🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAYCLAIM SALE

Hedge fund borrowing hits five-year peak, Goldman Sachs says

Published 22/04/2024, 10:37
© Pavlo Gonchar / SOPA Images/Sipa via Reuters Connect
US500
-
BAC
-
GS
-

By Nell Mackenzie

LONDON (Reuters) - Global hedge fund borrowing rose to a five-year high in the week to April 19, a Goldman Sachs (NYSE:GS) note showed, as hedge funds ramped up trading to take advantage of the first sharp dip in U.S. and European stocks this year.

Banks give hedge funds leverage, essentially a loan to fund investing, which amplifies hedge fund returns but can also increase losses.

Gross leverage, or total borrowing, reached 270% after rising 2.6 points from the prior week, Goldman said in a note released Friday and seen by Reuters on Monday.

Hedge funds' overall net leverage, which measures a fund's total assets including borrowing against what it actually owns, ticked up 0.5 points to 73% last week, said Goldman Sachs.

Stock picking hedge funds not using algorithms to trade were the type of hedge fund that ratcheted up leverage levels, the note added. It did not give a number for systematic hedge fund leverage.

Leverage can be used to take bets against stocks but also to fund the derivatives trades that bet their values will rise. A short trade bets that an asset will fall in value.

Hedge funds U-turned stock bets on Wednesday and Thursday last week after three straight weeks of selling and bought the dip in global equities particularly in the U.S. and Europe, said the bank.

The S&P 500 last week fell more than 5% from its March 28 closing high, its biggest retreat since October, while the broadest European index of stocks fell 1.2% in its biggest weekly decline since mid-January.

Though rare, sharp dips and recoveries are not uncommon: the S&P 500 has experienced an average of three pullbacks of 5% or more every year since 1929, a Bank of America (NYSE:BAC) analysis showed.

Hedge funds focused bullish trades on technology companies, which had the highest level of net buying in two months. But traders remained short consumer discretionary stocks, such as luxury and travel, the Goldman note said.

Hedge funds bought stocks in most sectors including healthcare, tech, real estate and industrials, it added.

© Reuters. A trader works on the trading floor at the New York Stock Exchange (NYSE) in New York City, U.S., April 5, 2024. REUTERS/Andrew Kelly/ File photo

Single stocks saw the largest notional long buying in over a year, while macro products were net sold for the third straight week led by short sales, Goldman said.

North America and Europe were net bought on the week, while Asia was net sold.

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.