Buy-side options books shaken up in Q2 stock rally
Calamos, Janus Henderson, NY Life and Oceanview among buy-side firms reporting big index and single-stock shifts in latest filings
As US stocks shrugged off the Iran conflict and embarked on an AI-fuelled months-long rally, buy-side users of index and single-stock options made some big changes to their books.
The latest batch of filings from US life insurers and mutual funds show new notional records for index options and exchange-traded fund options, with single-stock options continuing to shrink in notional terms while
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