9.2

Hedging Pressure

PYTHON PLUGIN Commodities Positioning

Description

Strategy 9.2: CFTC COT hedging-pressure strategy

Strategy Logic

Strategy 9.2: Hedging pressure using CFTC Commitments of Traders data. Hedging pressure HP = long contracts / total contracts. High speculator HP = backwardation indicator. 1. Take the upper half by speculators' HP; within that, buy the bottom quintile by hedgers' HP. 2. Take the lower half by speculators' HP; within that, sell the top quintile by hedgers' HP. Expects DataFrames with columns: 'spec_long', 'spec_short', 'hedge_long', 'hedge_short'.

Parameters

Parameter Default Value Type
spec_median_split 0.5 float
hedge_quintile_buy 0.2 float
hedge_quintile_sell 0.8 float

Risk Configuration

Risk Parameter Value
Max Position Pct 6.0%
Stop Loss Pct 5.0%
Take Profit Pct 10.0%
Max Drawdown Pct 15.0%