Stocks that hedge funds moved from long to short in August - Jefferies

seekingalpha
02 Nov 2024

Hedge funds increased their equity-risk exposure for a second consecutive month in August, Jefferies said Friday, and listed the stocks that money managers swung from long to short positions.

Long exposure was stepped up to 264.8% from 250% at the end of July, the steepest level since November 2022, paced by increased weights for the Industrials and Materials sectors. The S&P 500 (SP500) in August finished 2.3% higher after overcoming a plunge at the start of the month.

Jefferies’ Long-to-Short portfolio had nine sectors represented, and at five, Financials had the most names moving short in August, Steven DeSanctis, U.S. small-mid cap strategist, said in a research note Thursday.

Here are the long-to-short stocks, followed by the weight change from July 31 to August 31:

  • AMD (NASDAQ:AMD) - Change: -1.2 to -0.30. Sector: Info Tech
  • Johnson & Johnson (NYSE:JNJ) - Change: -0.8 to -0.23. Sector: Health Care
  • Madrigal Pharmaceuticals (NASDAQ:MDGL) - Change: -0.8 to -0.54. Sector: Health Care
  • Lam Research (NASDAQ:LRCX) – Change: -0.8 to -0.40. Sector: Info Tech
  • Bank of America (NYSE:BAC) - Change: -0.7 to -0.01. Sector: Financials
  • Berkshire Hathaway (NYSE:BRK.B) - Change: -0.7 to -0.04. Sector: Financials
  • PPL (NYSE:PPL) - Change: -0.7 to -0.05. Sector: Utilities
  • Abbott Laboratories (NYSE:ABT) – Change: -0.6 to -0.41. Sector: Health Care
  • Walt Disney (NYSE:DIS) – Change: -0.6 to -0.00. Sector: Comm. Services
  • Morgan Stanley (NYSE:MS) - Change: -0.6 to -0.54. Sector: Financials
  • Western Digital (NASDAQ:WDC) - Change: -0.5 to -0.18. Sector: Info Tech
  • RenaissanceRe Holdings (NYSE:RNR) - Change: -0.5 to -0.31. Sector: Financials
  • Dick’s Sporting Goods (NYSE:DKS) – Change: -0.4 to -0.44. Sector: Discretionary
  • Micron (NASDAQ:MU) – Change: -0.4 to -0.12. Sector: Info Tech
  • Builders FirstSource (NYSE:BLDR) - Change: -0.4 to -0.07. Sector: Industrials
  • Lamb Weston (NYSE:LW) – Change: -0.3 to -0.12. Sector: Staples
  • KeyCorp. (NYSE:KEY) – Change: -0.3 to -0.15. Sector: Financials
  • JBG Smith (NYSE:JBGS) – Change: -0.2 to -0.05. Sector: Real Estate
  • Edison International – Change: -0.2 to -0.10. Sector: Utilities

For investors who want to track the Financials sector with ETFs, here are some: (XLF), (IYF), (FNCL), and (IYG).

Some S&P 500 (SP500) ETFs: (VOO), (IVV), (SPY), (UPRO).

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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