Managers
Quant-driven hedge fund Qube Research & Technologies has disclosed a $105m short position in Trump Media & Technology Group, the parent company of Truth Social, according to a report by Reuters, citing a regulatory filing with Germany’s federal gazette, Bundesanzeiger.
CoStar Group, the $51bn US-listed real estate data and analytics giant, is coming under fresh pressure from hedge fund activists Third Point and DE Shaw, even as it presses forward with its proposed $2.8bn acquisition of Australian property platform Domain, according to a report by Capital Brief.
Arini Capital, the hedge fund founded by former Credit Suisse credit trader Hamza Lemssouguer, has agreed to provide £598m in financing to the Very Group, the UK-based online retail business owned by the Barclay family, according to a report by The Times.
Hedge funds and asset managers are piling into bullish yen positions at a record pace, as renewed US tariffs under President Donald Trump spark a flight to safe-haven assets and cast doubt over the Bank of Japan’s tightening trajectory, according to data from the Commodity Futures Trading Commission.
Hedge funds slashed bullish positions on oil at a record pace last week as US President Donald Trump’s aggressive tariff measures rattled energy markets and cast a shadow over global demand, according to a report by Bloomberg citing data from ICE Futures Europe.
Singapore-based macro hedge fund RV Capital Management is opening an office in Dubai, becoming the latest in a growing wave of hedge funds establishing a strategic base for operations in the United Arab Emirates, according to a report by Bloomberg.
Catastrophe bonds proved their value as a resilient diversifier as global markets were ran into Trump tariff turmoil according to a report by Bloomberg citing Fermat Capital Management, a hedge fund focused on insurance-linked securities (ILS).
Elliott Investment Management’s activist campaign at Phillips 66 gained momentum this week after former refining executive and long-time energy investor Gregory Goff publicly endorsed Elliott’s board nominees in the run-up to a high-stakes proxy vote, according to a report by Bloomberg.
Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund, has weighed in on the escalating tariff tensions, urging the US to strike a trade agreement with China and shift focus toward fiscal consolidation, according to reports.
Howard Marks, Co-Founder and Co-Chairman of distressed debt investment firm Oaktree Capital Management, has likened US President Donald Trump’s aggressive tariff policies to Brexit, calling them an “own goal”, according to a report by Bloomberg.
