Hedge funds shun stocks like Netflix and Facebook: Sector Watch_老虎社区_美港股上老虎

Hedge funds shun stocks like Netflix and Facebook: Sector Watch

seekingalpha2021-07-19

It has been a big week for video game stocks and things are moving forward this week. Stocks like Electronic Arts(NASDAQ:EA), Take-Two Interactive(NASDAQ:TTWO)and Activision Blizzard(NASDAQ:ATVI)have ...

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137

MUM
·2021-07-19
Ok
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1
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- Ichua:
  Oh no
  2021-07-19
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- MUM:
  [微笑]
  2021-07-20
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- MUM:
  [微笑]
  2021-07-21
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788db673
·2021-07-19
Like and comment
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2
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- Staricelock:
  Ok
  2021-07-19
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zdyoyo
·2021-07-19
Good
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点赞
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AnaiAnai
·2021-07-19
No more show if hedge fund not interested ?
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2
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- Vern88:
  [What]
  2021-07-19
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DarrenyYSM
·2021-07-19
I wonder if we should follow HF then.
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- AnaiAnai:
  better not to be a hero.
  2021-07-19
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Disney168
·2021-07-19
Like pls
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2
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- 1521yes:
  like
  2021-07-19
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Kennyoscar
·2021-07-19
Wow
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Chenpp
·2021-07-19
Good news thanks
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- BlackTechAI:
  Ok
  2021-07-19
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- evan888:
  hi
  2021-07-19
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fortuna
·2021-07-19
Tell me your opinion about this news...
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2
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- BlackTechAI:
  Ok
  2021-07-19
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WealthyCat
·2021-07-19
Nice
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1
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- BlackTechAI:
  Ok
  2021-07-19
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thatsy
·2021-07-19
To the moon!
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6
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- BlackTechAI:
  Yes!
  2021-07-19
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flashsplash
·2021-07-19
Like please
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- GlitterD:
  Same tKs
  2021-07-19
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kaiichean
·2021-07-19
Thanks for sharing. Like
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- fortuna:
  Done
  2021-07-19
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- BlackTechAI:
  Ok
  2021-07-19
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The company has tipped off that new gameplay reveals will be part of the focus.Updates on Battle field 2042, FIFA 22 and Madden 22 are anticipated.\nNetflix(NASDAQ:NFLX)has also thrown its hat into the ring.\nAnalyst are applauding the streaming service's move.\nBut Communication Services(NYSEARCA:XLC), which comprises streaming and video game companies, has been shunned by hedge funds of late.\nHedge fund selling in the sector was the largest for the month as seen in recent years, Morgan Stanley analysts led by Katy Haber write.\n\"Despite the sector finishing June up ~2.7% (vs. S&P 500 +2.3%), Comm. Services saw one of its largest months of net selling in recent years in June, causing net exposure to the sector to finish the month near lows over the last 12M,\" Haber wrote in a note. \"The net selling was entirely a product of long selling, given flows on the short side were paired off.\"\n\"Equity L/S funds, specifically, accounted for ~80% of the net selling, with Stat-Arb / Quant funds accounting for the residual.\"\n\"HFs were net sellers of each industry in the sector led by Interactive Media & Services followed by Media. While HFs remain OW Comm,\" she adds. \"Services relative to the sector’s market cap, we’ve seen this metric drop to the 55th %-tile since 2010 from the 94th %-tile as of mid-March this year.\"\nXLC's top stocks by weighting are Facebook(NASDAQ:FB), Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL)and Charter 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and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173503510","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5259426,"gmtCreate":1626667847271,"gmtModify":1635226249009,"authorId":3582854998341736,"author":{"id":3582854998341736,"idStr":"3582854998341736","authorId":3582854998341736,"name":"Staricelock","avatar":"https://static.tigerbbs.com/61ced7ebcf5103c30768f4f61038d8b5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173503510,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":173246190,"gmtCreate":1626665355510,"gmtModify":1633925097434,"author":{"id":"4087872542929060","authorId":"4087872542929060","name":"zdyoyo","avatar":"https://static.tigerbbs.com/114f25ed87a268591ee9d29cc7e23a12","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087872542929060","authorIdStr":"4087872542929060"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173246190","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":173258140,"gmtCreate":1626664473280,"gmtModify":1633925105883,"author":{"id":"3583884958321017","authorId":"3583884958321017","name":"AnaiAnai","avatar":"https://static.tigerbbs.com/8b0d0d8e20a4082ac0bc6a98756546ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3583884958321017","authorIdStr":"3583884958321017"},"htmlText":"No more show if hedge fund not interested ?","listText":"No more show if hedge fund not interested ?","text":"No more show if hedge fund not interested ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173258140","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5259100,"gmtCreate":1626664849868,"gmtModify":1631896553095,"authorId":3559772010225021,"author":{"id":3559772010225021,"idStr":"3559772010225021","authorId":3559772010225021,"name":"Vern88","avatar":"https://static.tigerbbs.com/7c14bb97c93beeba4398be1214427278","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173258140,"type":1,"supId":0,"prevId":0,"content":"[What]","text":"[What]","html":"[What]"}],"langContent":"EN"},{"id":173250839,"gmtCreate":1626664134621,"gmtModify":1633925108673,"author":{"id":"3586939965895816","authorId":"3586939965895816","name":"DarrenyYSM","avatar":"https://static.tigerbbs.com/7fb98b9b6cf4f7ff1919bf29b2d3c62f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3586939965895816","authorIdStr":"3586939965895816"},"htmlText":"I wonder if we should follow HF then.","listText":"I wonder if we should follow HF then.","text":"I wonder if we should follow HF then.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173250839","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5259080,"gmtCreate":1626664498929,"gmtModify":1635226277013,"authorId":3583884958321017,"author":{"id":3583884958321017,"idStr":"3583884958321017","authorId":3583884958321017,"name":"AnaiAnai","avatar":"https://static.tigerbbs.com/8b0d0d8e20a4082ac0bc6a98756546ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173250839,"type":1,"supId":0,"prevId":0,"content":"better not to be a hero.","text":"better not to be a hero.","html":"better not to be a hero."}],"langContent":"EN"},{"id":173229763,"gmtCreate":1626663497352,"gmtModify":1633925115462,"author":{"id":"3581483862047878","authorId":"3581483862047878","name":"Disney168","avatar":"https://static.tigerbbs.com/2306a5f8d24ebd89f88132c5a8f1eeec","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581483862047878","authorIdStr":"3581483862047878"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173229763","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5259012,"gmtCreate":1626663962344,"gmtModify":1635226283422,"authorId":3575273204402761,"author":{"id":3575273204402761,"idStr":"3575273204402761","authorId":3575273204402761,"name":"1521yes","avatar":"https://static.tigerbbs.com/5c7c5c91dad8a3479b64a59aca3d3845","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173229763,"type":1,"supId":0,"prevId":0,"content":"like","text":"like","html":"like"}],"langContent":"EN"},{"id":173220062,"gmtCreate":1626663398656,"gmtModify":1633925116946,"author":{"id":"3575882730419858","authorId":"3575882730419858","name":"Kennyoscar","avatar":"https://static.tigerbbs.com/7ae5bbd70eee00b69de3be27b8862938","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3575882730419858","authorIdStr":"3575882730419858"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173220062","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":173287316,"gmtCreate":1626662731635,"gmtModify":1633925125689,"author":{"id":"4087519307250220","authorId":"4087519307250220","name":"Chenpp","avatar":"https://static.tigerbbs.com/94fb187f18d6de52feec7de331d37c1a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087519307250220","authorIdStr":"4087519307250220"},"htmlText":"Good news thanks","listText":"Good news thanks","text":"Good news 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me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this 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