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ALEX

Alexander & Baldwin

Delisted

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

223 hedge funds and large institutions have $1.03B invested in Alexander & Baldwin in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $203K | Put options by funds: $114K

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

2% more funds holding

Funds holding: 218223 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

1.11% less ownership

Funds ownership: 87.57%86.46% (-1.1%)

14% less capital invested

Capital invested by funds: $1.21B → $1.03B (-$175M)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
73
Reduced
79
Closed
29
Calls
$203K
Puts
$114K
Net Calls
+$89K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$41K
RIL
177
Rothschild Investment LLC
Illinois
$33.2K +$172 +10 +0.5%
CPBTD
178
Central Pacific Bank - Trust Division
Hawaii
$32.4K +$34.4K +2,000 New
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.4K -$482 -28 -1%
Federated Hermes
180
Federated Hermes
Pennsylvania
$30.6K -$13.4K -782 -30%
Lazard Asset Management
181
Lazard Asset Management
New York
$30K
Point72 Asset Management
182
Point72 Asset Management
Connecticut
$29.6K +$31K +1,800 New
BL
183
BFSG LLC
California
$23.4K +$24.4K +1,420 New
VCM
184
Versant Capital Management
Arizona
$20.5K +$1.01K +59 +5%
LC
185
Lindbrook Capital
California
$19.7K
C
186
Covestor
United Kingdom
$19K +$8.43K +490 +74%
ETC
187
Exchange Traded Concepts
Oklahoma
$14.5K -$103 -6 -0.7%
Barrow, Hanley, Mewhinney & Strauss
188
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K +$14.6K +850 New
CFM
189
Catalyst Funds Management
Australia
$13.8K +$14.4K +840 New
TRCT
190
Tower Research Capital (TRC)
New York
$12.9K -$421K -24,507 -97%
QL
191
Quarry LP
New York
$12.3K +$12.8K +745 New
TCOV
192
Trust Company of Vermont
Vermont
$12K +$8.6K +500 +219%
PA
193
Parallel Advisors
California
$10.9K -$1.77K -103 -13%
S
194
SignatureFD
Georgia
$8.42K -$774 -45 -8%
US Bancorp
195
US Bancorp
Minnesota
$8.37K +$86 +5 +1%
GWM
196
Geneos Wealth Management
Colorado
$8.23K
FFA
197
Farther Finance Advisors
California
$8.18K +$6.5K +378 +298%
SNB
198
Security National Bank
Nebraska
$7.66K
TC
199
Trust Company
Kansas
$7.54K
TLCM
200
Twin Lakes Capital Management
California
$6.68K +$86 +5 +1%

ALEX Hedge Fund Activity: Q1 2024 in Review

223 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alexander & Baldwin (ALEX) for Q1 2024, worth a combined $1.03B — down 14% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ALEX positions and 29 closed out — a net gain of 6 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was Franklin Resources, adding an estimated $6.3M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 223 institutional investors held Alexander & Baldwin (ALEX) as of Q1 2024, up from 218 in Q4 2023.
  • Funds reported $1.03B of Alexander & Baldwin stock for Q1 2024, down 14% quarter-over-quarter.
  • 35 funds opened new Alexander & Baldwin positions in Q1 2024 and 29 closed out, a net change of +6 holders.
  • The largest Alexander & Baldwin buyer in Q1 2024 was Franklin Resources, an estimated $6.3M added.
  • The largest Alexander & Baldwin seller in Q1 2024 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2024.