在1月Gamestop之后的所有手环关于短暂销售之后，Gamestop挤压几乎倒下的对冲基金Melvin Capital.那activist short sellers are back at the game — and doing quite well.
到目前为止，在2021年，Activist Shorts在32家目标公司中的25个，根据突破点，这是一个跟踪短卖家的数据公司。平均而言，股票下跌18.5％，因为活动家们已经制作了他们的球场，突破点的Ivan Cosovic告诉亚博赞助欧冠机构投资者。
Muddy Waters’ short on electrical vehicle company XL Fleet Corp., which it unveiled Wednesday on the Zer0es.tv video channel, is the latest to hit the market. The stock had fallen almost 25 percent by the market’s close on Thursday and was down another 8 percent near the end of trading on Friday.
“我们得出结论,真正的绿色技术在XLis duping investors into throwing money at this company through a collection of exaggerations, half-truths, and mistruths,” Muddy Waters said in the report, which it said was in part based on information from former employees.
在新闻稿中，XL舰队通过说“报告包含许多事实不准确，误导性陈述和缺陷的结论”，但没有详细说明。
[II深潜：不是每个人都认为卖空已经死了]
泥泞的水域创始人卡森街区告诉IIthat the turmoil around GameStop — which he believes was an exacerbation of technical trends that began pummeling short sellers last year — led to some changes in the way his firm approaches short selling.
活动家捷卖方在很大程度上已经破坏了他的投资组合，并立即坐在侧链上，然后追随他所谓的“游戏疯狂”。
“我们已经有了这份报告，”街区说。“我们正在等待解决问题。”
在发布关于XL舰队的报告之前，街区看看Reddit - 一个社交媒体论坛，他在Gamestop Fracas之前没有遵循。“我们检查了[XL舰队]不是这些红德特的最爱之一，”他说。“如果一个reddit mob形式，如果你无法快速摆脱，那就是说这是一个巨大的问题。”
XL舰队也通过SPAC或专项收购公司来到公开市场 - 哪个块表示也使其成为技术原因的良好目标。
“Spacs从技术角度来看，”Spacs没有逆风，“他说。他指出，他们是新的公开交易公司，而且结果不包括在指数和ETF中，这意味着他们“没有受益于被动流动的大道，”他指出。
They also don’t tend to have a high short interest nor a tightly held float, according to Block, who added that after a SPAC closes a deal with its merger partner, or deSpacs, many of the initial hedge fund investors tend to sell their shares.
尽管如此，活动家短卖家仍然更加谨慎。“我们我们说的更保守地尺寸，”他说。“我们打电话给对冲我们的立场。”
Muddy Waters’ short on XL Fleet isn’t the best performer this year, nor is it the only SPAC that is on the Breakout Point list. And all of them have benefited from the overall market downturn.
Wolfpack Research在ehang举行的简短，一家中国公司开发一个自主飞行的飞行出租车，沃尔夫客称为“股票晋升注定要崩溃并燃烧”，最佳列表。由于该报告于2月16日发布，该股票截至周四跌幅为71％。
作为回应，欧安表示，它“强烈认为，该报告包含许多错误，未经证实的陈述和信息误解。”
Another SPAC has also been a big winner for the shorts. Clover Health, which was merged with one of Chamath Palihapitiya’s SPACs, was the fourth-best activist short this year. The stock was down about 48 percent since Hindenburg Research issued its report on February 4, according to Breakout Point.
报告指出，三叶草，医疗保险优势计划是由正义部调查但没有向投资者披露此事。
In a lengthy Medium post defending itself, Clover said it “concluded that the fact of DOJ’s request for information was not material and was not required to be specifically disclosed” in filings to the Securities and Exchange Commission.
三叶草还透露，在汉德堡报告后由秒调查。
Hindenburg.was the first of the activists to put out short research在Reddit Forum Wallstreetbets上攻击GameStop的短暂卖家。
But Hindenburg did not take a short position in the stock, saying that it was publishing the report to show the value of short sellers — and their research — in the market. Hindenburg’s Nathan Anderson toldII他仍然在公司仍然没有短暂的职位。（它已发布关于它短缺的两家公司的简短报告。）
与此同时，今年仍然是今年最糟糕的活动家短裤之一仍然是GameStop，Andrew Left的Citron Research在1月19日的一份简短的报告中瞄准了。这使得Wallstreetbets成员的愤怒并留下了左边说他would no longer be writing short activist reports。
GameStop, despite retreating from the stratospheric heights it attained during the short squeeze, was still up 21 percent since Left’s report as of Thursday’s close.