Where Are Hedge Funds Placing Their Bets?

Leo Kolivakis's picture

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SheepDog-One's picture

'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.

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.

 

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.

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!

Kreditanstalt's picture

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?

AVP's picture

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.

 

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...

chrisd's picture

I agree, I think it is becoming increasingly clearer that P^2 was the real brains behind the Paulson funds.

whatsinaname's picture

hard earned money ? you must be kidding..

Tyler Durden's picture

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

Leo Kolivakis's picture

Yeah, it's a legal way for the crooks to steal our hard earned money!

SheepDog-One's picture

'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?

vs18's picture

I think what Tyler is trying to indirectly say is . . . . don't link outside the family.

Leo Kolivakis's picture

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

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.

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.

 

aerojet's picture

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