There is insufficient data to calculate a profile for WESTCHESTER CAPITAL MANAGEMENT. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.

WESTCHESTER CAPITAL Overview

Westchester Capital Management is a hedge fund that manages 5.7 BN dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.

WESTCHESTER CAPITAL StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

WESTCHESTER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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WESTCHESTER CAPITAL Founders and Key Employees

Name Title In Position Since
Bruce J. Rubin Chief Compliance Officer And Chief Operating Officer September-2010
Roy D. Behren Elected Manager, Co-President And Treasurer September-2010
Michael T. Shannon Elected Manager And Co-President September-2010
Bruce J. Rubin Chief Compliance Officer And Chief Operating Officer September-2010
Roy D. Behren Elected Manager, Co-President And Treasurer September-2010
Michael T. Shannon Elected Manager And Co-President September-2010

WESTCHESTER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

WESTCHESTER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Funds may invest a substantial portion of their total assets in companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions. Although a variety of strategies may be employed depending upon the nature of the reorganizations selected for investment, the simplest form of merger-arbitrage activity involves purchasing the shares of an announced acquisition target at a discount to their expected value upon completion of the acquisition. The size of this discount, known as the arbitrage “spread,” may represent a Fund’s potential profit on such an investment.

The Funds may employ a variety of hedging strategies to protect against issuer-related risk or other r...
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WESTCHESTER CAPITAL Portfolio Concentration

WESTCHESTER CAPITAL Location


WESTCHESTER CAPITAL Contact Information

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