Macro Funds Flip To Equities?

The chatter today is that a number of large macro funds unwound significant long bond trades and stepped back into equities. These rumors have been alluded to on CNBC a number of times today. I cannot find any blogs or news sites that are reporting this story currently, but the rumor is out there, and is being held out as a possible catalyst for today's rally. If true, I suppose that this would be a significant development. Somebody was obviously buying a lot of stock today, as well as futures contracts yesterday after the close of trading in the cash equities market. If in fact large macro hedge funds such as Caxton or Tudor Investment (to name two) were indeed flipping their positions in a significant way today it would go a long way to explain the surge in stock prices. One would think, however, that such a large re-allocation would be done as surreptitiously as possible, so at this point I would be inclined to treat them as just rumors. Having said that, if Paul Tudor Jones just got really long stocks, I would find that to be useful information.