Flows
As the festive trading period draws to a close, investor focus has turned to the highly anticipated retail performance updates in early January, with hedge funds eyeing the retail sector for potential profits after warnings of “disastrous” pre-Christmas trading conditions, according to a report by the Financial Times.
Investment advisers are expected to surpass hedge funds as the largest holders of US-listed spot bitcoin (BTC) exchange-traded funds (ETFs) in 2025, according to a report by CoinDesk citing CF Benchmarks.
Action is needed to address the systemic barriers that crypto-focused hedge fund managers face in accessing crucial banking services, according to the Alternative Investment Management Association (AIMA), a global organisation representing the alternative investment industry.
Hedge funds have sharply increased their bullish positions on US crude oil, driven by the potential for sanctions on Iranian and Russian oil, as well as the likelihood of additional economic stimulus from China, according to a report by BNN Bloomberg.
Bitcoin’s recent surge to over $107,000 and its 150% year-to-date gain are driving a significant rise in enquiries from new investors, according to digital assets hedge fund firm Nickel Digital Asset Management.
Hedge fund performance rallied by 2.4% in November 2024, following a down month in October, according to the latest Monthly Hedge Fund Update from Citco, achieving an overall weighted average return of 13.3% in 2024 to date.
Digital asset investment products recorded $3.2bn in inflows last week, with year-to-date inflows reaching $44.5bn, more than four times higher than any previous year, according to the latest Digital Asset Fund Flows Weekly Report from CoinShares.
Asian hedge funds, including Hong Kong-based Monolith Management, are increasing their bets on Chinese tech giants including Xiaomi and Baidu, drawn by AI advancements despite the looming threat of stricter US export controls on advanced chips, according to a Reuters report.
Speculators are increasingly optimistic about gasoline futures, reaching their most bullish stance in eight months amid low prices and looming concerns about supply constraints next year, Bloomberg reports.
Hedge funds have set a record for short positions on ether futures at the Chicago Mercantile Exchange (CME), with contracts reaching an all-time high of 6,349, reports BeinCrypto, citing a release by Zerohedge.
