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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
BTI
301
Blue Trust Inc
Georgia
$21K +$19.5K +699 New
LC
302
Lindbrook Capital
California
$20.9K +$7.21K +258 +59%
DI
303
DAGCO Inc
Ohio
$17K +$15.7K +560 New
DWS
304
Dynamic Wealth Strategies
California
$17K +$15.7K +560 New
SPIA
305
Steward Partners Investment Advisory
New York
$16.8K +$12.4K +442 +395%
AEPWM
306
Atlantic Edge Private Wealth Management
Florida
$16.6K +$15.4K +550 New
HCP
307
Hexagon Capital Partners
Arkansas
$15.1K
QL
308
Quarry LP
New York
$13K +$12K +429 New
CCA
309
Criterion Capital Advisors
Tennessee
$12.1K +$11.2K +400 New
NS
310
NBC Securities
Alabama
$12K -$2.04K -73 -15%
SAM
311
Smartleaf Asset Management
Massachusetts
$11.7K +$10.7K +384 New
PGAM
312
Princeton Global Asset Management
New Jersey
$10.7K +$84 +3 +0.9%
CPG
313
Cornerstone Planning Group
New Jersey
$10.6K -$196 -7 -2%
C
314
Covestor
United Kingdom
$10K +$140 +5 +2%
MCM
315
Manchester Capital Management
Vermont
$7.45K -$112 -4 -2%
GRP
316
Global Retirement Partners
California
$7K +$224 +8 +4%
CB
317
Centennial Bank
Arkansas
$6.6K -$163K -5,836 -96%
CP
318
Castleview Partners
Texas
$4.57K +$2.99K +107 +243%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$4.33K -$10K -358 -71%
WTA
320
Washington Trust Advisors
Massachusetts
$4.21K
AF
321
Allworth Financial
California
$4K -$1.34K -48 -27%
IRC
322
Investors Research Corp
Georgia
$3.78K
CTC
323
Central Trust Company
Missouri
$3.51K
Jones Financial Companies
324
Jones Financial Companies
Missouri
$3.33K +$1.68K +60 +120%
HWM
325
HighMark Wealth Management
Minnesota
$3.24K +$28 +1 +0.9%

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.