The World's Biggest Hedge Funds Poured Money Into These Two Sectors Last Quarter

A cool chart here from Credit Suisse’s Pankaj N. Patel.

As you can see, big hedge funds are heavily “overweight” in info tech and consumer discretionary stocks relative to the size of those sub-sectors in the S&P 500.

Consumer staples and Industrials are two areas where they’re underweight.

And infotech and energy were the two sectors where they placed their bets most heavily in Q4 relative to Q3.

hedge funds

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