Active managers see boost from the energy trade

This may be the year for active managers investing heavily in the energy space — and commodity trading advisors, known as CTAs, appear to be among the winners. Dynamic Beta Investments’ Andrew B...

This Top Short-Seller Still Sees Huge Opportunities Despite The Market

The industrial sector rallied almost 14% in October, but short-sellers quickly increased their bets against the sector as prices rose. According to S&P Global Market Intelligence, investors booste...

Bill Ackman’s Pershing Square Holdings Looks Invitingly Cheap

Billionaire investor Bill Ackman has a flair for the dramatic and often makes bold moves. This year has been no exception. Ackman made about $1.7 billion from a bet on higher interest rates and incurr...

Hedge fund giant Elliott warns looming hyperinflation could lead to ‘global societal collapse’

“Investors should not assume they have ‘seen everything’” That was from executives at leading hedge fund Elliott Management, who warned that the world is heading towards the worst financial crisis sin...

David Einhorn Is Winning Big By Being Bearish On Stocks And Bullish On Inflation

David Einhorn’s Greenlight Capital returned 4% net for the third quarter, bringing its year-to-date return to an impressive 17.7% at a time when most hedge funds are in the red—and some massivel...

This hedge fund manager who made winning bets in 2020, says investors should brace for a decades-long bear market

On the heels of last week’s bullish turn for stocks, the setup is looking slightly less positive for Monday. Hong Kong stocks may be affecting the mood with a giant slump after China’s leader cemented...

Dan Loeb’s Third Point builds stake in Colgate, sees value in pet food business in potential spinoff

Daniel Loeb Simon Dawson | Bloomberg | Getty Images Dan Loeb’s Third Point has built a sizeable stake in consumer giant Colgate-Palmolive, according to CNBC’s David Faber. Loeb sees hidden...

Activist investor Starboard reveals stake in Salesforce, sees significant opportunity

Jeffrey Smith, CEO of Starboard Value LP and Chairman of Papa John’s International Inc. Brendan McDermid | Reuters Starboard Value has taken a stake in Salesforce, with founder Jeff Smith saying...

Ray Dalio expects ‘negative or poor real returns’ in markets for next five years

When MarketWatch first started publishing financial news and data 25 years ago, Bridgewater Associates was a little-known hedge fund firm that was overshadowed by other macro investing trading operati...

Young, wealthy investors are turning to alternative investments

More advisors are using alternative investments Alternative investments typically fall into four categories: hedge funds, private equity, “real assets” such as real estate or commodities a...

Opinion: This 401(k) bill opens the door to risky assets

Senators Pat Toomey, Tim Scott and Peter Meijer have just proposed a bill in Congress that would allow 401(k) plans to stretch beyond traditional investments like stocks and bonds. And when we say “be...

Bank of America clients are buying the dip in U.S. stocks, shifting from cyclicals to defensive

In light of the recent U.S. stock market losses, Bank of America (BofA) saw more buying of equities among its clients during last week’s selloff, and there was a shift in who was buying and what they ...

BofA predicts breakout in mergers due to downcycle

Mergers in software may be about to break out. Top investment banker Rick Sherlund of Bank of America sees a wave of struggling companies putting themselves up for sale at cheaper prices due to the ec...

Loeb reverses course on push to get Disney to spin off ESPN

Dan Loeb Justin Solomon | CNBC Activist investor Dan Loeb indicated that he’s going to retreat from his push to get Disney to spin off ESPN, reversing a position he had pushed less than a month ...

These quant funds poured nearly $1 billion into Warren Buffett’s Berkshire Hathaway last quarter

Some of the biggest hedge funds have increased their stakes in Warren Buffett’s Berkshire Hathaway BRK.A, -0.26% BRK.B, -0.39% amounting to over $900 million. The likes of Bridgewater Associates and q...

Bill Ackman says stocks will soon be a ‘buy’ now that the Fed is ‘doing what it has to do’ to fight inflation

“‘Once people realize the Fed doesn’t have to keep increasing rates and will soon take rates down…that will be a buy signal for markets.’” — Bill Ackman Pershing Square Capital Management’s billionair...

Saba’s Boaz Weinstein, Ambrus’ Kris Sidial Discuss Their Unusual Tail Risk Strategies

Boaz Weinstein, founder and chief investment officer of Saba Capital Management LP, speaks at the … [+] Skybridge Alternatives (SALT) conference in Las Vegas, Nevada, U.S., on Wednesday, May 17,...

Billionaire Julian Robertson Dies At 90 – Contrarian Investing Guided His Pioneering Hedge Fund

Julian Robertson was one of the first hedge fund billionaires and was chosen as one of the 100 greatest living business minds by Forbes in 2017. Martin Schoeller for Forbes Julian Robertson, who built...

Julian Robertson on how to make money — and avoid going bankrupt — in the stock market

Julian Robertson, the billionaire founder of hedge fund Tiger Management, has died at age 90. Robertson was a value-style investor who mentored, and invested with, a new generation of money managers a...

Disney, Salesforce, and 3 Other Stocks the Smart Money Bought Up

Text size Mickey Mouse, the mascot of Walt Disney. Drew Angerer/Getty Images Investors following the proverbial “smart money” have a gold mine of data, thanks to hedge funds’ second-quarter regulatory...

Hedge funds pile up $125 billion bet against the S&P 500’s big summer rally

A more than $125 billion institutional short position has been building up against the U.S. stock market, driven by hedge funds, according to BNP Paribas. Futures contract data points to a sharp incre...

Bed Bath & Beyond surges again on Wednesday, continuing August meme rally

Pedestrians walk past a Bed Bath & Beyond Inc. store in New York. Mark Kauzlarich | Bloomberg | Getty Images The wild trading in Bed Bath & Beyond showed no signs of slowing down on Wednesday,...

The World’s Largest Hedge Fund Sold 5 Chinese Stocks. Here’s Why.

Text size Bridgewater Associates no longer owned stock in Alibaba Group Holding as of June 30, according to a regulatory filing. Alibaba’s headquarters in Hangzhou, China, is pictured above. STR...

Tesla Stock Is Splitting. When It Takes Effect and Everything Else to Know.

Text size Tesla stock will begin trading at a 3-for-1 split-adjusted price on Aug. 25. Justin Sullivan/Getty Images Tesla has given investors something to look forward to: The electric-vehicle giant a...

This play may help investors avoid dramatic lows

It’s a class of exchange-traded funds designed to prevent your portfolio from hitting dramatic lows — but it may require a level of sophistication. The idea: Incorporate short-term levered plays...

Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up.

Anyone who bought PayPal Holdings stock last summer may be ruing the day. Despite popping a bit this past week, the shares, at $97, are still off 68% from their highs around $308. Memories of the stoc...

After Making Money In A Bear Market, David Einhorn Is Shorting Elon Musk With A Long Twitter Bet

David Einhorn’s Greenlight Capital generated a return of 8.4% for the second quarter, bringing its year-to-date return to 13.2% at a time when most other hedge funds are languishing with negativ...

PayPal stock jumps 12% as company confirms Elliott stake and names EA exec as new CFO amid earnings beat

After seeing its shares lose roughly two-thirds of their value in the past year, PayPal Holdings Inc. delivered a packed earnings report Tuesday, announcing a new chief financial officer, buyback auth...

Fidelity Launches First Liquid Alt Funds as Stock and Bond Strategies Falter

Fidelity isn’t known for macro hedge funds that make bets on entire markets. The Boston-based mutual fund company with $4.3 trillion under management originally made its name by having the best indivi...

Hedge Funds Aren’t Buying Big Tech. Secular Growth Stocks Are Hot Now.

Text size Hedge funds have a net short position in Apple stock, according to Jefferies. Nicholas Kamm / AFP via Getty Images Some of the big-money investment funds on Wall Street have been moving out ...

PayPal Is Being Targeted by Activist Elliott. Here’s Why.

Text size PayPal shares have slid this year as people have returned to their prepandemic spending habits. Courtesy of PayPal Payments giant PayPal finally has attracted an activist. PayPal (ticker: PY...

Prosecutors Say JPMorgan Traders Scammed Metals Markets by Spoofing

CHICAGO—JPMorgan Chase & Co.’s precious-metals traders consistently manipulated the gold and silver market over a period of seven years and lied about their conduct to regulators who investigated ...