Weiss Asset Management LP

Q1 2021 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2021
Date filed
5/14/2021
Form type
13F-HR
Num holdings
534
Total value ($000)
$3,707,100
Net value change ($000)
+1,441,346 (63.6%)
New positions
351
Sold out positions
134
Turnover %
93.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SOUTH JERSEY INDUSTRIES INC 45,045 NEW
AUR 39,156 NEW
SUPERNOVA PARTNERS ACQUISITI 36,732 3339.3%
NEE 34,317 440.1%
DNA 31,987 NEW
ALXN 30,269 NEW
Northern Star Investment Corp. II 30,234 NEW
Revolution Healthcare Acquisition Corp. 30,150 NEW
JOBY 28,523 214.1%
Austerlitz Acquisition Corp II 28,421 NEW
Top Reduces (Value $000, Stocks/ETFs)
Social Capital Hedosophia Holdings Corp. VI -61,500 -100.0%
SOFI -43,540 -100.0%
JOBY -32,340 -100.0%
SA -27,534 -80.2%
Health Assurance Acquisition Corp. -27,495 -100.0%
LCID -26,862 -100.0%
SWK -23,746 -100.0%
Altus Power, Inc. -20,900 -100.0%
Macquarie Infrastructure Corp -17,670 -100.0%
GWH -16,236 -80.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 313,910 (8.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type