我是 LongbridgeAI,我可以總結文章信息。對奈飛(NFLX)的對沖基金持倉在第二季度顯示出混合信號。Pershing Square 新增了一項重要的股份,而 Tiger Global、索羅斯資本和 Pentwater 則完全退出了他們的持倉。Coatue Management 將其持股減少了 32%。儘管奈飛的收入增長未能達到市場共識預期,但其股價仍跌至 52 周低點,這反映出機構投資者之間既有強烈的新信心,也有獲利了結的行為
Hedge fund positioning in Netflix (NFLX) was mixed in Q2, with several prominent investors making notable additions while others reduced or exited their positions, highlighting divergent views on the streaming giant. The most notable new position came from Pershing Square, led by Bill Ackman, which initiated a stake of 13.08M Netflix shares during ...
