2018 Nov Blogs

Long Term Big Short: Odey vs Intu

Long Term Big Short: Odey vs Intu

Odey's fund is the big winner after Intu shares dropped about 40% on Thursday. Odey Asset Management has been continuously holding a short >0.5% ("big short") for more than 6 years. ...

Read More2018-11-30
How to time a €100 million short in Renault?

How to time a €100 million short in Renault?

UK fund, Merian Global Investors, placed an about €100 million short bet (0.51%) against Renault on 2018-30-10, making a multi-million profit from the drop in Renault's shares after its CEO was ...

Read More2018-11-19
Soros' Fund bets against Aston Martin

Soros' Fund bets against Aston Martin

A new short in Aston Martin by George Soros' fund emerged. It is a 0.52% big short (about £20 million) that has been placed on 2018-11-08. According to our records, this ...

Read More2018-11-17
Short Selling in Nyrstar

Short Selling in Nyrstar

TT International is winning big with their 2.15% short position in Nyrstar. Stock down as much as 40% on 12th of November.  Updated on 2018-11-14, 08:54 AM GMT with latest short disclosures. As of latest short disclosures, ...

Read More2018-11-12
Short Selling by Third Point

Short Selling by Third Point

Third Point's Daniel Loeb said in an investor letter on Friday that they have grown their short book (ref. CNBC). We had a look at current Third Point's big short positions ...

Read More2018-11-10
Odey is Back. What is he Shorting?

Odey is Back. What is he Shorting?

Odey's main fund is up about 48% YTD (refs. FT, Bloomberg). UK short bets dominate top short positions of Odey Asset Management. When it comes to shorting persistence, hardly anybody beats Odey in all of ...

Read More2018-11-06
Short Sellers vs UK Banking Services

Short Sellers vs UK Banking Services

Following Steve Eisman's ("The Big Short") revelation that he is shorting two UK banks (ref. Bloomberg), in this Breakout POINT's note, we took a deeper look at the biggest shorts among ...

Read More2018-11-05
Deutsche Bank's Short Sellers

Deutsche Bank's Short Sellers

Marshall Wace and AQR are the biggest short sellers of Deutsche Bank. Marshall Wace even added to their short position on the day when a 3.1% stake in Deutsche Bank ...

Read More2018-11-03
First Short Position in Linde plc

First Short Position in Linde plc

A first ever short selling disclosure in Linde plc popped-up on our radar. It is a 0.69% short by Millennium International Management in Linde plc on 2018-10-31. First Short Disclosure for Linde ...

Read More2018-11-03