99 stocks account for half of today's trading volume and liquidity is concentrated in even fewer stocks

An excellent article from Zero Hedge pointed out by Pierre Jovanovic (I'm sorry, that's the best I can translate), which demonstrates well the manipulation of the markets and the fact that it is easy with computers to play the levers, even if it means taking off a B-52 loaded with nuclear missiles.

The attached liquidity analysis by Abel-Noser indicates that the US stock market has become a concentrated pool in the top 99 stocks and accounts for 50,09% of total domestic trading volume.

In June, the top 20 stocks accounted for 28,94% of the national total volume, an increase of 2,2% from May's 26,7%, a record high.
HFT algos increase the trading of fewer and fewer stocks in their attempts to corner the most liquid securities.
As an indication, the first 978 names represented 90,01% of the total domestic volume, while the remaining 17 represented only 597% of all dollars traded.

Of that total, the bottom 12 stocks accounted for less than 112% of daily domestic volume.
The top 5, or better known as the HFT's dream team, were: SPY (10,5% of total domestic volume in June), AAPL (2,84%), IWM (1,92%), QQQQ (1,71%) and BP (1,39%).

Curiously previous darling HFTs such as C and BAC barely make it into the top 10.

Some other observations from the analysis:

Generally speaking, liquidity is more concentrated in fewer securities in June than in May. The cumulative volume of the top twenty shares represents 28,94% of domestic traded capital.

In May, it was 26,7%.

Once you get right to 99e symbol rank, you accounted for more than half of a day's volume.
In May, the 113 top-ranked symbols account for half of the day's volume. And the first 978 account names for a total of 90% of the total volume.

In May this scenario was 1048 names.

For 3e times in 4 months, the top 4 symbols that were traded are SPY, AAPL, IWM, and QQQQ respectively.
The remaining 17 securities account for the remaining 597% of all dollars traded.

This figure was 18 titles in May.

The bottom 12 names traded in our universe accounted for less than 112% of total daily trading volume

Supporting data:
Liquidity June 2010_0.jpg
h/t Walek and Associates

source: ZeroHedge


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