Monday, November 19, 2012

Hedge Funds Led by Paulson Bet on Nexen Offer



From Bloomberg: Paulson & Co., the hedge fund run by billionaire John Paulson, and mutual fund firm Franklin Resources Inc. are among foreign investors betting Canada will approve Cnooc Ltd. (883)’s $15.1 billion acquisition of Nexen Inc.

Paulson & Co., Franklin, Arrowgrass Capital Partners LLP, Mason Capital Management LLC and Eton Park Capital Management LP, all based outside Canada, bought shares in Calgary-based Nexen in the third quarter, regulatory filings show. Ontario Teachers’ Pension Plan tripled its stake while T. Rowe Price Group Inc. and Jarislowsky Fraser Ltd. sold.

The purchases were made before Canada rejected a C$5.2 billion ($5.2 billion) bid by Petroliam Nasional Bhd. for Progress Energy Resources Corp. (PRQ) on Oct. 19, which cast doubt on the Nexen deal

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