Weiss Asset Management LP

Q4 2022 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2022
Date filed
2/14/2023
Form type
13F-HR
Num holdings
534
Total value ($000)
$2,440,835
Net value change ($000)
-1,621,393 (-39.9%)
New positions
155
Sold out positions
291
Turnover %
106.7%
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 Q3 2022
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)
QQQ 25,257 672.1%
PSLV 18,760 NEW
ACI 18,094 NEW
BTX 17,186 488.0%
ARES ACQUISITION CORPORATION 16,880 88.4%
NEE 13,496 NEW
PHYS 13,387 NEW
ECAT 8,388 NEW
TBPH 8,053 10.7%
Pontem Corp 7,551 58.3%
Top Reduces (Value $000, Stocks/ETFs)
PCG -122,371 -100.0%
EXE -74,510 -100.0%
SOUTH JERSEY INDUSTRIES INC -52,955 -75.0%
Change Healthcare Inc. -50,224 -100.0%
Revolution Healthcare Acquisition Corp. -49,420 -100.0%
LIN -38,039 -100.0%
Vy Global Growth -37,958 -100.0%
Biohaven Pharmaceutical Holding Co Ltd. -37,427 -100.0%
HEALTH ASSURN ACQUISITION CO -33,627 -100.0%
Broadscale Acquisition Corp. -25,716 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 355,914 (14.6% 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