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Albertsons Companies

265 hedge funds and large institutions have $8.7B invested in Albertsons Companies in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 85 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 27

20% more funds holding

Funds holding: 220265 (+45)

16% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 73

7% more capital invested

Capital invested by funds: $8.13B → $8.7B (+$566M)

1.78% more ownership

Funds ownership: 58.26%60.03% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $54.2M

Holders
265
Holders Change
+45
Holders Change %
+20.45%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
75
Increased
85
Reduced
73
Closed
27
Calls
$41.2M
Puts
$54.2M
Net Calls
-$13M
Net Calls Change
-$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Cerberus Capital Management
New York
$4.58B
LAMC
2
Lubert-Adler Management Company
Pennsylvania
$1.75B
FIG
3
Fortress Investment Group
New York
$526M +$552M +17,425,946 New
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$149M -$714K -22,541 -0.5%
BlackRock
5
BlackRock
New York
$145M +$8.7M +274,609 +6%
Millennium Management
6
Millennium Management
New York
$72.1M +$67.8M +2,140,609 +861%
Vanguard Group
7
Vanguard Group
Pennsylvania
$64.6M -$1.08M -34,128 -2%
State Street
8
State Street
Massachusetts
$62.8M -$714K -22,544 -1%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$58.2M -$6.37M -201,109 -9%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$57.2M +$60M +1,894,452 New
Jane Street
11
Jane Street
New York
$56.5M +$58.7M +1,851,512 +9,059%
N
12
Nuveen
North Carolina
$51.5M +$45.7M +1,441,480 +482%
Citadel Advisors
13
Citadel Advisors
Florida
$48M +$35.2M +1,109,831 +231%
PMG
14
Private Management Group
California
$46.5M -$7M -220,811 -13%
Bank of America
15
Bank of America
North Carolina
$43M +$2.93M +92,603 +7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42.8M +$3.16M +99,594 +8%
Marshall Wace
17
Marshall Wace
United Kingdom
$40M +$39.9M +1,258,058 +1,929%
Renaissance Technologies
18
Renaissance Technologies
New York
$39.9M +$23.9M +755,305 +134%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$32.1M +$10M +317,047 +43%
SCP
20
Seizert Capital Partners
Michigan
$31.7M -$1.29M -40,615 -4%
MAM
21
Martingale Asset Management
Massachusetts
$30.7M -$4.38M -138,206 -12%
GCM
22
Ghisallo Capital Management
Massachusetts
$30.2M +$31.7M +1,000,000 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$29M -$9.08M -286,587 -23%
AQR Capital Management
24
AQR Capital Management
Connecticut
$26.7M +$12.8M +404,633 +84%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$24.7M +$20.8M +657,079 +406%

ACI Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Albertsons Companies (ACI) for Q4 2021, worth a combined $8.7B — up 7% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ACI positions and 27 closed out — a net gain of 48 holders — while 85 added to existing stakes and 73 trimmed.

The largest buyer was Fortress Investment Group, opening a new position worth an estimated $552M. The largest seller was DigitalBridge Group, exiting entirely with an estimated $542M sold.

  • 265 institutional investors held Albertsons Companies (ACI) as of Q4 2021, up from 220 in Q3 2021.
  • Funds reported $8.7B of Albertsons Companies stock for Q4 2021, up 7% quarter-over-quarter.
  • 75 funds opened new Albertsons Companies positions in Q4 2021 and 27 closed out, a net change of +48 holders.
  • The largest Albertsons Companies buyer in Q4 2021 was Fortress Investment Group, an estimated $552M added.
  • The largest Albertsons Companies seller in Q4 2021 was DigitalBridge Group, an estimated $542M sold.

Based on aggregated 13F filings for Q4 2021.