China Fund Positioning Analysis, March 2023

258 China Equity Funds, AUM $107bn China Fund Positioning Analysis, March 2023 In this issue: Alcoholic Beverages: High Conviction Remains China Materials: About Turn Proya Cosmetics: Record Holdings 154 MSCI China Funds, AUM $56bn Alcoholic Beverages: High Conviction Remains Alcoholic Beverages resume upward ownership trend as 3-tier stock picture emerges. Fund ownership in the Alcoholic Beverages industry group continues to …

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Global Stock Radar

356 Global Equity Funds, AUM $938bn Global Funds: Stock Radar Investment levels among the thousands of stocks in the investible Global universe differ greatly. Some stocks are widely owned, others largely avoided with ownership levels changing every month. We combine current and historical positioning against shorter-term manager activity to get a handle on where sentiment lies for every stock in …

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GEM Fund Positioning Analysis, March 2023

270 emerging market Funds, AUM $340bn GEM Fund Positioning Analysis, March 2023 In this issue: Active GEM Fund Holdings Guide Tobacco: Back En-Vogue? GEM Funds Stock Radar 270 emerging market Funds, AUM $340bn Active GEM Fund Holdings Guide A new report that breaks down individual holding weights, AUM and activity across regions, countries and sectors. Sub-Region Positioning The chart set …

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Asia Ex-Japan Fund Positioning Analysis, March 2023

89 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, March 2023 In this issue: Asian Financials: Closing the Underweight The Philippines Depression Asia Ex-Japan Fund Holdings Guide   89 Active Asia Ex-Japan Funds, AUM $55bn Asian Financials: Closing the Underweight An increasing number of Asia Ex-Japan funds are moving to overweight the Financials sector An increasing number …

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Global Fund Positioning Analysis, March 2023

356 Global Equity Funds, AUM $938bn Global Fund Positioning Analysis, March 2023 SVB Financial Group: Global Funds Close Out Early Singapore Banks: Breaking Out Global Funds Stock Radar 356 Global Equity Funds, AUM $938bn SVB Financial Corp: Global Funds Close Out Early Early moves by Global investors hints at flight to safety well before SVB’s eventual collapse. Time-Series and US …

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SVB Financial Corp: US Fund Closures Hinted at Trouble Ahead

295 US Equity Funds, AUM $3tr SVB Financial Corp: US Fund Closures Hinted at Trouble Ahead Ownership decline through 2022 suggests active managers were wary of SVB Financial Corp well before collapse   Long-Term Trends & Short-Term Fund Activity SVB Financial Corp had enjoyed strong ownership growth among active US Equity Funds over the last decade.  Moving from a relative …

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UK Homebuilders: Momentum Reversal Among UK Equity Managers

272 UK Equity Funds, AUM $185bn Homebuilders: Negative Momentum Sentiment reversal in UK Homebuilding sector drives fund weights to 6-year lows.   Long-Term Trends & Short-Term Fund Activity UK active funds continue to scale back exposure to the Homebuilding sector.  The bullish ownership trend that stretched the best part of the last decade has peaked, reversed, and continues to track …

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UK Fund Positioning Analysis, February 2023

272 UK Equity Funds, AUM $185bn UK Fund Positioning Analysis, February 2023 In this issue: Homebuilders: Negative Momentum Abrdn: Structural Decline UK Rising Stars   272 UK Equity Funds, AUM $185bn Homebuilders: Negative Momentum Sentiment reversal in UK Homebuilding stocks drives fund weights to 6-year lows.   Long-Term Trends & Short-Term Fund Activity UK active funds continue to scale back …

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Greece: Confidence Returns Among EM Investors

270 emerging market Funds, AUM $360bn Greece: Confidence Returns Among EM Investors Active EM investors are beginning to pay renewed attention to Greece as evidenced by record average weights, increasing fund ownership and a net overweight stance.   Time-Series & Peer Group Positioning Greek allocations among active EM investors have risen to record levels.  With Russia’s deletion from the CEEMEA …

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China Fund Positioning Analysis, February 2023

220 China Equity Funds, AUM $107bn China Fund Positioning Analysis, February 2023 In this issue: Hotels/Resorts/Cruiselines: Breaking Out Pinduoduo: Entering the Big League China A-Shares Rising Stars MSCI China Fund Characteristics   120 MSCI China Funds, AUM $53bn Hotels/Resorts/Cruiselines: Breaking Out Rotation in to the Hotels/Resorts/Cruiselines industry group pushes ownership levels to all-time highs.   First Casino’s, then Restaurants and …

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