Carlson Capital - Investor Profile

Primary Address:

Investor Information:

2100 McKinney AvenueTotal AUM ($MM):8,000
Dallas, TX 75201Equity AUM ($MM):4,121
United StatesInvestment Style:Arbitrage
Phone: 214-932-9600 Orientation:Active
Fax: 214-932-9602 Investor Type:Hedge Fund Manager

Institutional Investor Background

Carlson Capital is a hedge fund manager that was founded in 1993 by President and Chief Investment Officer Clint Carlson, who was previously the head of risk arbitrage for the investment arm of the Bass Brothers organization. The firm manages the Black Diamond group of hedge funds, two separate managed accounts and one fund of hedge funds. The firm is based in Dallas and also has offices in London, New York and Connecticut.

Investor Regional and/or Country Focus: Europe, Global, North America

Founders and Key Executives of Carlson Capital: Clint Carlson; Mike McMahon; Jason Karp*; Ronald Hulme*

Entities related to Carlson Capital: Black Diamond Hedge Funds; Carlson Alternative Advisors; Carlson Capital LP; Double Black Diamond LP; Carlson Capital GP; Asgard Investment Corp; Carlson Offshore Advisors

Relevant Firms***: Tourbillon Capital Partners

*Denotes that the person or entity is no longer related to the firm. **If you would like to submit investor updates, please click here. ***Relevant firms may include firms where founders previously worked, funds that were spun-off from the firm, funds that were seeded by the firm and/or unrelated firms that were founded by veterans of the fund. For specific details, please review the Investor Background sections for each firm of interest.

Carlson Capital's Top 10 Equity Holdings

Company (Ticker) ($MM) Shares Change % Out
NRG Energy Inc (NRG) 139.83 5,278,499 2,426,565 1.71
Virgin Media Inc (VMED) 139.64 2,851,500 2,851,500 0.91
Bunge Ltd (BG) 131.32 1,778,625 1,107,235 1.21
Goldcorp Inc (USA) (GG) 127.09 3,779,050 1,523,950 0.47
Exelon Corp (EXC) 112.99 3,276,850 2,041,900 0.38
Transocean Inc (RIG) 105.55 2,031,323 -655,807 0.64
Wellpoint Inc (WLP) 92.72 1,400,000 1,400,000 0.42
Alterra Capital Holdings (ALTE) 89.00 2,826,377 1,403,477 2.81
Vodafone Group Plc (ADR) (VOD) 80.85 2,846,900 1,347,300 0.04
Nextera Energy (NEE) 80.58 1,037,315 1,037,315 0.25

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Articles Related to Carlson Capital

Chicago & Texas continue to dominate Central U.S. Hedge Funds List, Leading 4.6% Asset Surge

Date: March 26th, 2015
The rankings for the Top Central U.S. Hedge Funds have been released, revealing that the top 50 hedge funds oversee a combined $136.1 billion in equity...

Chicago and Texas hedge funds dominate the Top Central U.S. Hedge Fund List

Date: January 19th, 2015
The rankings for the Top Central U.S. Hedge Funds have been released, revealing that the top 50 hedge funds oversee a combined $130.7 billion in equity...

Clint Carlson’s Carlson Capital gains allocation from West Virginia

Date: October 15th, 2010
Carlson Capital, a Dallas-based hedge fund manager, has secured the West Virginia Investment Management Board as its newest institutional client. According...

Carlson Capital hires Dan Hoinacki

Date: October 10th, 2010
Clint Carlson’s Dallas-based Carlson Capital has hired Dan Hoinacki to head up client development. Prior to joining Carlson Capital, Hoinacki co-founded...

SEC charges Carlson Capital with violating short selling policies

Date: September 28th, 2010
The SEC has charged Clint Carlson’s Carlson Capital with four occasions of improperly short selling stocks and subsequently participating in the public...

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Date: April 28th, 2010
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Appaloosa Management and Carlson Capital under SEC Scrutiny

Date: April 1st, 2010
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Date: September 23rd, 2009
A number of established hedge fund managers continue to add to their investment teams by hiring industry veterans. In this week’s report, we look at...

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Date: July 31st, 2009
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