Shortsellers take aim at manufacturing in June amid supply chain stress, Hazeltree data shows

Hedge funds increased short bets against manufacturing stocks in June as Strait of Hormuz tensions disrupted shipping, with vessel flows collapsing over 90% at peak disruption. Companies reliant on imported components—including Toyota, Canadian Solar, and Puma—are facing margin pressure from higher freight, insurance, and commodity costs.

This Wire brief tracks Toyota, and It sits within Fusion42's coverage of Supply Chain and Manufacturing Tech. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.