Vault-13

POST HOLDINGS PARTNERING COR

COM SER A · CUSIP 737465104

67 institutional holders +1 vs Q4 2022
25,150,90925.2m shares reported held*
$254.5mreported value*
8 new 11 added 6 reduced 5 sold out net bought ≈ $37.1m (+3.7m 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 ≈ $10.12. Options: 1 managers hold calls ($16.1k notional), 0 hold puts (—).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 60Q4 22: 66Q1 23: 6767Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202260
Q4 202266
Q1 202367

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 22: 18 bought or addedQ4 22: 15 cut or sold outQ4 22Q1 23: 19 bought or addedQ1 23: 11 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221815
Q1 20231911

Calls vs puts

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

CallsPuts
$0$5k$10k$15k$20kQ3 22 calls: $14.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $9.9kQ4 22 puts: $0Q4 22P/C 0.00Q1 23 calls: $16.1kQ1 23 puts: $0Q1 23P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$14.0k$00.00
Q4 2022$9.9k$00.00
Q1 2023$16.1k$00.00

Biggest buyers

Mizuho Markets Cayman LP New +1,400,000+1.4m
MIZUHO MARKETS AMERICAS LLC Added +1,310,000+1.3m
HSBC HOLDINGS PLC New +426,309+426.3k
Periscope Capital Inc. Added +410,303+410.3k
First Trust Capital Management L.P. New +383,211+383.2k
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) New +231,686+231.7k
Karpus Management, Inc. New +105,675+105.7k
JANUS HENDERSON GROUP PLC Added +84,910+84.9k
TWO SIGMA INVESTMENTS, LP Added +66,836+66.8k
ARISTEIA CAPITAL, L.L.C. Added +55,597+55.6k

Biggest sellers

ANGELO GORDON & CO., L.P. Sold out -426,310-426.3k
GABELLI FUNDS LLC Reduced -318,000-318.0k
Gillson Capital LP Sold out -131,178-131.2k
MILLENNIUM MANAGEMENT LLC Reduced -69,299-69.3k
CORBYN INVESTMENT MANAGEMENT INC/MD Sold out -17,868-17.9k
Schonfeld Strategic Advisors LLC Reduced -13,700-13.7k
UBS Group AG Sold out -3,276-3.3k
Elequin Capital, LP Reduced -1,700-1.7k
Crestline Management, L.P. Reduced -952-952
JANE STREET GROUP, LLC Reduced -367-367

Biggest calls

J. Goldman & Co LP Unchanged $16.1k119.4k 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Governors Lane LP 3.19% of their portfolio NEW YORK, NY 2,129,5432.1m $21.6m $21.6m 3.19% Unchanged
2 ARISTEIA CAPITAL, L.L.C. 0.45% of their portfolio GREENWICH, CT 1,791,0371.8m $18.1m $18.1m 0.45% Added +55.6k +55,597
3 Mizuho Markets Cayman LP 0.61% of their portfolio NEW YORK, NY 1,400,0001.4m $14.2m $14.2m 0.61% New
4 MIZUHO MARKETS AMERICAS LLC 0.61% of their portfolio NEW YORK, NY 1,400,0001.4m $14.2m $14.2m 0.61% Added +1.3m +1,310,000
5 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 1,371,7461.4m $13.9m $13.9m 0.03% Unchanged
6 Periscope Capital Inc. 0.62% of their portfolio Toronto, A6 1,336,0031.3m $13.5m $13.5m 0.62% Added +410.3k +410,303
7 Empyrean Capital Partners, LP 0.51% of their portfolio LOS ANGELES, CA 1,250,0001.2m $12.7m $12.7m 0.51% Unchanged
8 GABELLI FUNDS LLC 0.09% of their portfolio Rye, NY 1,174,4001.2m $11.9m $11.9m 0.09% Reduced -318.0k -318,000
9 FARALLON CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio SAN FRANCISCO, CA 848,184848.2k $8.6m $8.6m 0.05% Unchanged
10 Westchester Capital Management, LLC 0.25% of their portfolio VALHALLA, NY 780,129780.1k $7.9m $7.9m 0.25% Unchanged
11 Shaolin Capital Management LLC 0.21% of their portfolio Miami, FL 703,498703.5k $7.1m $7.1m 0.21% Unchanged
12 Atlas Merchant Capital LLC 1.06% of their portfolio New York, NY 600,000600.0k $6.1m $6.1m 1.06% Unchanged
13 DIFESA CAPITAL MANAGEMENT, LP 4.80% of their portfolio New York, NY 502,439502.4k $5.1m $5.1m 4.80% Unchanged
14 Weiss Asset Management LP 0.40% of their portfolio BOSTON, MA 500,000500.0k $5.1m $5.1m 0.40% Unchanged
15 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio TORONTO, A6 499,998500.0k $5.1m $5.1m 0.03% Unchanged
16 GABELLI & Co INVESTMENT ADVISERS, INC. 0.90% of their portfolio Rye, NY 463,600463.6k $4.7m $4.7m 0.90% Unchanged
17 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 441,485441.5k $4.5m $4.5m 0.01% Reduced -69.3k -69,299
18 AQR Arbitrage LLC 0.13% of their portfolio Greenwich, CT 429,210429.2k $4.3m $4.3m 0.13% Unchanged
19 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 426,309426.3k $4.3m $4.3m 0.01% New
20 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 426,132426.1k $4.3m $4.3m 0.01% Reduced -367 -367
21 First Trust Capital Management L.P. 0.17% of their portfolio CHICAGO, IL 383,211383.2k $3.9m $3.9m 0.17% New
22 P SCHOENFELD ASSET MANAGEMENT LP 0.40% of their portfolio NEW YORK, NY 377,193377.2k $3.8m $3.8m 0.40% Unchanged
23 Silver Rock Financial LP 2.95% of their portfolio Los Angeles, CA 363,802363.8k $3.7m $3.7m 2.95% Unchanged
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 360,000360.0k $3.6m $3.6m 0.00% Unchanged
25 J. Goldman & Co LP 0.21% of their portfolio NEW YORK, NY 358,323358.3k $3.6m $3.6m 0.21% Unchanged
26 Sandia Investment Management LP 0.66% of their portfolio BOSTON, MA 354,680354.7k $3.6m $3.6m 0.66% Unchanged
27 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 307,036307.0k $3.1m $3.1m 0.00% Unchanged
28 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 300,000300.0k $3.0m $3.0m 0.01% Unchanged
29 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 288,105288.1k $2.9m $2.9m 0.00% Added +84.9k +84,910
30 Teton Advisors, Inc. 0.77% of their portfolio Rye, NY 285,000285.0k $2.9m $2.9m 0.77% Unchanged
31 Saba Capital Management, L.P. 0.06% of their portfolio NEW YORK, NY 250,000250.0k $2.5m $2.5m 0.06% Unchanged
32 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% of their portfolio CHICAGO, IL 231,686231.7k $2.3m $2.3m 0.06% New
33 Terrapin Asset Management, LLC 3.06% of their portfolio Miami, FL 225,836225.8k $2.3m $2.3m 3.06% Unchanged
34 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 225,000225.0k $2.3m $2.3m 0.02% Unchanged
35 Bulldog Investors, LLP 0.66% of their portfolio SADDLE BROOK, NJ 201,599201.6k $2.0m $2.0m 0.66% Unchanged
36 Aequim Alternative Investments LP 0.06% of their portfolio MILL VALLEY, CA 200,000200.0k $2.0m $2.0m 0.06% Unchanged
37 FIR TREE CAPITAL MANAGEMENT LP 0.13% of their portfolio New York, NY 163,042163.0k $1.6m $1.6m 0.13% Unchanged
38 BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio NEW YORK, NY 150,126150.1k $1.5m $1.5m 0.04% Unchanged
39 Radcliffe Capital Management, L.P. 0.08% of their portfolio BALA CYNWYD, PA 123,514123.5k $1.2m $1.2m 0.08% Unchanged
40 Karpus Management, Inc. 0.03% of their portfolio Pittsford, NY 105,675105.7k $1.1m $1.1m 0.03% New
41 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 100,897100.9k $1.0m $1.0m 0.01% Added +50.0k +50,000
42 TENOR CAPITAL MANAGEMENT Co., L.P. 0.02% of their portfolio NEW YORK, NY 99,09799.1k $1.0m $1.0m 0.02% Unchanged
43 Crestline Management, L.P. 0.12% of their portfolio FORT WORTH, TX 97,09897.1k $982.6k $982.6k 0.12% Reduced -952 -952
44 CANTOR FITZGERALD, L. P. 0.02% of their portfolio NEW YORK, NY 94,90094.9k $960.4k $960.4k 0.02% Unchanged
45 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 92,08192.1k $931.9k $931.9k 0.00% Unchanged
46 Segantii Capital Management Ltd 0.04% of their portfolio HONG KONG, K3 90,00090.0k $910.8k $910.8k 0.04% Unchanged
47 DARK FOREST CAPITAL MANAGEMENT LP 0.21% of their portfolio NEW YORK, NY 85,79685.8k $868.3k $868.3k 0.21% Unchanged
48 Exos TFP Holdings LLC 0.21% of their portfolio NEW YORK, NY 81,26681.3k $822.4k $822.4k 0.21% Added +37.9k +37,895
49 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 80,00080.0k $809.6k $809.6k 0.01% Unchanged
50 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 80,00080.0k $809.6k $809.6k 0.00% Added +66.8k +66,836
51 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.03% of their portfolio WEST PALM BEACH, FL 60,65760.7k $613.8k $613.8k 0.03% Unchanged
52 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 60,00060.0k $608.0k $608.0k 0.01% Added +34.9k +34,939
53 CVI Holdings, LLC 0.20% of their portfolio WILMINGTON, DE 53,57553.6k $542.2k $542.2k 0.20% Unchanged
54 WHITEBOX ADVISORS LLC 0.02% of their portfolio MINNEAPOLIS, MN 50,00050.0k $506.0k $506.0k 0.02% Unchanged
55 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 44,90044.9k $454.4k $454.4k 0.01% Unchanged
56 Meteora Capital, LLC 0.05% of their portfolio Boca Raton, FL 43,76243.8k $442.9k $442.9k 0.05% Unchanged
57 ROBINSON CAPITAL MANAGEMENT, LLC 0.20% of their portfolio GROSSE POINTE FARMS, MI 42,00042.0k $425.5k $425.5k 0.20% Added +4.9k +4,939
58 CAAS CAPITAL MANAGEMENT LP 0.13% of their portfolio NEW YORK, NY 38,38938.4k $388.5k $388.5k 0.13% Added +10.0k +10,000
59 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 24,56524.6k $248.0k $248.0k 0.00% Added +200 +200
60 Elequin Capital, LP 0.16% of their portfolio NEW YORK, NY 22,70222.7k $229.7k $229.7k 0.16% Reduced -1.7k -1,700
61 BlackRock Inc. 0.00% of their portfolio New York, NY 21,82721.8k $220.9k $220.9k 0.00% Unchanged
62 Flow State Investments, L.P. 0.17% of their portfolio CHICAGO, IL 20,00020.0k $202.4k $202.4k 0.17% New
63 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 16,52216.5k $167.2k $167.2k 0.00% Reduced -13.7k -13,700
64 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 14,01114.0k $142.0k $142.0k 0.00% New
65 CLEAR STREET LLC 0.01% of their portfolio NEW YORK, NY 5,0005.0k $50.6k $50.6k 0.01% New
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,3234.3k $43.7k $43.7k 0.00% Unchanged
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged