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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Comments

MUM
2021-07-19
MUM
Ok
- MUM:
  [微笑]
- MUM:
  [微笑]
- Ichua:
  Oh no
kusanagi
2021-07-19
kusanagi
Like and comment
- Staricelock:
  Ok
zdyoyo
2021-07-19
zdyoyo
Good
AnaiAnai
2021-07-19
AnaiAnai
No more show if hedge fund not interested ?
- Vern88:
  [What]
DarrenyYSM
2021-07-19
DarrenyYSM
I wonder if we should follow HF then.
- AnaiAnai:
  better not to be a hero.
Disney168
2021-07-19
Disney168
Like pls
- 1521yes:
  like

Leave a comment

137

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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. 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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://ttm.financial/post/173258140","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5259100,"gmtCreate":1626664849868,"gmtModify":1663231147636,"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":1703762956417,"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://ttm.financial/post/173250839","repostId":1141135734,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5259080,"gmtCreate":1626664498929,"gmtModify":1663231150437,"authorId":3583884958321017,"author":{"id":3583884958321017,"idStr":"3583884958321017","authorId":3583884958321017,"name":"AnaiAnai","avatar":"https://static.tigerbbs.com/8b0d0d8e20a4082ac0bc6a98756546ec","vip":1,"crmLevel":1,"crmLevelSwitch":1,"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":1703762944038,"author":{"id":"3581483862047878","authorId":"3581483862047878","name":"Disney168","avatar":"https://static.tigerbbs.com/2306a5f8d24ebd89f88132c5a8f1eeec","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3581483862047878","authorIdStr":"3581483862047878"},"htmlText":"Like pls","listText":"Like pls","text":"Like 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