FT says active and passive fund managers may need to buy USD 14.2bln of SpaceX (SPCX) stock by 4th July to neutralise benchmark exposure after index methodology changes

  • Estimated flows are USD 8.5bln on 19th June, USD 1bln on 26th June and USD 4.7bln on 3rd July, excluding many institutional and foreign assets.
  • Meanwhile, Barron's says there are three ways to play the IPO: selling cash-secured puts expiring within a month to buy SpaceX stock at lower prices, buying stock and selling calls 10% higher for expiries within a month or 20% higher for one- to two-month expiries, and using call spreads by buying one call and selling a higher-strike call with the same expiry.
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