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Americold

364 hedge funds and large institutions have $7.37B invested in Americold in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 133 increasing their positions, 125 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 349364 (+15)

6% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 125

4% more capital invested

Capital invested by funds: $7.12B → $7.37B (+$252M)

0.77% more ownership

Funds ownership: 100.82%101.6% (+0.77%)

77% less call options, than puts

Call options by funds: $773K | Put options by funds: $3.4M

Holders
364
Holders Change
+15
Holders Change %
+4.3%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
75
Increased
133
Reduced
125
Closed
53
Calls
$773K
Puts
$3.4M
Net Calls
-$2.62M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$35.8K +$21.3K +867 +162%
AF
302
Allworth Financial
California
$35.2K +$30.3K +1,234 New
FFA
303
Farther Finance Advisors
California
$29.9K +$2.97K +121 +12%
CFGS
304
Concourse Financial Group Securities
Alabama
$27.1K +$662 +27 +3%
QCG
305
Quadrant Capital Group
Ohio
$26.1K -$3.33K -136 -12%
RA
306
Ransom Advisory
Rhode Island
$23.6K +$22.7K +925 New
PA
307
Parallel Advisors
California
$22.6K +$4.9K +200 +29%
SPIA
308
Steward Partners Investment Advisory
New York
$20.6K -$16.3K -664 -45%
GWM
309
Geneos Wealth Management
Colorado
$20.6K
TFF
310
The Family Firm
Maryland
$18.7K +$18K +734 New
PPC
311
Park Place Capital
Alabama
$18.6K -$12.6K -514 -41%
WAG
312
Wiser Advisor Group
Arizona
$18.5K +$221 +9 +1%
DWS
313
Dynamic Wealth Strategies
California
$15K +$245 +10 +2%
AEPWM
314
Atlantic Edge Private Wealth Management
Florida
$14K
RTC
315
Riverview Trust Company
Washington
$12.9K
HCP
316
Hexagon Capital Partners
Arkansas
$12.8K
CP
317
Castleview Partners
Texas
$11K +$3.68K +150 +53%
GI
318
GAMMA Investing
California
$9.88K -$28.5K -1,161 -75%
PGAM
319
Princeton Global Asset Management
New Jersey
$9.19K +$74 +3 +0.8%
CPG
320
Cornerstone Planning Group
New Jersey
$8.76K -$1.2K -49 -14%
C
321
Covestor
United Kingdom
$8K +$98 +4 +1%
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$6.41K -$4.66M -190,000 -100%
MCM
323
Manchester Capital Management
Vermont
$6.28K
BFEC
324
Benjamin F. Edwards & Company
Missouri
$6K -$13.6K -556 -70%
CB
325
Centennial Bank
Arkansas
$5.57K