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WMSA

Weiss Multi-Strategy Advisers Portfolio holdings

AUM $4.16B
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
+1.51%
1 Year Est. Return
+30.77%
3 Year Est. Return
+78.91%
5 Year Est. Return
+263.81%
10 Year Est. Return
+424.97%
AUM
$2.37B
AUM Growth
-$153M
Cap. Flow
-$172M
Cap. Flow %
-7.27%
Top 10 Hldgs %
14.27%
Holding
746
New
211
Increased
117
Reduced
165
Closed
240

Sector Composition

Rank Sector Weight
1 Real Estate 16.64%
2 Industrials 9.86%
3 Consumer Discretionary 9.49%
4 Technology 7.68%
5 Energy 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KATE
726
DELISTED
Kate Spade & Company
KATE
-125,023
Closed -$2.9M
MJN
727
DELISTED
Mead Johnson Nutrition Company
MJN
-15,133
Closed -$1.35M
ESTE
728
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
-22,247
Closed -$284K
CSC
729
PUT
DELISTED
Computer Sciences
CSC
-25,000
Closed -$1.73M
GGP
730
DELISTED
GGP Inc.
GGP
-250,428
Closed -$5.8M
CRC
731
PUT
DELISTED
California Resources Corporation
CRC
-375,000
Closed -$5.64M
EGLE
732
DELISTED
Eagle Bulk Shipping Inc.
EGLE
-4,306
Closed -$172K
XL
733
DELISTED
XL Group Ltd.
XL
-10,478
Closed -$418K
IIP
734
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
-350,000
Closed -$1.3M
PEI
735
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
-7,987
Closed -$1.81M
WLL
736
CALL
DELISTED
Whiting Petroleum Corporation
WLL
-670
Closed -$1.9M
WLL
737
DELISTED
Whiting Petroleum Corporation
WLL
-1,550
Closed -$4.4M
WLL
738
PUT
DELISTED
Whiting Petroleum Corporation
WLL
-600
Closed -$1.7M
ORBC
739
DELISTED
ORBCOMM, Inc.
ORBC
-275,000
Closed -$2.63M
IMDZ
740
DELISTED
Immune Design Corp.
IMDZ
-50,000
Closed -$340K
REN
741
DELISTED
Resolute Energy Corporaton
REN
-177,632
Closed -$7.18M
BCR
742
DELISTED
CR Bard Inc.
BCR
-8,543
Closed -$2.12M
DOC
743
DELISTED
PHYSICIANS REALTY TRUST
DOC
-1,200,000
Closed -$23.8M
CIT
744
DELISTED
CIT Group Inc.
CIT
-9,470
Closed -$407K
WES
745
PUT
DELISTED
Western Gas Partners Lp
WES
-100,000
Closed -$6.04M
SWFT
746
DELISTED
Swift Transportation Company
SWFT
-416,733
Closed -$8.56M

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Weiss Multi-Strategy Advisers's Q2 2017 Portfolio in Review

As of Q2 2017, Weiss Multi-Strategy Advisers held 746 positions worth $2.37B, down 6.1% from $2.52B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Weiss Multi-Strategy Advisers withdrew a net $172M in Q2 2017, closing 240 positions and reducing 165 holdings. Its most notable exit was New York REIT, Inc., an estimated $38.8M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 17% of assets, down from 22% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Weiss Multi-Strategy Advisers opened a new position in Hudson Pacific Properties worth $47.8M.

  • Weiss Multi-Strategy Advisers's largest Q2 2017 buy was Hudson Pacific Properties: 199,673 shares worth $47.8M.
  • Weiss Multi-Strategy Advisers added most to Liberty Property Trust in Q2 2017, an estimated $31.8M increase.
  • Weiss Multi-Strategy Advisers's biggest Q2 2017 reduction was Veris Residential, cutting an estimated $24.8M.
  • Weiss Multi-Strategy Advisers fully exited New York REIT, Inc. in Q2 2017, selling an estimated $38.8M.
  • Weiss Multi-Strategy Advisers's ten largest holdings make up 14% of its $2.37B portfolio in Q2 2017.
  • Weiss Multi-Strategy Advisers opened 211 new positions and closed 240 in Q2 2017.
  • Weiss Multi-Strategy Advisers's portfolio value fell 6.1% quarter-over-quarter to $2.37B.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q2 2017, filed 14 Aug 2017.