Weiss Asset Management LP

Q1 2023 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2023
Date filed
5/10/2023
Form type
13F-HR
Num holdings
330
Total value ($000)
$1,562,565
Net value change ($000)
-878,270 (-36.0%)
New positions
132
Sold out positions
328
Turnover %
186.7%
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 Q4 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)
LIN 34,737 NEW
SPY 26,582 458.9%
AES 21,137 NEW
NEE 20,265 150.2%
SHW 16,681 NEW
APD 13,862 NEW
PG 11,238 NEW
IYR 10,342 NEW
AXTA 10,299 NEW
APTV 9,191 NEW
Top Reduces (Value $000, Stocks/ETFs)
NEE -37,958 -100.0%
ARES ACQUISITION CORPORATION -35,973 -100.0%
FTAC Hera Acquisition Corp. -33,871 -100.0%
Far Peak Acquisition Corp -30,968 -100.0%
SVF Investment Corp. -25,670 -100.0%
BETR -24,540 -100.0%
BTX -20,708 -100.0%
Red Rock Acquisition Corp. -19,244 -65.6%
Screaming Eagle Acquisition Corp. -18,796 -99.8%
PSLV -18,760 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 289,290 (18.5% 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