Weiss Asset Management LP

Q1 2022 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2022
Date filed
5/13/2022
Form type
13F-HR
Num holdings
792
Total value ($000)
$4,817,136
Net value change ($000)
+149,453 (3.2%)
New positions
306
Sold out positions
208
Turnover %
62.3%
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 2021
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)
AVGO 103,626 399.5%
SOUTH JERSEY INDUSTRIES INC 68,344 NEW
NEE 53,454 NEW
NEE 40,296 104.3%
PCG 36,873 41.2%
CHRD 23,767 NEW
Screaming Eagle Acquisition Corp. 23,348 NEW
TBPH 22,993 80.0%
DHR 22,084 NEW
Far Peak Acquisition Corp 21,100 325.7%
Top Reduces (Value $000, Stocks/ETFs)
IHS Markit Ltd. -44,597 -100.0%
FRGE -29,717 -100.0%
Spartan Acquisition Corp. III -25,508 -100.0%
D -25,160 -100.0%
NRGV -23,470 -100.0%
FirstMark Horizon Acquisition Corp. -22,609 -100.0%
TREBIA ACQUISITION CORP -22,350 -100.0%
SONDQ -22,258 -100.0%
Fast Radius, Inc. -22,145 -100.0%
XLNX -21,768 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 372,567 (7.7% 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