Here’s A List Of The Most Crowded Trades On Wall Street

Jon Alternative Media, Blogosphere, Economy, Health Care

Each quarter Credit Suisse’s U. S. Equity Strategy team, led by Lori Calvasina, takes a deep dive into the stock level holdings of long-only, actively managed small, SMID, mid & large cap funds to see which stocks officially qualify as the most crowded trades on wall street. While the results obviously vary across the size categories, Tech, Healthcare and Financials seemed to be recurring themes for the most crowded sectors at the end of Q4 2016.
Within the small cap category, 16 of the top 25 names were Tech (mostly semis) or Healthcare companies.
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Retailing was particularly popular among the Mid Cap basket with Ross Stores and O’Reilly Automotive taking the lead positions as most crowded. Meanwhile, Tech and Healthcare again represented 10 out of the 25 names.

This post was published at Zero Hedge on Jan 6, 2017.