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ALEX

Alexander & Baldwin

Delisted

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

207 hedge funds and large institutions have $1.16B invested in Alexander & Baldwin in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.04B → $1.16B (+$120M)

1% more funds holding

Funds holding: 205207 (+2)

0.84% less ownership

Funds ownership: 86.33%85.5% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 78

39% less call options, than puts

Call options by funds: $672K | Put options by funds: $1.1M

Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
75
Reduced
78
Closed
14
Calls
$672K
Puts
$1.1M
Net Calls
-$431K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
Lindbrook Capital
California
$13.2K +$7.69K +406 +136%
PA
177
Parallel Advisors
California
$12.4K
EWA
178
EverSource Wealth Advisors
Alabama
$12.3K -$1.53K -81 -11%
US Bancorp
179
US Bancorp
Minnesota
$10.8K +$4.39K +232 +67%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$9.87K +$6.3K +333 +172%
GI
181
Gradient Investments
Minnesota
$9.37K
TC
182
Trust Company
Kansas
$9K
AssetMark Inc
183
AssetMark Inc
California
$7.46K -$57 -3 -0.7%
TLCM
184
Twin Lakes Capital Management
California
$7.15K +$95 +5 +1%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$7K +$492 +26 +8%
BTI
186
Blue Trust Inc
Georgia
$7K +$3.39K +179 +62%
S
187
SignatureFD
Georgia
$6.42K -$2.86K -151 -31%
BAM
188
Belpointe Asset Management
Nevada
$6.09K +$6.15K +325 New
FGAM
189
Financial Gravity Asset Management
Texas
$5.29K +$360 +19 New
TRCT
190
Tower Research Capital (TRC)
New York
$5K -$101K -5,348 -95%
CFGS
191
Concourse Financial Group Securities
Alabama
$4.7K +$4.7K +248 New
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$4K -$682 -36 -13%
RTL
193
Red Tortoise LLC
Georgia
$3.84K +$3.88K +205 New
AFG
194
Albion Financial Group
Utah
$1.61K
RWML
195
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.59K
EI
196
Ellevest Inc
New York
$1.24K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1.24K
BIA
198
Bell Investment Advisors
California
$1.07K +$1.08K +57 New
CS
199
Comerica Securities
Michigan
$1.04K +$1.04K +55 New
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$1.03K +$133 +7 +15%

ALEX Hedge Fund Activity: Q4 2022 in Review

207 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Alexander & Baldwin (ALEX) for Q4 2022, worth a combined $1.16B — up 12% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALEX positions and 14 closed out — a net gain of 5 holders — while 75 added to existing stakes and 78 trimmed.

The largest buyer was Franklin Resources, adding an estimated $8.33M. The largest seller was Goldman Sachs, cutting an estimated $9.62M.

  • 207 institutional investors held Alexander & Baldwin (ALEX) as of Q4 2022, up from 205 in Q3 2022.
  • Funds reported $1.16B of Alexander & Baldwin stock for Q4 2022, up 12% quarter-over-quarter.
  • 19 funds opened new Alexander & Baldwin positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest Alexander & Baldwin buyer in Q4 2022 was Franklin Resources, an estimated $8.33M added.
  • The largest Alexander & Baldwin seller in Q4 2022 was Goldman Sachs, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2022.