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Americold

342 hedge funds and large institutions have $8.84B invested in Americold in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.73M | Put options by funds: $1.98M

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 328342 (+14)

1% less capital invested

Capital invested by funds: $8.96B → $8.84B (-$123M)

5% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 131

6.07% less ownership

Funds ownership: 109.04%102.97% (-6.1%)

Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
124
Reduced
131
Closed
42
Calls
$6.73M
Puts
$1.98M
Net Calls
+$4.75M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
276
TD Private Client Wealth
New York
$111K
S
277
SignatureFD
Georgia
$103K +$18.4K +659 +24%
Bessemer Group
278
Bessemer Group
New Jersey
$100K
PS
279
Principal Securities
Iowa
$80.3K +$74.2K +2,652 New
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$79K -$4.36K -156 -6%
PPC
281
Park Place Capital
Alabama
$75.3K -$7.02K -251 -9%
HFM
282
Harvest Fund Management
China
$73K
Simplex Trading
283
Simplex Trading
Illinois
$69K +$64.1K +2,291 New
CAL
284
Capital Analysts LLC
Pennsylvania
$68K
AIG
285
American International Group
New York
$67.2K -$1.59K -57 -3%
EC
286
EntryPoint Capital
New York
$55.1K +$50.9K +1,821 New
GXJ
287
Global X Japan
Japan
$51.3K +$47.4K +1,695 New
IA
288
IFP Advisors
Florida
$48.4K +$13.5K +483 +43%
GI
289
GAMMA Investing
California
$45.9K +$46.6K +1,668 New
SWS
290
SYSTM Wealth Solutions
Illinois
$44.3K +$40.7K +1,456 New
QCG
291
Quadrant Capital Group
Ohio
$43.6K -$13.9K -496 -26%
PA
292
Parallel Advisors
California
$37.6K +$1.26K +45 +4%
VAG
293
VisionPoint Advisory Group
Texas
$37K +$8.67K +310 +34%
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$34K +$811 +29 +3%
FFA
295
Farther Finance Advisors
California
$31.1K +$168 +6 +0.6%
CFGS
296
Concourse Financial Group Securities
Alabama
$29.8K -$1.96K -70 -7%
CAL
297
Capital Advisors Ltd
Ohio
$28K -$22.2K -794 -46%
GWM
298
Geneos Wealth Management
Colorado
$24.4K
BFEC
299
Benjamin F. Edwards & Company
Missouri
$23K +$21.2K +759 New
WAG
300
Wiser Advisor Group
Arizona
$21.6K +$20K +714 New

COLD Hedge Fund Activity: Q4 2023 in Review

342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Americold (COLD) for Q4 2023, worth a combined $8.84B — down 1.4% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new COLD positions and 42 closed out — a net gain of 19 holders — while 124 added to existing stakes and 131 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $218M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 342 institutional investors held Americold (COLD) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $8.84B of Americold stock for Q4 2023, down 1.4% quarter-over-quarter.
  • 61 funds opened new Americold positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Americold buyer in Q4 2023 was Principal Financial Group, an estimated $218M added.
  • The largest Americold seller in Q4 2023 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2023.