WESTCHESTER CAPITAL Overview
Westchester Capital Management Inc. is an investment advisor that manages 276 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 359MM in positions, representing 130% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 359MM in positions, representing 130% of the manager's regulatory AUM.
WESTCHESTER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WESTCHESTER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.09% | Tech | 6.16% | -0.52% | 0 | 39% | ||
| MSFT | 6.85% | Tech | 19.44% | 0.49% | 0 | 45% | ||
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FEATURED IN
WESTCHESTER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John W. Rogers | President/Ceo | October-1986 |
| Cindy L. Christensen | Exec Vp/Coo,Chief Compliance Officer | January-2004 |
| James A. Rogers | Vice President Of Marketing | December-2012 |
WESTCHESTER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WESTCHESTER CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Westchester Capital Management, Inc. primarily uses fundamental analysis when formulating investment advice. Fundamental analysis is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of companies). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of determining what sort of position to take with that security (underpriced = buy, overpriced = sell or short). This method of security analysis is considered to be the opposite of technical analysi...
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Methods of Analysis
Westchester Capital Management, Inc. primarily uses fundamental analysis when formulating investment advice. Fundamental analysis is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of companies). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of determining what sort of position to take with that security (underpriced = buy, overpriced = sell or short). This method of security analysis is considered to be the opposite of technical analysi...
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WESTCHESTER CAPITAL Portfolio Concentration
WESTCHESTER CAPITAL Location
801 NORTH 96TH ST
OMAHA, Nebraska
UNITED STATES, 68114-2538
OMAHA, Nebraska
UNITED STATES, 68114-2538
WESTCHESTER CAPITAL Contact Information
Phone Number: 402-392-2418
Fax Number: 402-392-2166
Website: http://www.westchestercapital.com
Fax Number: 402-392-2166
Website: http://www.westchestercapital.com
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