Hedge Fund and Insider Trading News: Daniel Loeb, Green Century Capital Management, Caxton Associates, Perceptive Advisors, Pelham Capital, Alta Fox Capital Management, Sculptor Capital Management, UGI Corp (UGI), VOXX International Co. (VOXX), and More

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Hasbro Activist Begins Proxy Fight, Urges Wizards Unit Spinoff (The Wall Street Journal)
Alta Fox Capital Management nominates five directors to company’s board, saying stock has been trailing broader market. A little-known activist investor is seeking to add several directors to Hasbro Inc.’s board and is urging the toy maker to make changes including a spinoff of its fast-growing unit housing games such as Dungeons & Dragons. Alta Fox Capital Management LLC, which has a 2.5% stake in Hasbro worth roughly $325 million, has nominated five directors to its board, according to a letter viewed by The Wall Street Journal that will be sent to the company’s shareholders.

Pelham Hedge Fund Suffers Its Worst Monthly Loss in 14 Years (Bloomberg)
Pelham Capital, one of Europe’s best-known stock pickers part owned by Petershill Partners Plc, has lost hundreds of millions of dollars in January, marking its worst monthly performance since its founding just over 14 years ago. The firm’s flagship Pelham Long/Short Fund plunged 18.5% in January, according to an investor letter seen by Bloomberg. That adds to an annual loss of almost 12% last year, the letter showed. The London-based firm managed about $5 billion in late 2020, with the vast majority in the main fund, according to another document.

Climate Impacts on Alternatives: North America (Preqin)
Climate change poses real and unpredictable risks for investors in real assets, but there are ways to mitigate them. There are also myriad opportunities for returns, from investments that attempt to decarbonize economies, to improving the efficiency of real assets in agriculture and the built environment. This research note examines the impacts of climate change on alternative asset classes and strategies in North America. It also includes a detailed assessment of which private capital asset classes are best positioned to benefit from increased spending, as outlined in the Infrastructure Investment and Jobs Act (IIJA).

How much engineers and researchers are getting paid at AQR, Bridgewater, Citadel, D.E. Shaw, Point72, and Two Sigma (Business Insider)
Hedge funds are known for top-notch comp, and applications for H-1B visas reveal what some pay. Managers like Bridgewater, Citadel, Point72, AQR, and more rely on dozens of non-US citizens. Base salaries break six figures at nearly all funds, and that’s not even including bonuses.

Thursday 2/17 Insider Buying Report: UGI, TWOU (Nasdaq.com)
At UGI, a filing with the SEC revealed that on Wednesday, Director Frank S. Hermance purchased 65,000 shares of UGI, for a cost of $38.15 each, for a total investment of $2.48M. UGI is trading off about 0.3% on the day Thursday. And on Tuesday, Director Gregory K. Peters bought $500,106 worth of 2U, buying 49,663 shares at a cost of $10.07 each. 2U is trading up about 2.9% on the day Thursday. So far Peters is in the green, up about 7.7% on their buy based on today’s trading high of $10.85.

Insiders Sell More Than $92M Of 4 Stocks (Benzinga)
NV5 Global: The Trade: NV5 Global, Inc. (NVEE) Chairman and CEO Dickerson Wright disposed a total of 40,000 shares at an average price of $106.29. The insider received around $4.25 million as a result of the transaction. Bunge: The Trade: Bunge Limited (BG) Director Paul Fribourg sold a total of 660,000 shares at an average price of 101.37. The insider received around $66.91 million from selling those shares. ZoomInfo Technologies: The Trade: ZoomInfo Technologies Inc. (ZI) 10% owner Carlyle Holdings I Lp sold a total of 321,989 shares at an average price of $57.90. The insider received $18.64 million as a result of the transaction. Datadog: The Trade: Datadog, Inc. (DDOG) Director Shardul Shah sold a total of 3,909,055 shares at an average price of $167.69. The insider received around $2.76 million from selling those shares. The insider also acquired a total of 3,133,333 shares.

Insider Buying: VOXX International Co. (NASDAQ:VOXX) Director Buys 25,000 Shares of Stock (ETF Daily News)
VOXX International Co. (NASDAQ:VOXX) Director Beat Kahli bought 25,000 shares of VOXX International stock in a transaction dated Friday, February 11th. The stock was purchased at an average cost of $12.73 per share, for a total transaction of $318,250.00.








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