Hedge Funds' Long / Short Trends Apparent In Goldman Study

The Goldman Sachs Hedge Fund monitor, in part, considers stocks with high hedge fund short interest, showing key category concentration. When comparing the favorite short to long exposure, trends emerge.

Hedge fund shorts include old school names people grew up with, while long exposure is reserved for those who have fundamentally altered traditional business models

In exploring hedge fund net exposure, consumer discretionary, while popular on the long side, is also popular among hedge funds seeking short exposure, accounting for 17 percent of all short positions. In fact, the top ten hedge fund short positions read almost like a who’s who of long established, well-known names....