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Alternative Market Briefing Weekly

Opalesque Roundup: Hedge funds disclose Q1 positions: hedge fund news, week 21

Sunday, May 18, 2014

In the week ending 16 May, 2014, hedge funds disclosed their latest investment positions in Q1 with top funds shedding light on their stakes in high-profile Internet names such as Netflix and Groupon; hedge funds invested in technology and healthcare fell 3.65 %in April; the biggest U.S. hedge fund managers clung to eBay, Dollar General Corp and Walgreen but sold General Motors, Carl Icahn urged PayPal to spinoff; Lansdowne bought Tesla Motors and sold Citigroup and General Motors; Warren Buffett’s Berkshire Hathaway disclosed a $528.7m holding in Verizon Communications; Caxton Associates and Crispin Odey’s hedge fund were among buyers of Bank of America Corp. shares in Q1; Paulson & Co in Q1 maintained its stake in SPDR Gold Trust; George Soros raised his stake in Barrick Gold Corp and gold mining companies ETFs; Appaloosa Management’s David Tepper added Facebook, Expedia, and Priceline; other hedge fund titans put their money on Asian internet in Q1; and after a few weeks of going long the S&P500, hedge funds cut their exposures to a net short.

Panelists at the SALT Conference said investing in credit remains strong despite interest rate talks; Blackstone Group stood to earn 300% or $1.1bn on Pinnacle Foods’s $6.6bn sale to Hillshire Brands; hedge funds are still feeding on Lehman six years after its bankruptcy; John Bader said hedge funds made heavy bets on more volatility ahead; investors are increasing their allocations to alternative assets, said Cerulli; short hedge funds scrambled to cover their assets as market jumps; and Citadel Advisors took a 5% stake in Hillshire Brands.

New research from Novus showed European short positions by hedge funds outperformed the markets in April; Polyg......................

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