JesseC
2021-11-29
USB
Meme stocks and megacaps make UBS list of most and least crowded trades: Alpha Tactics
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme stocks and megacaps make UBS list of most and least crowded trades: Alpha Tactics\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 09:30 GMT+8 <a href=https://seekingalpha.com/news/3773977-meme-stocks-and-megacaps-make-ubs-list-of-most-and-least-crowded-trades><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS updates its list of stocks where active fund managers are most overweight and underweight.\n\"Essentially, we sum up all of the holdings in dollar value across all of the active managers and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3773977-meme-stocks-and-megacaps-make-ubs-list-of-most-and-least-crowded-trades\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","UNH":"联合健康","V":"Visa","BK4207":"综合性银行","BK4559":"巴菲特持仓","NFLX":"奈飞","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/news/3773977-meme-stocks-and-megacaps-make-ubs-list-of-most-and-least-crowded-trades","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1123123260","content_text":"UBS updates its list of stocks where active fund managers are most overweight and underweight.\n\"Essentially, we sum up all of the holdings in dollar value across all of the active managers and calculate the weights of stocks in this active trading portfolio,\" UBS' global team of analysts writes. \"We then compare this weight with the relevant equity index benchmark to form the active weight.\"\nMegacaps dominate the underweight list and have in previous rankings, indicating that valuation worries have left a lot of upside on the table for money managers as these stocks led the market recovery.\nMost crowded U.S. large caps:\nVisa (NYSE:V), active weight 0.23%\nUnitedHealth (NYSE:UNH), 0.18%\nCharles Schwab (NYSE:SCHW), 0.15%\nThermo Fisher (NYSE:TMO), 0.14%\nAmerican Express (NYSE:AXP), 0.11%\nNetflix (NASDAQ:NFLX), 0.1%\nMercadoLibre (NASDAQ:MELI), 0.1%\nCharter Communications (NASDAQ:CHTR), 0.09%\nDanaher (NYSE:DHR), 0.09%\nMastercard (NYSE:MA), 0.09%\nMegacaps dominate the underweight list and have in previous rankings, indicating that valuation worries have left a lot of upside on the table for money managers as these stocks led the market recovery.\nLeast crowded U.S. large caps:\nApple (NASDAQ:AAPL), active weight -2.07%\nTesla (NASDAQ:TSLA), -0.93%\nAmazon.com (NASDAQ:AMZN), -0.63%\nMicrosoft (NASDAQ:MSFT), -0.35%\nNvidia (NASDAQ:NVDA), -0.35%\nExxon Mobil (NYSE:XOM), -0.28%\nBerkshire Hathaway (NYSE:BRK.B), -0.26%\nProcter & Gamble (NYSE:PG), -0.22%\nJohnson & Johnson (NYSE:JNJ), -0.19%\nBank of America (NYSE:BAC), -0.18%\nLooking to mid and small caps some meme names appear.\nMost crowded U.S. mid and small caps:\nAmerican Natural (NASDAQ:ANAT), active weight 0.17%\nBiohaven Pharma (NYSE:BHVN), 0.13%\nParsons (NYSE:PSN), 0.13%\nAvis Budget (NASDAQ:CAR), 0.1%\nChesapeake Energy (NASDAQ:CHK), -0.08%\nLeast crowded U.S. mid and small caps:\nAMC (NYSE:AMC), active weight -0.57%\nFirst Financial (NASDAQ:FFIN), -0.12%\nMarathon Digital (NASDAQ:MARA), -0.11%\nCadence Bank (NYSE:CADE), -0.11%\nApollo Medical (NASDAQ:AMEH), -0.11%\nThese lists have some crossover with Goldman Sachs' picks for high-growth stocks when rates are rising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600652708"}
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