Hedge Funds Short Aixtron And Elekta

Hedge Funds Short Aixtron And Elekta

Since our last update of short positions in UK, Hendreson Alternative Investment disclosed a negative position in 0.67 percent of Domino’s Pizza, Inc. (NYSE:DPZ) and 0.51 percent of Devro plc (LON:DVO). YA Global Master SPV Ltd revealed a new short in 0.69 percent of Red Rock Resources Plc (LON:RRR)’s shares outstanding. All of the above mentioned positions are unique and are not shared by any other hedge fund so far. YA Global has been covering a number of shorts before the year’s end. Holdings in Frontera Resources Corp (LON:FRR), Arian SiLver Corp (LON:AGQ) (CVE:AGQ), Nostra Terra Oil and Gas Company plc (LON:NTOG) and Regency Mines Plc (LON:RGM) were covered in entirety over the previous weeks.

In Germany, Citadel Advisors continues to stack up their short holding in SolarWorld AG (ETR:SWV) (FRA:SWV), which has now increased to 2.8 percent from 2.5 percent. Citadel has also been increasing its position in Wacker Chemie AG (ETR:WCH), the fund is shorting 1.8 percent of the company.  Joining several others, AQR Capital also initiated a short position in 0.53 percent of AIXTRON SE (NASDAQ:AIXG) (ETR:AIXA) (FRA:AIXA), a semiconductor company. The combined short bet now amounts to 15.5 percent of AIXTRON SE (NASDAQ:AIXG)(ETR:AIXA) (FRA:AIXA)’s outstanding shares.

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More

Viking Global’s short bet in K+S Aktiengesellschaft is now equal to 1.2 percent of the company’s outstanding shares. Och-Ziff Management slightly reduced their position in TUI AG (ETR:TUI1) (FRA:TUI1) to 3.67 percent. Egerton Capital Ltd holds a short positon in 0.95 percent of Dialog Semiconductor plc (ETR:DLG) (FRA:DLG), AQR Capital is also shortselling 1.8 percent of the same company.

In Sweden, Maverick Capital increased its holding from 1.47 percent in  Elekta AB (STO:EKTA-B) to 1.9 percent and then covered it back to 1.09 percent. Eton Park is shorting 1.39 percent of Alfa Laval AB (STO:ALFA), while Greenlight Capital is also shorting Elekta AB (STO:EKTA-B). Headwater Holdings covered their entire position in SSAB AB (STO:SSAB-A) (STO:SSAB-B) and Modern Times Group Mtg AB (STO:MTG-A). Some of the largest bets in Sweden are, Cadian Capital 4.92 and 3.11 percent bet in Axis AB (STO:AXIS) (PINK:AXSAF) and Elekta AB (STO:EKTA-B), Sothic Capital’s 2.24 percent position in Eniro AB (STO:ENRO),  Lombard Odier Asset Management’s 2.57 percent bet in PA Resources AB (STO:PAR) and Kynikos Associates’ short positions as mentioned in last update.

Among the big hedge funds of Europe, BlackRock, Inc. (NYSE:BLK) is shorting 0.96 percent of Elekta AB (STO:EKTA-B), 0.59 percent of Swedish Match AB (STO:SWMA), 0.59 percent of Haldex AB (STO:HLDX), 0.48 percent of Hexagon AB (STO:HEXA-B), 0.77 percent of Getinge AB (STO:GETI-B), 0.79 percent of Husqvarna AB (STO:HUSQ-A) (STO:HUSQ-B), 0.92 percent of Meda AB (STO:MEDA-A), 0.47 percent of Boliden AB (STO:BOL) (TSE:BLS), 0.48 percent of Alfa Laval AB (STO:ALFA), 0.48 percent of Svenska Cellulosa AB SCA (STO:SCA-A) and Skanska AB (STO:SKA-B), 0.57 percent of Modern Times Group Mtg AB (STO:MTG-A).

Lansdowne Partners are shorting Atlas Copco AB (STO:ATCO-A), Sandvik AB (STO:SAND) and Elekta AB (STO:EKTA-B). Marshall Wace is shorting SSAB AB (STO:SSAB-A) (STO:SSAB-B) and Oriflame Cosmetics SA (STO:ORI-SDB).