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ALEX

Alexander & Baldwin

Delisted

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

181 hedge funds and large institutions have $1.48B invested in Alexander & Baldwin in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $1.36B → $1.48B (+$118M)

5% more funds holding

Funds holding: 173181 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $157K | Put options by funds: $157K

0.38% less ownership

Funds ownership: 77.95%77.56% (-0.38%)

15% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 67

Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
57
Reduced
67
Closed
13
Calls
$157K
Puts
$157K
Net Calls
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$112M -$7.99M -210,435 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$1.25M +32,901 +1%
LCOV
3
London Company of Virginia
Virginia
$102M -$2.88M -76,001 -3%
BFA
4
BlackRock Fund Advisors
California
$98.3M +$7.58M +199,596 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86M +$1.16M +30,511 +1%
State Street
6
State Street
Massachusetts
$63.9M +$2.45M +64,671 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$61.2M +$5.96M +156,909 +11%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$60.4M -$9.18M -241,967 -14%
BIT
9
BlackRock Institutional Trust
California
$53.9M -$385K -10,131 -0.7%
ACM
10
AEW Capital Management
Massachusetts
$40.9M +$6.4M +168,600 +19%
Macquarie Group
11
Macquarie Group
Australia
$37.4M +$4.36M +114,779 +14%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$32.9M -$12.2M -322,120 -28%
VFA
13
Virtus Fund Advisers
Connecticut
$31.4M -$567K -14,930 -2%
Northern Trust
14
Northern Trust
Illinois
$28.4M -$1.01M -26,719 -4%
BA
15
BlackRock Advisors
Delaware
$28.3M -$1.32M -34,699 -5%
RA
16
Royce & Associates
New York
$25.8M -$1.43M -37,600 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$25.2M +$217K +5,715 +0.9%
MAA
18
Managed Account Advisors
New Jersey
$24M -$1.22M -32,223 -5%
PHAM
19
Pacific Heights Asset Management
California
$23.6M -$7.59M -200,000 -25%
GC
20
Guggenheim Capital
Illinois
$22.3M +$16.3M +430,508 +313%
Norges Bank
21
Norges Bank
Norway
$20.7M +$5.53M +145,766 +38%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$20.3M +$85.8K +2,260 +0.4%
SPIO
23
Seven Post Investment Office
California
$19.7M -$6.86M -180,710 -26%
GC
24
GW Capital
Washington
$17.5M -$3.88M -102,291 -19%
Comerica Bank
25
Comerica Bank
Texas
$16.7M +$8.05M +211,997 +99%

ALEX Hedge Fund Activity: Q4 2014 in Review

181 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Alexander & Baldwin (ALEX) for Q4 2014, worth a combined $1.48B — up 8.6% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ALEX positions and 13 closed out — a net gain of 11 holders — while 57 added to existing stakes and 67 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $16.3M. The largest seller was Wellington Management Group, cutting an estimated $12.2M.

  • 181 institutional investors held Alexander & Baldwin (ALEX) as of Q4 2014, up from 173 in Q3 2014.
  • Funds reported $1.48B of Alexander & Baldwin stock for Q4 2014, up 8.6% quarter-over-quarter.
  • 24 funds opened new Alexander & Baldwin positions in Q4 2014 and 13 closed out, a net change of +11 holders.
  • The largest Alexander & Baldwin buyer in Q4 2014 was Guggenheim Capital, an estimated $16.3M added.
  • The largest Alexander & Baldwin seller in Q4 2014 was Wellington Management Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2014.