Hedge Fund and Insider Trading News: Anthony Scaramucci, Ken Griffin, Clint Carlson, Renaissance Technologies, EcoR1 Capital, Lodbrok Capital, Phillips 66 Partners LP (PSXP), and More

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London Lodbrok Capital Hedge Fund Posts 32% Gain for 2021 (Bloomberg)
Lodbrok Capital LLP’s European Credit Opportunities Fund gained 32% last year thanks to investments on Swiss bakery firm Aryzta AG, U.K. oil services firm Valaris Plc and German industrial property company Deutsche Industrie REIT AG, according to an investor letter.

Tudor Portfolio Manager on Where She’s Finding Alpha in the Tech Sector with Rising Rates (CNBC)
With the prospect of higher interest rates looming, 2022 has already been a tough year for the tech sector. The Invesco QQQ ETF has fallen sharply year-to-date but one tech investor is braving the turbulence. Ulrike Hoffmann-Burchardi recently launched a new strategy within Tudor Investment Corp. called T++ with a specific focus on technology stocks. She sat down with Delivering Alpha to discuss her current hedging strategy along with where she’s finding alpha in the technology sector.

Hintze’s Hedge Fund CQS Planning Green CLO (Hedge Week)
Michael Hintze’s hedge fund CQS is is considering launching a ‘green’ collateralised loan obligation (CLO) in Europe according to a report by Bloomberg, as it looks to further expand its ESG offering. The report says that CQS, which already holds about 60 per cent of its USD2.6 billion assets under management via Article 8 ESG mandates, has written to investors to outline the plan.

Friday 1/21 Insider Buying Report: PSXP, CBAY (Nasdaq.com)
At Phillips 66 Partners, a filing with the SEC revealed that on Thursday, Director Mark Haney bought 1,623 shares of PSXP, for a cost of $44.53 each, for a total investment of $72,278. Bargain hunters have the opportunity to buy PSXP at a price even lower than Haney did, with the stock changing hands as low as $41.56 in trading on Friday — that’s 6.7% below Haney’s purchase price. Phillips 66 Partners is trading off about 3.4% on the day Friday. This purchase marks the first one filed by Haney in the past year. And on Wednesday, Chief Medical Officer Dennis D. Kim purchased $60,800 worth of CymaBay Therapeutics, purchasing 20,000 shares at a cost of $3.04 each. This purchase marks the first one filed by Kim in the past twelve months. CymaBay Therapeutics is trading up about 12.2% on the day Friday.

Police Officer, Others Charged with Insider Trading Related to Chipmaker Merger (Reuters)
(Reuters) – A Massachusetts police officer and two friends were arrested on Wednesday on charges they conspired to engage in insider trading based on non-public information about Analog Devices’ planned acquisition of fellow chipmaker Linear Technology in 2016.

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