Asset Classes

Free investment financial education

Language

Multilingual content from IBKR

Close Navigation
Learn more about IBKR accounts

The long / short report March 2024

Posted March 18, 2024 at 10:45 am
Matt Chessum
S&P Global Market Intelligence

DOWNLOAD FULL REPORT HERE

The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence’s securities finance short interest data.

Highlights from the March report include:

Short interest increased across global equities during the month. The largest increases were seen across the consumer services (+8bps), energy (+7bps), REITs (+6bps) and capital goods (+8bps) sectors.

Across US equities, average short interest increased to 88bps over the month. Short interest increased by +16bps across the energy sector, +14bps across the capital goods sector and by +7bps across the financial services sector. Short interest declined across the automobile sector by -13bps, the healthcare sector by -5bps and the semiconductor sector by -4bps.

Average short interest across APAC equities increased to 69bps during the month. The largest increases in short interest were seen across transport (+8bps), technology hardware and equipment (+7bps) and financial services (+5bps). The largest decreases were seen across household and personal products (-20bps), commercial services (-15bps) and automobiles (-9bps).

Average short interest across European equities increased by +1bps over the month to 19bps. General shorting activity remained subdued but small increases were seen across real estate management and development (+2bps), materials (+2bps) and REITs (+5bps).

Utilization increased by 31bps across the government bond markets, and remained flat on Feburay across corporate bonds.

Please download the full report by clicking on the button above to read further details.

Originally Posted March 15 – The long / short report March 2024

Join The Conversation

If you have a general question, it may already be covered in our FAQs. If you have an account-specific question or concern, please reach out to Client Services.

Leave a Reply

Disclosure: Interactive Brokers

Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from S&P Global Market Intelligence and is being posted with its permission. The views expressed in this material are solely those of the author and/or S&P Global Market Intelligence and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.