Copley Staging

Author: Steve Holden

  • The Big Picture: Global Fund Positioning Update

     

    The Big Picture:  Global Fund Positioning Update

    In this report, we take a deep dive into active global fund positioning—across regions, countries, sectors, and stocks—highlighting the key dynamics shaping capital allocation across our 360-strong fund universe.

    We begin with headline positioning trends across the three major regions, before examining each in detail: Americas, EMEA, and Asia, together with a section focusing on Emerging Markets.


    For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com

      

  • The Big Picture: Emerging Markets Fund Positioning Update

     

    The Big Picture:  Emerging Markets Fund Positioning Update

    In this report, we take a deep dive into active EM fund positioning — across regions, sub-regions, countries, sectors, and stocks — highlighting the key dynamics shaping capital allocation in emerging markets.

    We begin with headline positioning trends across major regions and sub-regions, before examining the five core areas of EM exposure in detail: EM Asia ex-ASEAN, ASEAN, EMEA ex-MENA, MENA, and LATAM.


    For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com

      

  • BAE Systems plc

    229 Active UK Funds, AUM $172bn

    BAE Systems plc

    Positioning Rebounds, Underweight Widens

    BAE Systems has staged a sharp rebound in ownership, rising to 36.7% of UK funds — its highest in over two years — with average weights also climbing. Yet positioning remains well below historical peaks, leaving UK managers -1.27% underweight versus the benchmark. As the dominant aerospace and defence holding, BAE outpaces Rolls-Royce, QinetiQ and Senior, supported mainly by GARP, Growth, and Income strategies. With defence back at the forefront of global agendas, its underweight status may prove harder for active managers to sustain.



    For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com

      

  • HDFC Bank Limited

    338 GEM Equity Funds, AUM $450bn

    HDFC Bank Limited

    Record Ownership and Dominance
    Among EM Financials

    HDFC Bank has cemented its role as the dominant emerging market bank holding, with ownership at a record 71% of EM funds — the highest in our 17-year history. Broad-based inflows and strong conviction from Growth managers have reinforced its status, while the post-merger with HDFC Ltd. has widened the gap over ICICI Bank and regional peers. Today, HDFC Bank stands as a strategic core holding, central to global EM managers’ financials exposure.


    For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com

  • Palantir Technologies Inc

    335 Global Equity Funds, AUM $1.25tr

    Palantir Technologies Inc.

    Rotation Signals Momentum Shift

    Palantir has rapidly become one of the most widely held AI names among Global funds, with ownership nearly doubling in six months to 11.3%. Growth managers have driven the surge, though most positions remain small outside a few concentrated bets. Despite ranking fourth within its software and AI peer group, Palantir is still more opportunistic than strategic in portfolios. A 500% share price rally has pushed it up the indices, leaving active funds modestly underweight as passive demand builds.



    For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com

      

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