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ALEX

Alexander & Baldwin

Delisted

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

217 hedge funds and large institutions have $1.21B invested in Alexander & Baldwin in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $285K | Put options by funds: $59K

16% more capital invested

Capital invested by funds: $1.04B → $1.21B (+$166M)

1.8% more ownership

Funds ownership: 85.77%87.57% (+1.8%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

4% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 79

0% more funds holding

Funds holding: 217217 (0)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
82
Reduced
79
Closed
24
Calls
$285K
Puts
$59K
Net Calls
+$226K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$4.44M +262,983 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M -$2.59M -153,514 -1%
State Street
3
State Street
Massachusetts
$80.7M +$801K +47,369 +1%
Franklin Resources
4
Franklin Resources
California
$70M +$675K +39,942 +1%
RP
5
Reinhart Partners
Wisconsin
$46.9M +$3.32M +196,303 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$33.3M +$1.45M +85,719 +5%
Morgan Stanley
7
Morgan Stanley
New York
$31.9M +$14.1M +832,717 +99%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$29.1M -$840K -49,716 -3%
Charles Schwab
9
Charles Schwab
California
$27.8M +$1.02M +60,119 +4%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$23.1M -$919K -54,363 -4%
Victory Capital Management
11
Victory Capital Management
Texas
$16.8M +$507K +29,976 +4%
DG
12
DigitalBridge Group
Florida
$15.9M -$3.82M -225,996 -21%
ACH
13
ArrowMark Colorado Holdings
Colorado
$15.4M +$507K +30,000 +4%
Northern Trust
14
Northern Trust
Illinois
$14.9M -$660K -39,039 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.7M +$826K +48,856 +7%
LCOV
16
London Company of Virginia
Virginia
$14.5M -$60.2K -3,562 -0.5%
Legal & General Group
17
Legal & General Group
United Kingdom
$13.1M +$502K +29,684 +5%
MIIM
18
Mesirow Institutional Investment Management
Illinois
$13M +$53.5K +3,165 +0.5%
Invesco
19
Invesco
Georgia
$11.1M +$68.3K +4,042 +0.7%
N
20
Nuveen
North Carolina
$10.4M +$1.29M +76,388 +16%
ACM
21
Adelante Capital Management
California
$10.4M -$1.51M -89,166 -14%
Norges Bank
22
Norges Bank
Norway
$9.68M -$694K -41,070 -7%
ClearBridge Investments
23
ClearBridge Investments
New York
$9.53M +$6.01M +355,601 +245%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.61M +$544K +32,195 +8%
UBS AM
25
UBS AM
Illinois
$7.75M +$138K +8,156 +2%

ALEX Hedge Fund Activity: Q4 2023 in Review

217 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alexander & Baldwin (ALEX) for Q4 2023, worth a combined $1.21B — up 16% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ALEX positions and 24 closed out — a net gain of 2 holders — while 82 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $6.57M.

  • 217 institutional investors held Alexander & Baldwin (ALEX) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $1.21B of Alexander & Baldwin stock for Q4 2023, up 16% quarter-over-quarter.
  • 26 funds opened new Alexander & Baldwin positions in Q4 2023 and 24 closed out, a net change of +2 holders.
  • The largest Alexander & Baldwin buyer in Q4 2023 was Morgan Stanley, an estimated $14.1M added.
  • The largest Alexander & Baldwin seller in Q4 2023 was Goldman Sachs, an estimated $6.57M sold.

Based on aggregated 13F filings for Q4 2023.