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Americold

342 hedge funds and large institutions have $10.4B invested in Americold in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 110 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-16
Holders Change %
-4.47%
% of All Funds
6.02%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.14%
New
41
Increased
151
Reduced
110
Closed
55
Calls
$51.6M
Puts
$40.6M
Net Calls
+$10.9M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
301
BDO Wealth Advisors
Florida
$21K
ACM
302
Allred Capital Management
Texas
$17.5K +$17.5K +456 New
BMD
303
Better Money Decisions
New Mexico
$16K +$16K +414 New
PGAM
304
Princeton Global Asset Management
New Jersey
$13K +$80 +2 +0.6%
SWM
305
Spire Wealth Management
Virginia
$13K +$13K +346 New
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$11K -$1.29K -34 -10%
RIM
307
Rockbridge Investment Management
New York
$11K
CI
308
CX Institutional
Indiana
$10K
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$10K +$10K +272 New
TPCW
310
TD Private Client Wealth
New York
$8.35K +$6.46K +168 +343%
LC
311
Lindbrook Capital
California
$8K +$1.14K +28 +17%
SFMG
312
Sage Financial Management Group
Virginia
$8K +$8K +200 New
HCP
313
Hexagon Capital Partners
Arkansas
$7K
CG
314
Cutler Group
California
$7K +$3.5K +100 +100%
HR
315
Howe & Rusling
New York
$5K
PA
316
Parallel Advisors
California
$5K +$478 +13 +11%
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$4.61K +$672 +17,470 +17%
BCA
318
Berman Capital Advisors
Georgia
$4K +$3.71K +102 +1,275%
PMFA
319
Plante Moran Financial Advisors
Michigan
$3K
BFEC
320
Benjamin F. Edwards & Company
Missouri
$3K
AF
321
Allworth Financial
California
$3K +$989 +29 +49%
VFA
322
Valeo Financial Advisors
Indiana
$3K +$3K +82 New
SFS
323
Sowell Financial Services
Arkansas
$2K -$15K -374 -88%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$2K
LWM
325
Liberty Wealth Management
California
$2K