石油圈中國石化新聞網訊 據路透社11月12日倫敦報道，在過去的六周里，對沖基金已經賣出了差不多5億桶原油和精煉產品，因為市場對需求放緩的擔憂取代了之前的擔憂。 對沖基金和其他基金經理在截至11月6日的一周內，將其在六大石油期貨和期權合約中的凈多頭頭寸再減少1.08億桶。 自9月底以來，投資組合經理們已售出4.79億桶原油和產品，這是至少自2013年以來6個星期內最大跌幅，也可能是可比時間框架內的最大跌幅。 目前，各基金持有的看漲多頭頭寸少于4只，低于9月底的12:1，為2017年8月以來的最低水平。 大部分調整來自市場的長期面，因為以前看漲的對沖基金在2017年下半年和2018年早些時候將累積的頭寸變現。 看漲期長原油的數量已從六周前的11.95億桶和年初的16.25億桶降至8.49億桶。 監管機構和交易所公布的一份頭寸數據分析顯示，看漲頭寸目前處于2016年9月以來的最低水平。 自10月3日以來，基金的大量拋售推動油價下跌超過了每桶15美元（17%）。 詹曉晶摘自路透社 原文如下： Hedge funds enforce correction to oil market’s course: Kemp Hedge funds have sold the equivalent of almost half a billion barrels of crude oil and refined products in the last six weeks, as worries about slowing demand replaced earlier concern over sanctions on Iran. Hedge funds and other money managers cut their combined net long position in the six major petroleum futures and options contracts by another 108 million barrels in the week to Nov. 6. Portfolio managers have sold 479 million barrels of crude and products since the end of September, the largest reduction in any six-week period since at least 2013 and probably the largest ever in a comparable timeframe . Funds now hold fewer than four bullish long positions for every short bearish one, down from more than 12:1 at the end of September and the lowest ratio since August 2017. Most of the adjustment has come from the long side of the market, as formerly bullish hedge funds liquidate positions accumulated in the second half of 2017 and earlier in 2018. The number of bullish long positions has fallen to just 849 million barrels, from 1.195 billion six weeks ago and a record 1.625 billion at the start of the year. Bullish positions are now at the lowest level since September 2016, according to an analysis of position data published by regulators and exchanges. Heavy selling by funds has helped push oil prices down more than $15 per barrel (17 percent) since Oct. 3. ? ?
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