Energy Hedge Fund Center

As of last Tuesday hedge funds and large investors increased their overall exposure to the 24 US traded commodities that we track by 12 percent to 738,000 lots. The weekly increase came mainly from a 3 billion dollar addition into energy and grains.

By Nicholas Larkin Nov. 11 (Bloomberg) — Gold traders and analysts are the most bullish in at least seven years as investors accumulate metal at the fastest pace since August to protect their wealth from a widening European debt crisis. Twenty-one of 22 surveyed by Bloomberg expect bullion to rise on the Comex in New ... Read More

In a new agricultural outlook this week, Kenrick Jordan, senior economist with BMO Capital Markets, forecasts essentially flat growth for 2011 of only 0.2%, with crop production slipping 1% while the relatively smaller livestock sector grows 4.5% on poor weather, higher input costs and a strong loonie. This comes on top of an outright 1.2% ... Read More

By Cecile Vannucci, Jeff Kearns and Kaitlyn Kiernan Oct. 26 (Bloomberg) — Options traders are snapping up protection against declines in agricultural stocks at the fastest rate in four years, locking in gains after a security that tracks the industry rallied the most since 2009. Puts to sell the Market Vectors Agribusiness exchange- traded fund ... Read More

Pension funds investing in farmland is not a new trend. They have long valued the steady income and long-term appreciation of the asset. However, with farmland’s recent explosion into the mainstream as a “hot” investment, people have taken notice how heavily invested into agriculture pension and hedge funds really are. A recent article posted on ... Read More

By Dmitry Zhdannikov LONDON, Oct 25 (Reuters) – Deutsche Bank reported record-beating performance in commodities trading in the third quarter as it grabbed business from U.S. and European rival despite some of the sharpest falls in commodities prices since the 2008 financial crisis. Deutsche has cemented a leading role among the biggest players in commodities ... Read More

By Elizabeth Campbell Oct. 24 (Bloomberg) — Hedge funds increased bullish bets on commodities by the most since August on mounting optimism the global economy will avoid another recession, boosting prospects for raw-materials demand. Money managers raised combined net-long positions across 18 U.S. futures and options by 12 percent to 737,647 contracts in the week ... Read More

NEW YORK (Reuters)- For the small club of companies who trade the food, fuels and metals that keep the world running, the last decade has been sensational. Driven by the rise of Brazil, China, India and other fast-growing economies, the global commodities boom has turbocharged profits at the world’s biggest trading houses. They form an ... Read More

The CFTC has finalized rules instituting position limits on futures and swaps contracts. These rules were created under the authority of section 737 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. The final regulations cover 28 physical commodity futures and swaps and all economically equivalent contracts, and will be implemented in two phases. ... Read More

Hedge fund legend Paul Tudor Jones added a number of positions to his portfolios in the second quarter of this year. Though the next round of earnings reports are due at the end of month, I review these four Jones picks here to see if they are on track to fare well in light of ... Read More