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ALEX

Alexander & Baldwin

Delisted

ALEX was delisted on the 12th of March, 2026.

202 hedge funds and large institutions have $1.49B invested in Alexander & Baldwin in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $1.12B → $1.49B (+$369M)

3.16% more ownership

Funds ownership: 84.52%87.69% (+3.2%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 201202 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 72

Holders
202
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
66
Reduced
72
Closed
21
Calls
$712K
Puts
Net Calls
+$712K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
$23K +$62 +3 New
EI
177
Ellevest Inc
New York
$23K +$7.59K +370 +62%
GI
178
Gradient Investments
Minnesota
$12K
TC
179
Trust Company
Kansas
$11K
TLCM
180
Twin Lakes Capital Management
California
$9K +$62 +3 +0.8%
US Bancorp
181
US Bancorp
Minnesota
$9K +$1.7K +83 +28%
S
182
SignatureFD
Georgia
$8K +$739 +36 +12%
ST
183
Sageworth Trust
Pennsylvania
$7K
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$7K +$41 +2 +0.6%
CCM
185
Covington Capital Management
California
$6K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$6K +$2.73K +133 +116%
AssetMark Inc
187
AssetMark Inc
California
$5K
LC
188
Lindbrook Capital
California
$5K
QCG
189
Quadrant Capital Group
Ohio
$5K +$575 +28 +17%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$4K +$1.93K +94 +136%
GWM
191
Geneos Wealth Management
Colorado
$3K
MAM
192
Meeder Asset Management
Ohio
$3K
IA
193
IFP Advisors
Florida
$3K +$41 +2 +1%
RTL
194
Red Tortoise LLC
Georgia
$3K +$4.21K +205 New
AFG
195
Albion Financial Group
Utah
$2K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$2K +$103 +5 +7%
HI
197
Harbour Investments
Wisconsin
$2K +$205 +10 +14%
RWML
198
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.99K
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$1.23K -$24.1K -1,176 -2%
CFGS
200
Concourse Financial Group Securities
Alabama
$1K

ALEX Hedge Fund Activity: Q3 2021 in Review

202 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Alexander & Baldwin (ALEX) for Q3 2021, worth a combined $1.49B — up 33% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ALEX positions and 21 closed out — a net gain of 2 holders — while 66 added to existing stakes and 72 trimmed.

The largest buyer was Franklin Resources, adding an estimated $38.2M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $20.7M sold.

  • 202 institutional investors held Alexander & Baldwin (ALEX) as of Q3 2021, up from 201 in Q2 2021.
  • Funds reported $1.49B of Alexander & Baldwin stock for Q3 2021, up 33% quarter-over-quarter.
  • 23 funds opened new Alexander & Baldwin positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Alexander & Baldwin buyer in Q3 2021 was Franklin Resources, an estimated $38.2M added.
  • The largest Alexander & Baldwin seller in Q3 2021 was Zeke Capital Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2021.