell‑off. Oil jumped more than 13% at the open, while risk‑sensitive Asian currencies fell and safe‑haven assets rallied. Managers focused...
Hedge funds significantly increased long positions in crude oil as tensions between Iran and Israel escalated, anticipating a potential supply shock. Data from the Commodity Futures Trading Commission shows a roughly 15% rise in net long exposure, equivalent to about...
Activist hedge fund Saba Capital, which owns about 22% of Impax Environmental Markets, is demanding that the £811 million trust cover all costs of an exit tender for shareholders wishing to leave. Impax chair Glen Suarez warned the board could launch...
Rubric Capital, a $3 billion hedge fund, warned that certain business development companies are temporarily shifting debt off their balance sheets at quarter‑end, making leverage appear lower than it truly is. The firm described the practice as “Enron‑like” accounting, using short‑term...
Global hedge funds are redirecting capital into Australian government bonds as AI‑driven equity valuations lose steam. Inflows to Australian bond funds topped AUD 4 billion in 2025, the strongest in four years, driven by the country’s 4.7% 10‑year yield—the highest among developed...
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%...
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...
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...
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...
