Hedge Fund Stratagems and Long-Run SEO Firm Performance

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Authors

Walker, Rosemary L.
Kwak, Sungkyu
Hull, Robert M.

Issue Date

2018-08-1

Type

Working Paper

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en_US

Keywords

Hedge funds , Seasoned equity offerings , Trading strategies

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Abstract

Purpose - To explore if hedge fund variables (HFVs) are associated with long-run compounded abnormal returns (CARs) for a six-year window around the offering month for firms undergoing seasoned equity offerings (SEOs). Design/methodology/approach - The event study methodology is used to calculate Jong-run CARs that are used in a regression model as dependent variables. Independent variables include HFVs and nonhedge fund variables (NFVs) with standard errors clustered at the month level. Findings - Three new long-run findings, consistent with recent short-run findings, are offered. First, HFVs are significantly associated with long-run CARs for SEO firms. Second, HFVs perform competitively compared to NFVs. Third, a potential omitted-variable bias results if HFVs are not used. Research limitations/implications -This research assumes that hedge fund managers can identify good (poor) performing SEO firm that allow for profitable long (short) positions. The proportion of hedge funds using a strategy will change in the hypothesized manner needed to make profit. Practical implications - Hedge fund managers can use long-run strategies to capitalize on price movements around significant corporate events. Social implications -Larger institutional traders have investment advantages due to superior knowledge and greater ability to manipulate prices. Originality/value - This research is the first study to detail the significant association between hedge fund stratagems and long-run stock returns for firms undergoing key corporate events. This study demonstrates the need to consider hedge fund strategies when trying to understand stock price movements.

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Washburn University. School of Business

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