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Concentrated Merger Arbitrage Funds – Q4 2023 Update

  • February 20, 2024

For the first time last quarter, we published an article that included a list of new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. There are currently 82 active arbitrage situations in the U.S. ranging from highly risks deals like the acquisition of Spirit Airlines (SAVE) by JetBlue (JBLU) that is trading at a spread (potential profit) of 364% to the merger of Six Flags (SIX) and Cedar Fair (FUN), which is trading at a negative spread.

The concentrated funds I like to track prefer to pick and choose among those situations and tend to concentrate more than 50% of their portfolio in their top 10 positions. To reiterate what we wrote about 13F filings in our last article:

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