Monthly Archives: May 2026
Massive Outflows from BlackRock’s IBIT Signal a New Phase in the Bitcoin ETF Trade:
(HedgeCo.Net) Massive Outflows from BlackRock’s IBIT Signal a New Phase in Bitcoin ETF Volatility The institutional Bitcoin trade entered a more fragile phase this week as BlackRock’s iShares Bitcoin Trust, better known by its ticker IBIT, recorded one of the […]
The “OpenAI Effect” and the Rise of AI-Native Hedge Funds:
(HedgeCo.Net) A new kind of hedge fund signal is beginning to move markets. Nebius Group, the AI infrastructure company trading under the ticker NBIS, surged roughly 10% after a disclosure showed that Situational Awareness LP, the investment firm led by […]
Man Group’s “AI Bubble” Warning Puts Wall Street’s Biggest Trade on Notice:
(HedgeCo.Net) The artificial intelligence trade has become the defining investment story of the current market cycle. It has powered equity indexes, transformed corporate capital spending, reshaped venture financing, and created a new class of winners across semiconductors, cloud computing, data […]
Chris Hohn’s TCI Sets Profit Records as Concentrated Conviction Faces the AI Market Test
(HedgeCo.Net) Sir Christopher Hohn has long represented one of the most distinctive models in the hedge fund industry: concentrated capital, deep fundamental conviction, activist discipline, and a willingness to hold a small number of dominant global companies through periods of […]
Bitcoin “Flash Crash” to $73,000 Puts Crypto Risk Appetite Back on Watch:
(HedgeCo.Net) Bitcoin’s latest sell-off has delivered a sharp reminder to investors that the institutionalization of crypto has not eliminated the asset class’s defining feature: extreme volatility. The world’s largest digital asset dropped more than 3.5% overnight, sliding from roughly $77,000 […]
Algorithmic Trading Becomes “Essential,” Not “Optional” for the Modern Hedge Fund:
(HedgeCo.Net) Algorithmic trading is no longer a specialist tool sitting on the edge of the hedge fund industry. It has moved decisively into the center of the business. New industry data suggests that nearly a third of hedge funds now […]
Blackstone Emerges as Preferred Buyer for HSBC’s $26B Loan Portfolio:
(HedgeCo.Net) Blackstone’s reported emergence as the preferred buyer for HSBC’s $26 billion Australian loan portfolio is more than another balance-sheet transaction. It is a powerful example of how the largest alternative asset managers are becoming the natural buyers of scale […]
The SpaceX “Super-Cycle”: Why Mega-Funds Are Positioning Around the Largest Liquidity Event in History:
(HedgeCo.Net) SpaceX is no longer being viewed simply as a rocket company. For many of the world’s largest hedge funds, crossover investors, mutual funds, and private-market allocators, it has become the centerpiece of a new institutional “super-cycle” built around space […]
Balyasny’s Recovery Path: Why BAM’s April Rebound Matters for the Multi-Strategy Hedge Fund Race:
(HedgeCo.Net) Balyasny Asset Management’s April rebound is more than a monthly performance update. It is a test case for how one of the world’s most closely watched multi-strategy hedge fund platforms responds after a difficult quarter, how quickly it can […]
Why AllianceBernstein, Brookfield, and Carlyle Are Targeting the Next Trillion-Dollar Retirement Channel:
(HedgeCo.Net) The private markets industry has spent the past decade expanding from institutional portfolios into wealth management. Now it is aiming at an even larger prize: the defined contribution retirement system. AllianceBernstein, Brookfield, and Carlyle’s new collaboration to bring private-market […]