We're already halfway through May, but given the weather it wouldn't surprise me if I was writing February! The markets have been equally as unpredictable with some wild intraday swings to keep everyone on their toes. Flow wise this month we've seen a significant uptick in Hedge Funds buying the Industrial Services names, while interest in buying Autos has dried up. In the Institutional realm, the big trend has been the shift from selling banks in April to buying in May.
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