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Americold

343 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, 152 increasing their positions, 110 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 110

27% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $40.6M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$301M)

4% less funds holding

Funds holding: 359343 (-16)

24.41% less ownership

Funds ownership: 131.74%107.32% (-24%)

25% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 55

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
343
Holders Change
-16
Holders Change %
-4.46%
% 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
152
Reduced
110
Closed
55
Calls
$51.6M
Puts
$40.6M
Net Calls
+$10.9M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Anchor Investment Management
South Carolina
$21.2K
BWA
302
BDO Wealth Advisors
Florida
$21K
ACM
303
Allred Capital Management
Texas
$17.5K +$16.4K +456 New
BMD
304
Better Money Decisions
New Mexico
$16K +$14.9K +414 New
PGAM
305
Princeton Global Asset Management
New Jersey
$13K +$72 +2 +0.6%
SWM
306
Spire Wealth Management
Virginia
$13K +$12.4K +346 New
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$11K -$1.22K -34 -10%
RIM
308
Rockbridge Investment Management
New York
$11K
CI
309
CX Institutional
Indiana
$10K
JGIA
310
Jackson Grant Investment Advisers
Connecticut
$10K +$9.78K +272 New
TPCW
311
TD Private Client Wealth
New York
$8.35K +$6.04K +168 +343%
LC
312
Lindbrook Capital
California
$8K +$1.01K +28 +17%
SFMG
313
Sage Financial Management Group
Virginia
$8K +$7.19K +200 New
HCP
314
Hexagon Capital Partners
Arkansas
$7K
CG
315
Cutler Group
California
$7K +$3.59K +100 +100%
HR
316
Howe & Rusling
New York
$5K
PA
317
Parallel Advisors
California
$5K +$467 +13 +11%
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$4.61K +$628K +17,470 +17%
BCA
319
Berman Capital Advisors
Georgia
$4K +$3.67K +102 +1,275%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$3K
PMFA
321
Plante Moran Financial Advisors
Michigan
$3K
AF
322
Allworth Financial
California
$3K +$1.04K +29 +49%
VFA
323
Valeo Financial Advisors
Indiana
$3K +$2.95K +82 New
SFS
324
Sowell Financial Services
Arkansas
$2K -$13.4K -374 -88%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$2K