Quant Funds Dump Treasuries Positions Adding to Selloff

  • Capitulation of long positions from CTA accounts a factor
  • Fall in Eurodollars would bring hefty de-leveraging: Nomura
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Quantitative hedge funds are being partly blamed for the biggest selloff in Treasuries in seven months.

Funds known as Commodity Trading Advisors -- synonymous with trend-following quant strategies -- have likely been actively shedding large long positions in 10-year bond futures, according to market watchers. These systematic accounts tend to be secretive with their strategies, leaving a puzzle for analysts to estimate positioning.