Where Are Hedge Funds Placing Their Bets?

Leo Kolivakis's picture




 
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Tue, 08/17/2010 - 09:50 | 525751 SheepDog-One
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'You can learn more on this so-called 'high frequency trading' over there'...

Or you can read on Zerohedge where hundreds of articles have been written on it. Not cut n pasted like your articles Leo, but actually written.

Tue, 08/17/2010 - 10:36 | 525868 Leo Kolivakis
Leo Kolivakis's picture

Sheep,

Don't get your panties tied up in a knot, I edited my comment to include ZH's excellent analysis. Now, for all of you who were laughing at Chinese solars, check out the latest quarterly filings on Jinko Solar (JKS):

http://www.nasdaq.com/asp/holdings.asp?symbol=JKS&selected=JKS&FormType=Institutional

Big players in that one. Stock has doubled in the last 30 days and earnings were excellent. I still think the solar sector has room to run a lot higher. Keep buying the dips in this sector.

 

Tue, 08/17/2010 - 04:04 | 525495 Number 156
Number 156's picture

Theres a strong reason that the SEC has exemption from the FOI act. A document dump on the SEC and financial markets would make Wiki-leaks look like a 5th grade book report.

Tue, 08/17/2010 - 09:08 | 525639 SheepDog-One
SheepDog-One's picture

What? Oh I think I get your point, the SEC couldn't actually handle doing their job and looking at all those icky documents showing fraud and corruption all over the place...after all they've got lots of internet porn to be viewed!

Tue, 08/17/2010 - 03:13 | 525483 Kreditanstalt
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What is this massive concentration of shares and indeed whole sectors in so few, and such large, hands likely to do for returns in future?

Tue, 08/17/2010 - 02:18 | 525462 AVP
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Tyler, does seem like a stab in the back?

 

"You can learn more on "high frequency trading" and how it distorts market prices and volume by reading this article. Alpha is a tough business and the top hedge funds are always looking for an "edge" to compete with each other."

 

Leo, ZH has covered this extensively (as you know) and I doubt anything new (or reused from ZH) would be insightful from the the link above.

 

Tue, 08/17/2010 - 00:41 | 525429 Assetman
Assetman's picture

I do find it somewhat interesting... Ichan's interest in oil/ng -related names.

I wonder what Paolo Pelligrini is doing with his money these days...

Tue, 08/17/2010 - 09:02 | 525629 chrisd
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I agree, I think it is becoming increasingly clearer that P^2 was the real brains behind the Paulson funds.

Mon, 08/16/2010 - 23:40 | 525385 whatsinaname
whatsinaname's picture

hard earned money ? you must be kidding..

Mon, 08/16/2010 - 23:10 | 525345 Tyler Durden
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We certainly hope that after a year long crusade against hft on zero hedge, spanning over 100 articles, that it is more than clear to our readers what high frequency trading is

http://www.zerohedge.com/taxonomy_vtn/term/8356

Mon, 08/16/2010 - 23:16 | 525351 Leo Kolivakis
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Yeah, it's a legal way for the crooks to steal our hard earned money!

Tue, 08/17/2010 - 09:05 | 525634 SheepDog-One
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'Hard earned money' LMAO Leo you're a hoot! You mean the free lunch borrowed funny money from aunt Mabel's pension to slush around the Ponzi scheme, trying to find a greater fool?

Tue, 08/17/2010 - 00:39 | 525428 vs18
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I think what Tyler is trying to indirectly say is . . . . don't link outside the family.

Tue, 08/17/2010 - 07:58 | 525570 Leo Kolivakis
Leo Kolivakis's picture

Umm, we are not "family" but I did edit my post to acknowledge ZH's excellent work on the subject.

Mon, 08/16/2010 - 22:58 | 525331 Bruce Krasting
Bruce Krasting's picture

The positions described are just bets. Nothing interesting other than they all own gold. Not the P/L numbers. Some up some down. Nothing knocks me out in these holdings.

Tue, 08/17/2010 - 09:11 | 525647 ZackAttack
ZackAttack's picture

With you on that, Bruce. I count 5 definite losers for the quarter, 4 pushes, 2 definite winners (one was a buyout), a bunch of little penny-stock roach motels. That inVentive thing, I show trading 600 shares per day on Frankfurt.

 

Tue, 08/17/2010 - 09:55 | 525765 aerojet
aerojet's picture

Reading that list makes me believe the article is disinformation.  Pfizer?  Citigroup?  Really?

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