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Market Overview The alternative investment landscape experienced significant volatility this week, with hedge funds navigating major market shifts and positioning changes. According to Opalesque's latest data, hedge funds started Q4 strong, with October performance showing positive momentum across multiple strategies. Goldman Sachs warned of potential systematic selling pressure, with leveraged players potentially forced to sell up to USD 40 billion in global equities over the coming period due to market fragility. This concern emerged as hedge funds increased their US equity purchases for the third consecutive week, suggesting mixed sentiment in the market.
Major Fund Movements
Pershing Square's Major IPO Plans
Bill Ackman's Pershing Square is targeting a USD 5 billion initial public offering for a closed-end fund, according to Bloomberg News. This move would provide permanent capital for the firm and represents one of the largest fund-raising efforts of the year. The IPO is expected to launch in early 2026, marking a significant milestone for the activist investor's firm. Burry's Newsletter Launch and AI SkepticismMichael Burry, the famed investor who predicted the 2008 housing crash, has launched a newsletter to share his views after deregistering his hedge fund from the SEC. Burry is particularly focused on what he sees as an AI bubble in the markets. His Scion Asset Management recently disclosed new stakes in Lululemon Athletica, Fannie Mae, and two other companies, while maintaining his bearish stance on mega-cap tech stocks. CFM Returns CapitalQuantitative investment firm CFM is returning EUR 2 billion to inve...................... To view our full article Click here |
Alternative Market Briefing Weekly
Saturday, November 29, 2025
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