Arbitrage is the name of the game here…
Paulson & Co. added $1.8 billion of Budweiser (BUD), $1.4 billion of Rohm & Haas (ROH) and sold all of old Yahoo (YHOO).
Unlike most other funds reporting this week, Pauslon saw a 40% increase in holdings from $5 billion to $7 billion in value while the number of issue held stayed the same (22 to 23).
Disclosure (“none” means no position):
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3 replies on “Paulson & Co. Files 13F”
Todd,maybe you can explain this to me.
Where are disclosed these guys’ shorts?
Merrill acquisition is paid in stock, and I can not believe these guys are exposed to BOFA’s price fluctuations.
they do not have to disclose shorts..only put they own
Gracias