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The 12 things you need to know on investor positioning

Hedge fund hit

US hedge fund 20 day net flows hit the most negative (1 sigma) since mid-January.

Source: JPM PI

Fairly heavily grossed up

Hallelujah inflows

Source: BofA

Back into really stretched

Source: Goldman

Tech has done the heavy lifting

Source: Barclays

Tech flows turning?

Positioning close to neutral

Source: Deutsche Bank

Discretionary investors right at neutral

Source: Deutsche Bank

Stuck in the middle with all of you

Source: Barclays
Source: Barclays

Hovering around neutral

Source: Macrobond

Cash at neutral

Source: Flow Show

No man's land

Source: Hartnett