13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001512805
申报总市值
US$20.4亿
US$20.4亿
161 檔
34.5%
Q4 2024 季度申报显示，Westchester Capital Management, LLC 披露的美股组合总市值为 US$20.4亿，涵盖 161 个不同之权益投资仓位。
在 Q4 2024，Westchester Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 66 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Westchester Capital Management, LLC 的前 5 大核心持股（包含 HES, 0C3, KEL 等）合计占整体申报市值的 34.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HES | Hess CORP | 股票-其他 | 11.71% | — | -6.48% | |
| 2 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 8.79% | — | -12.04% | |
| 3 | KEL | Kellanova | 股票-其他 | 7.05% | — | +19.86% | |
| 4 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 5.98% | — | +0.54% | |
| 5 | APY1EUR | Championx CORP | 股票-其他 | 4.79% | — | +14.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.14% | -4.42% | EXIT | |
| 7 | USX1 | United States Steel CORP | 股票-其他 | 3.93% | — | -11.29% | |
| 8 | HTLFEUR | Heartland Financial USA Inc | 股票-其他 | 3.36% | — | +72.74% | |
| 9 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 2.81% | — | +106.19% | |
| 10 | JNP | Juniper Networks Inc | 股票-其他 | 2.61% | — | +7.17% | |
| 11 | BERYEUR | Berry Global Group Inc | 股票-其他 | 2.45% | — | +766.53% | |
| 12 | 7SU | Summit Materials Inc -cl A | 股票-其他 | 2.24% | — | — | |
| 13 | ARES | Ares Management Corporation | 股票-金融 | 1.85% | — | — | |
| 14 | FYBR | Frontier Communications Pare | 股票-其他 | 1.64% | — | +1945.34% | |
| 15 | PTVEUSD | Pactiv Evergreen Inc | 股票-其他 | 1.64% | — | — | |
| 16 | ARCH1USD | Arch Resources Inc | 股票-其他 | 1.54% | — | +17564.25% | |
| 17 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.48% | +0.31% | NEW | |
| 18 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 1.41% | +0.10% | +43.74% | |
| 19 | DFSEUR | Discover Financial Services | 股票-其他 | 1.38% | — | +30.39% | |
| 20 | G2C | Everi Holdings Inc | 股票-其他 | 1.31% | — | +41.10% | |
| 21 | ✓ | Arcadium Lithium PLC | 股票-其他 | 1.25% | — | — | |
| 22 | ALTREUR | Altair Engineering Inc - A | 股票-其他 | 1.25% | — | — | |
| 23 | YCY-UN | AA Mission Acquisition Corp. II | 股票-其他 | 1.20% | — | +776.00% | |
| 24 | TTGT 0 12-15-26债券 | Techtarget Inc/old | 债券 | 1.13% | — | — | |
| 25 | INFN 3.75 08-01-28债券 | Infinera CORP | 债券 | 1.06% | — | — | |
| 26 | AMED | Amedisys Inc | 股票-其他 | 0.94% | — | -83.03% | |
| 27 | NBR | Nabors Industries Ltd. | 股票-其他 | 0.84% | — | — | |
| 28 | ZUOUSD | Zuora Inc - Class A | 股票-其他 | 0.76% | — | — | |
| 29 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.68% | — | — | |
| 30 | ✓ | 股票-其他 | 0.66% | — | — | ||
| 31 | ✓ | Haymaker Acquisition CORP Iv | 股票-其他 | 0.66% | -1.01% | EXIT | |
| 32 | SD2 | Sandy Spring Bancorp Inc | 股票-其他 | 0.62% | — | — | |
| 33 | ✓ | Gsr Iii Acquisition CORP | 股票-其他 | 0.59% | — | — | |
| 34 | ✓ | Vine Hill Cap Invt CORP. | 股票-其他 | 0.58% | -0.06% | EXIT | |
| 35 | ✓ | Null | 股票-其他 | 0.56% | — | — | |
| 36 | ✓ | 股票-其他 | 0.52% | -0.19% | EXIT | ||
| 37 | GPATU | GP-Act III Acquisition Corp. | 股票-其他 | 0.50% | -0.42% | EXIT | |
| 38 | FBMSUSD | First Bancshares Inc/ms | 股票-其他 | 0.49% | — | — | |
| 39 | BALL | Ball CORP | 股票-周期性消费 | 0.49% | — | -36.98% | |
| 40 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.44% | — | -2.56% | |
| 41 | ✓ | 股票-其他 | 0.44% | — | — | ||
| 42 | ✓ | Aldel Finl Ii Inc | 股票-其他 | 0.42% | — | — | |
| 43 | ✓ | Moneylion Inc | 股票-其他 | 0.41% | — | — | |
| 44 | VOYG | Voyager Technologies, Inc. | 股票-其他 | 0.41% | -0.47% | EXIT | |
| 45 | ✓ | 股票-其他 | 0.39% | +0.04% | — | ||
| 46 | ✓ | Hcm Ii Acquisition CORP | 股票-其他 | 0.37% | — | — | |
| 47 | SIMA | SIM Acquisition Corp. I | 股票-其他 | 0.35% | -0.37% | EXIT | |
| 48 | SSBUSD | Southstate Bank CORP | 股票-其他 | 0.31% | — | — | |
| 49 | PAX | Patria Investments Limited | 股票-其他 | 0.28% | — | — | |
| 50 | ✓ | 股票-其他 | 0.27% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KEL | Kellanova | +2.5% | +19.86% | 加仓 |
| 2 | 7SU | Summit Materials Inc -cl A | +2.2% | NEW | 新建仓 |
| 3 | BERYEUR | Berry Global Group Inc | +2.2% | +766.53% | 加仓 |
| 4 | HTLFEUR | Heartland Financial USA Inc | +2% | +72.74% | 加仓 |
| 5 | SMARGBP | Smartsheet Inc-class A | +1.8% | +106.19% | 加仓 |
| 6 | HES | Hess CORP | +1.7% | -6.48% | 减仓 |
| 7 | PTVEUSD | Pactiv Evergreen Inc | +1.6% | NEW | 新建仓 |
| 8 | 0C3 | Endeavor Group Hold-class A | +1.6% | -12.04% | 减仓 |
| 9 | FYBR | Frontier Communications Pare | +1.6% | +1945.34% | 加仓 |
| 10 | ARCH1USD | Arch Resources Inc | +1.5% | +17564.25% | 加仓 |
| 11 | CMCSA | Comcast Corp-class A | +1.5% | NEW | 新建仓 |
| 12 | HCP2EUR | Hashicorp Inc-cl A | +1.4% | +0.54% | 加仓 |
| 13 | ✓ | Arcadium Lithium PLC | +1.3% | NEW | 新建仓 |
| 14 | ALTREUR | Altair Engineering Inc - A | +1.3% | NEW | 新建仓 |
| 15 | APY1EUR | Championx CORP | +1.2% | +14.67% | 加仓 |
| 16 | YCY-UN | AA Mission Acquisition Corp. II | +1.1% | +776.00% | 加仓 |
| 17 | INFN 3.75 08-01-28债券 | Infinera CORP | +1.1% | NEW | 新建仓 |
| 18 | ZUOUSD | Zuora Inc - Class A | +0.8% | NEW | 新建仓 |
| 19 | DFSEUR | Discover Financial Services | +0.7% | +30.39% | 加仓 |
| 20 | IPG | Interpublic Group Of Cos Inc | +0.7% | NEW | 新建仓 |
| 21 | ✓ | +0.7% | NEW | 新建仓 | |
| 22 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.7% | +43.74% | 加仓 |
| 23 | SD2 | Sandy Spring Bancorp Inc | +0.6% | NEW | 新建仓 |
| 24 | JNP | Juniper Networks Inc | +0.6% | +7.17% | 加仓 |
| 25 | G2C | Everi Holdings Inc | +0.6% | +41.10% | 加仓 |
| 26 | ✓ | Gsr Iii Acquisition CORP | +0.6% | NEW | 新建仓 |
| 27 | ✓ | Vine Hill Cap Invt CORP. | +0.6% | NEW | 新建仓 |
| 28 | ✓ | Null | +0.6% | NEW | 新建仓 |
| 29 | ✓ | +0.5% | NEW | 新建仓 | |
| 30 | ✓ | +0.4% | NEW | 新建仓 | |
| 31 | ✓ | Aldel Finl Ii Inc | +0.4% | NEW | 新建仓 |
| 32 | ARES | Ares Management Corporation | +0.4% | — | 不变 |
| 33 | ✓ | Moneylion Inc | +0.4% | NEW | 新建仓 |
| 34 | VOYG | Voyager Technologies, Inc. | +0.4% | NEW | 新建仓 |
| 35 | ✓ | +0.4% | NEW | 新建仓 | |
| 36 | ✓ | Hcm Ii Acquisition CORP | +0.4% | NEW | 新建仓 |
| 37 | USX1 | United States Steel CORP | +0.3% | -11.29% | 减仓 |
| 38 | SSBUSD | Southstate Bank CORP | +0.3% | NEW | 新建仓 |
| 39 | ✓ | +0.3% | NEW | 新建仓 | |
| 40 | AMCR | Amcor plc | +0.3% | NEW | 新建仓 |
| 41 | ✓ | Aldel Finl Ii Inc | +0.3% | NEW | 新建仓 |
| 42 | SIMA | SIM Acquisition Corp. I | +0.3% | +225.00% | 加仓 |
| 43 | GPATU | GP-Act III Acquisition Corp. | +0.3% | +65.45% | 加仓 |
| 44 | TTGT 0 12-15-26债券 | Techtarget Inc/old | +0.3% | — | 不变 |
| 45 | ✓ | +0.2% | NEW | 新建仓 | |
| 46 | ✓ | Fact Ii Acquisition CORP | +0.2% | NEW | 新建仓 |
| 47 | ✓ | +0.2% | NEW | 新建仓 | |
| 48 | ✓ | Tavia Acquisition Corp Unit 99/99/9999 | +0.2% | NEW | 新建仓 |
| 49 | ✓ | +0.2% | NEW | 新建仓 | |
| 50 | ✓ | +0.2% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Westchester Capital Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$20.4亿，共申报了 161 个公开持股仓位。
在 Q4 2024 季度，Westchester Capital Management, LLC 按市值排列的前三大核心持股分别为：HES (11.7%)、0C3 (8.8%)、KEL (7.0%)。其中最大持股仓位 HES 占据整体投资组合约 11.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
7SU
市值: US$4126.3万
本季最大获利了结 / 清仓标的
SWN1EUR
前期市值: US$1.2亿
在 Q4 2024 季度中，Westchester Capital Management, LLC 共进行了 153 项持仓异动，包含新建仓 48 个仓位、加仓 16 个仓位、减仓 23 个仓位以及清仓 66 个仓位。 其中最大新建仓标的为 7SU。 本季清仓仓位包含 SWN1EUR。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。