Copley Fund Research Fund Positioning Chart Pack
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Steve Holden
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May 17, 2023
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Insights
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1600 Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack Global Funds: USA: Record Underweight as Shift to Europe Accelerates Emerging Market Funds: GQG EM Equity Fund: Breaking From The Pack Asia Ex-Japan Funds: Country/Sector Positioning Update China Funds: A-Share Financials: Avoiding the Tail UK Funds: The UK’s Most Wanted Stocks 354 GLOBAL EQUITY FUNDS, AUM $952BN USA: Record Underweight …
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UK Fund Positioning Analysis, May 2023
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Steve Holden
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May 16, 2023
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UK
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267 UK Equity Funds, AUM $184bn UK Fund Positioning Analysis, May 2023 Tobacco: Kicking the Habit HSBC Holdings: Conviction Returns UK Stock Positioning Update 267 UK Equity Funds, AUM $184bn Tobacco: Kicking the Habit Positioning in the Tobacco industry group falls to lowest levels in history. Time-Series & Industry Activity UK Fund ownership in the Tobacco industry group has fallen …
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Global Fund Positioning Analysis, May 2023
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Steve Holden
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May 14, 2023
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Global
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352 Global Equity Funds, AUM $962bn Global Fund Positioning Analysis, May 2023 Global Banks Deep Dive Netherlands Positioning: Extending Gains Stock Positioning Update 352 Global Equity Funds, AUM $962bn Global Banks Deep Dive Positioning in the Banking industry group stalls after US Banking failures, but non-US sentiment is improving. Time-Series & Industry Positioning Among active Global equity funds, …
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UK Fund Positioning Analysis, April 2023
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Steve Holden
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April 28, 2023
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UK
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270 UK Equity Funds, AUM $179bn UK Equity Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Aerospace & Defense: Long-Term Decline Personnel Services: Fund Ownership Highs Oxford Instruments: Spike in Exposure 270 UK Equity Funds, AUM $179bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active UK Equity …
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Asia Ex-Japan Fund Positioning Analysis, April 2023
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Steve Holden
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April 28, 2023
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Asia
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89 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Malaysia: Can’t Catch a Break Taiwan Banks: Un-Investible? Real Estate: Consolidating the Lows? 89 Active Asia Ex-Japan Funds, AUM $55bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Active Asia …
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China Fund Positioning Analysis, April 2023
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Steve Holden
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April 27, 2023
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China
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257 China Equity Funds, AUM $108bn China Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution China A-Share Financials: Out of Love Active Sector Rebalancing 257 China Equity Funds, AUM $108bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active MSCI China and China A-Share funds. MSCI China Funds: Performance …
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Global Fund Positioning Analysis, April 2023
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Steve Holden
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April 24, 2023
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Global
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354 Global Equity Funds, AUM $952bn Global Fund Positioning Analysis, April 2023 Q1 Performance & Attribution USA: Record Underweight as Shift to Europe Accelerates European Overweight Hits Record High 354 Global Equity Funds, AUM $952bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Q1 Performance Summary Active Global managers have had …
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TSMC: Crowded Trade?
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Steve Holden
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April 18, 2023
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GEM Insights
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384 emerging market Funds, AUM $400bn TSMC: Crowded Trade? Active EM managers are heavily positioned in TSMC. It is the largest portfolio holding for 64% of funds, with an average weight double that of its nearest rivals. But is the risk of not holding TSMC greater than playing the contrarian? Stock Positioning Taiwan Semiconductor Manufacturing Company (TSMC) is by far …
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GEM Fund Positioning Analysis, April 2023
384 emerging market Funds, AUM $400bn GEM Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Internet Retail: EM Funds Raise Overweights Poland: Momentum Building TSMC: Crowded Trade? 384 emerging market Funds, AUM $400bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Q1 Performance Summary Active GEM managers …
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UK Fund Positioning Analysis, March 2023
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Steve Holden
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March 27, 2023
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UK
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264 UK Equity Funds, AUM $176bn UK Equity Fund Positioning Analysis, March 2023 In this issue: Active UK Equity Fund Holdings Guide Industrials Machinery Spike Natwest Group: Rising up the Ranks 264 UK Equity Funds, AUM $176bn Active UK Fund Holdings Guide A new report that breaks down individual holding weights, AUM and activity across regions, countries and sectors. Fund …
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