🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?Explore for Free

Hedge funds held gains in August market rollercoaster

Published 09/04/2024, 09:18 AM
Updated 09/04/2024, 12:56 PM
© Reuters. FILE PHOTO: A man stands next to an electronic stock quotation board inside a building in Tokyo, Japan August 2, 2024. REUTERS/Issei Kato/File Photo

By Nell Mackenzie and Carolina Mandl

LONDON (Reuters) -Global hedge funds posted positive returns in August even as the unwind in popular yen carry trades whipsawed markets, according to bank research and sources familiar with the funds' performance on Wednesday.

Hedge funds posted an average 1.3% return for the month, JPMorgan said in a prime brokerage research note on Tuesday.

Some strategies performed better than others because in early August, world stocks sank in response to U.S. recession concerns and a surprise Japanese rate increase wrong-footed currency speculators. Equity markets later rebounded to near-record highs.

Many stock traders at hedge funds had from July begun to reduce their market risk, said Jon Caplis, chief executive of hedge fund research firm PivotalPath, which tracks launches through prime brokers and investor sources.

"During the initial large leg down, many were buying the dip."

Different hedge fund strategies which use algorithms to trade trends were hurt by the sudden move in the yen, he said.

"While the yen did give back much of the gains, movement in Treasuries also likely went against them given them continued short positions," said Caplis.

A group of trend funds, or commodity trading advisors (CTAs), tracked by Societe Generale (OTC:SCGLY) posted a roughly 3% decline in August, the bank's data showed.

Multi-strategy hedge funds that house many different kinds of trading desks under one roof averaged 0.1% for the same period, the bank added.

Citadel's flagship multi-strategy fund Wellington was up roughly 1% last month, as well as Schonfeld Strategic Advisors' flagship fund Strategic Partners.

British hedge fund firm Winton Capital, overseeing $12.3 billion, finished August down roughly 0.2% and 1.8% in its multi-strategy Winton Fund and its Diversified Macro Fund, respectively.

The multi-strategy Winton Fund, which uses quantitative trading, is up 8.1% so far this year, whereas the Diversified Macro fund is up 4%.

Stock trading hedge funds relying on systematic algorithms to trade returned roughly 2% for the month to Aug. 30, JPMorgan said.

The stock trading Eureka Fund of British hedge fund Marshall Wace, co-founded by Paul Marshall, finished down 0.46% for August but was still almost 11% higher since the start of the year, a source with knowledge of the matter told Reuters on condition of anonymity.

The $68.4 billion hedge fund's Market Neutral Tops fund, meanwhile, returned 1.72% in August, contributing to a 18.53% year-to-date gain.

Check the hedge funds' performance here:

Fund August Year-to-date

Citadel 1% 9.9%

Wellington

Citadel 1.5% 14.5%

Tactical

Trading

Citadel 0.8% 9.3%

Equities

Schonfeld 1% 11.8%

Strategic

Partners

Schonfeld 0.5% 11.7%

Fundamenta

l Equity

Marshall -0.46% 10.97%

Wace

Eureka

Marshall 1.72% 18.53%

Wace

Market

Neutral

Tops

Winton -0.2% 8.1%

Fund

Winton -1.8% 4%

© Reuters. FILE PHOTO: A man stands next to an electronic stock quotation board inside a building in Tokyo, Japan August 2, 2024. REUTERS/Issei Kato/File Photo

Diversifie

d Macro

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.