Paloma Partners Management Company is a US-based fund of hedge fund manager, specializing in investing and managing assets across a wide range of industries in emerging markets. Established with a commitment to identifying and capitalizing on investment opportunities, the firm employs a diversified approach to portfolio management. By leveraging extensive market research and analysis, Paloma Partners aims to achieve optimal returns for its clients while navigating the complexities of global financial markets.
Donald Sussman is the Founder and Chairman of Paloma Partners Management Company and serves as the Chief Investment Officer of its flagship fund. Recognized for his contributions to the hedge fund industry, Mr. Sussman was inducted into the Institutional Investor-Alpha Hedge Fund Hall of Fame in 2013. That same year, he received the Hedge Funds Review’s Lifetime Achievement Award, adding to his 2004 Lifetime Achievement Award from Institutional Investor’s Alternative Investment News. Beyond his professional accomplishments, Mr. Sussman is deeply involved in philanthropy and community service. He is an Honorary Trustee and former Co-Chair of the Investment Committee at Carnegie Hall. Additionally, he serves as a Trustee and Board member for Emily’s List and the Center for American Progress, and he is an Honorary Trustee of the Ethical Culture Fieldston School. In recognition of his professional achievements and philanthropic efforts, Mr. Sussman received the Horatio Alger Award in 2023.
Paloma Partners Management Company is a hedge fund managing discretionary assets totaling $29,368,098,330, as reported in their Form ADV on April 2024. The firm serves three clients and reported $1,894,486,137 in managed 13F securities for Q1 2024, with the top 10 holdings comprising 23.9% of the portfolio. The largest holding is the SPDR S&P 500 ETF Trust, with 270,122 shares.
| Fund Name: | Paloma Partners |
| Manager | Donald Sussman |
| Portfolio Value | $808,661,813 |
| Change This QTR | +0.36% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SPY | 348,500 | $194,947,415 | -56% | 24.11% | ||
| 2. | Ssr Mining InNOTE 2.500% 4/0 | 45,269,000 | $45,890,001 | -1% | 5.67% | ||
| 3. | Nio Inc.NOTE 4.625%10/1 | NIO | 53,626,000 | $38,661,674 | -25% | 4.78% | |
| 4. | Ishares Tr - IBOXX HI YD ETFPUT | 490,000 | $38,656,100 | +203% | 4.78% | ||
| 5. | Zto Express (Cayman) Inc.NOTE 1.500% 9/0 | ZTO | 38,140,000 | $38,419,987 | -12% | 4.75% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2023-02-23 | ||||
| 2022-09-23 | ||||
| 2022-04-14 | ||||
| 2022-02-11 | ||||
| 2021-01-21 |
