Vault-13

POST HOLDINGS PARTNERING COR

COM SER A · CUSIP 737465104

66 institutional holders +6 vs Q3 2022
22,157,08422.2m shares reported held*
$220.0mreported value*
8 new 10 added 10 reduced 5 sold out net sold ≈ $10.7m (-1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.93. Options: 1 managers hold calls ($9.9k notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 60Q4 22: 6666Q3 22Q4 22
Numbers
QuarterHolders
Q3 202260
Q4 202266

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15kQ3 22 calls: $14.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $9.9kQ4 22 puts: $0Q4 22P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$14.0k$00.00
Q4 2022$9.9k$00.00

Biggest buyers

JANE STREET GROUP, LLC New +426,499+426.5k
Teton Advisors, Inc. New +285,000+285.0k
Bulldog Investors, LLP Added +157,899+157.9k
CANTOR FITZGERALD, L. P. New +94,900+94.9k
DARK FOREST CAPITAL MANAGEMENT LP Added +43,663+43.7k
Exos TFP Holdings LLC New +43,371+43.4k
ROBINSON CAPITAL MANAGEMENT, LLC Added +25,061+25.1k
Tidal Investments LLC New +25,061+25.1k
Elequin Capital, LP New +24,402+24.4k
Schonfeld Strategic Advisors LLC Added +14,700+14.7k

Biggest sellers

MIZUHO MARKETS AMERICAS LLC Reduced -1,310,000-1.3m
Periscope Capital Inc. Reduced -272,574-272.6k
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) Sold out -233,953-234.0k
JANUS HENDERSON GROUP PLC Reduced -203,195-203.2k
GAMCO INVESTORS, INC. ET AL Reduced -71,899-71.9k
Virtu Financial LLC Sold out -48,804-48.8k
OBSIDIAN CIO, LLC Sold out -45,795-45.8k
HIGHBRIDGE CAPITAL MANAGEMENT LLC Sold out -24,330-24.3k
Crestline Management, L.P. Reduced -20,269-20.3k
FIR TREE CAPITAL MANAGEMENT LP Reduced -12,347-12.3k

Biggest calls

J. Goldman & Co LP Unchanged $9.9k119.4k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Governors Lane LP 2.31% of their portfolio NEW YORK, NY 2,129,5432.1m $21.1m $21.1m 2.31% Unchanged
2 ARISTEIA CAPITAL, L.L.C. 0.35% of their portfolio GREENWICH, CT 1,735,4401.7m $17.2m $17.2m 0.35% Unchanged
3 GABELLI FUNDS LLC 0.12% of their portfolio Rye, NY 1,492,4001.5m $14.8m $14.8m 0.12% Reduced -4.0k -4,000
4 MARSHALL WACE, LLP 0.04% of their portfolio LONDON, X0 1,371,7461.4m $13.6m $13.6m 0.04% Unchanged
5 Empyrean Capital Partners, LP 0.46% of their portfolio LOS ANGELES, CA 1,250,0001.2m $12.4m $12.4m 0.46% Unchanged
6 Periscope Capital Inc. 0.40% of their portfolio Toronto, A6 925,700925.7k $9.2m $9.2m 0.40% Reduced -272.6k -272,574
7 FARALLON CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio SAN FRANCISCO, CA 848,184848.2k $8.4m $8.4m 0.05% Unchanged
8 Westchester Capital Management, LLC 0.22% of their portfolio VALHALLA, NY 780,129780.1k $7.7m $7.7m 0.22% Unchanged
9 Shaolin Capital Management LLC 0.21% of their portfolio Miami, FL 703,498703.5k $7.0m $7.0m 0.21% Unchanged
10 Atlas Merchant Capital LLC 1.00% of their portfolio New York, NY 600,000600.0k $6.0m $6.0m 1.00% First filing
11 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 510,784510.8k $5.1m $5.1m 0.01% Unchanged
12 DIFESA CAPITAL MANAGEMENT, LP 3.88% of their portfolio New York, NY 502,439502.4k $5.0m $5.0m 3.88% Unchanged
13 Weiss Asset Management LP 0.24% of their portfolio BOSTON, MA 500,000500.0k $5.0m $5.0m 0.24% Unchanged
14 Kepos Capital LP 0.71% of their portfolio NEW YORK, NY 500,000500.0k $5.0m $5.0m 0.71% Unchanged
15 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio TORONTO, A6 499,998500.0k $5.0m $5.0m 0.03% Unchanged
16 GABELLI & Co INVESTMENT ADVISERS, INC. 0.98% of their portfolio Rye, NY 463,600463.6k $4.6m $4.6m 0.98% Unchanged
17 AQR Arbitrage LLC 0.11% of their portfolio Greenwich, CT 429,210429.2k $4.3m $4.3m 0.11% Unchanged
18 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 426,499426.5k $4.2m $4.2m 0.01% New
19 ANGELO GORDON & CO., L.P. 0.82% of their portfolio NEW YORK, NY 426,310426.3k $4.2m $4.2m 0.82% Unchanged
20 P SCHOENFELD ASSET MANAGEMENT LP 0.44% of their portfolio NEW YORK, NY 377,193377.2k $3.7m $3.7m 0.44% Unchanged
21 Silver Rock Financial LP 1.14% of their portfolio Los Angeles, CA 363,802363.8k $3.6m $3.6m 1.14% Unchanged
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 360,000360.0k $3.6m $3.6m 0.00% Unchanged
23 J. Goldman & Co LP 0.25% of their portfolio NEW YORK, NY 358,323358.3k $3.6m $3.6m 0.25% Unchanged
24 Sandia Investment Management LP 0.62% of their portfolio BOSTON, MA 354,680354.7k $3.5m $3.5m 0.62% Unchanged
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 307,036307.0k $3.0m $3.0m 0.00% First filing
26 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 300,000300.0k $3.0m $3.0m 0.01% Unchanged
27 Teton Advisors, Inc. 0.73% of their portfolio Rye, NY 285,000285.0k $2.8m $2.8m 0.73% New
28 Saba Capital Management, L.P. 0.04% of their portfolio NEW YORK, NY 250,000250.0k $2.5m $2.5m 0.04% Unchanged
29 Terrapin Asset Management, LLC 2.30% of their portfolio Miami, FL 225,836225.8k $2.2m $2.2m 2.30% First filing
30 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 225,000225.0k $2.2m $2.2m 0.02% Unchanged
31 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 203,195203.2k $2.0m $2.0m 0.00% Reduced -203.2k -203,195
32 Bulldog Investors, LLP 0.60% of their portfolio SADDLE BROOK, NJ 201,599201.6k $2.0m $2.0m 0.60% Added +157.9k +157,899
33 Aequim Alternative Investments LP 0.05% of their portfolio MILL VALLEY, CA 200,000200.0k $2.0m $2.0m 0.05% Unchanged
34 Taconic Capital Advisors LP 0.06% of their portfolio NEW YORK, NY 174,998175.0k $1.7m $1.7m 0.06% Unchanged
35 FIR TREE CAPITAL MANAGEMENT LP 0.08% of their portfolio New York, NY 163,042163.0k $1.6m $1.6m 0.08% Reduced -12.3k -12,347
36 BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 150,126150.1k $1.5m $1.5m 0.05% Unchanged
37 Gillson Capital LP 0.10% of their portfolio CHICAGO, IL 131,178131.2k $1.3m $1.3m 0.10% Unchanged
38 Radcliffe Capital Management, L.P. 0.04% of their portfolio BALA CYNWYD, PA 123,514123.5k $1.2m $1.2m 0.04% Unchanged
39 TENOR CAPITAL MANAGEMENT Co., L.P. 0.02% of their portfolio NEW YORK, NY 99,09799.1k $984.0k $984.0k 0.02% Unchanged
40 Crestline Management, L.P. 0.14% of their portfolio FORT WORTH, TX 98,05098.0k $973.6k $973.6k 0.14% Reduced -20.3k -20,269
41 CANTOR FITZGERALD, L. P. 0.02% of their portfolio NEW YORK, NY 94,90094.9k $942.0k $942.0k 0.02% New
42 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 92,08192.1k $914.4k $914.4k 0.00% Unchanged
43 Segantii Capital Management Ltd 0.03% of their portfolio HONG KONG, K3 90,00090.0k $893.7k $893.7k 0.03% Unchanged
44 MIZUHO MARKETS AMERICAS LLC 0.06% of their portfolio NEW YORK, NY 90,00090.0k $893.7k $893.7k 0.06% Reduced -1.3m -1,310,000
45 DARK FOREST CAPITAL MANAGEMENT LP 0.21% of their portfolio NEW YORK, NY 85,79685.8k $852.0k $852.0k 0.21% Added +43.7k +43,663
46 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 80,00080.0k $794.4k $794.4k 0.01% Reduced -71.9k -71,899
47 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.03% of their portfolio WEST PALM BEACH, FL 60,65760.7k $602.3k $602.3k 0.03% Added +10.2k +10,235
48 CVI Holdings, LLC 0.07% of their portfolio WILMINGTON, DE 53,57553.6k $532.0k $532.0k 0.07% Added +300 +300
49 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio HARRISBURG, PA 50,89750.9k $505.0k $505.0k 0.00% Added +897 +897
50 WHITEBOX ADVISORS LLC 0.02% of their portfolio MINNEAPOLIS, MN 50,00050.0k $496.5k $496.5k 0.02% Unchanged
51 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 44,90044.9k $446.0k $446.0k 0.01% Unchanged
52 Meteora Capital, LLC 0.09% of their portfolio Boca Raton, FL 43,76243.8k $434.6k $434.6k 0.09% Added +9.8k +9,826
53 Exos TFP Holdings LLC 0.12% of their portfolio NEW YORK, NY 43,37143.4k $430.7k $430.7k 0.12% New
54 ROBINSON CAPITAL MANAGEMENT, LLC 0.19% of their portfolio GROSSE POINTE FARMS, MI 37,06137.1k $370.2k $370.2k 0.19% Added +25.1k +25,061
55 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 30,22230.2k $300.1k $300.1k 0.00% Added +14.7k +14,700
56 CAAS CAPITAL MANAGEMENT LP 0.05% of their portfolio NEW YORK, NY 28,38928.4k $281.9k $281.9k 0.05% Unchanged
57 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 25,06125.1k $249.0k $249.0k 0.01% New
58 Elequin Capital, LP 0.07% of their portfolio NEW YORK, NY 24,40224.4k $242.3k $242.3k 0.07% New
59 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 24,36524.4k $241.0k $241.0k 0.00% Reduced -200 -200
60 BlackRock Inc. 0.00% of their portfolio New York, NY 21,82721.8k $216.7k $216.7k 0.00% Added +14.2k +14,234
61 CORBYN INVESTMENT MANAGEMENT INC/MD 0.07% of their portfolio Lutherville, MD 17,86817.9k $177.4k $177.4k 0.07% Reduced -11.7k -11,704
62 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 13,16413.2k $130.7k $130.7k 0.00% New
63 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,3234.3k $42.9k $42.9k 0.00% New
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2763.3k $32.5k $32.5k 0.00% Added +2.1k +2,127
65 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3838 $0 $0 0.00% Reduced -10 -10
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged