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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
AT
326
Arlington Trust
Alabama
$3.12K +$2.88K +103 New
NA
327
NewEdge Advisors
Louisiana
$2.48K +$475 +17 +26%
GWS
328
Glassman Wealth Services
Virginia
$1.79K -$951 -34 -37%
PFBT
329
Parkside Financial Bank & Trust
Missouri
$1.42K -$364 -13 -22%
CAM
330
ClariVest Asset Management
California
$1.12K
AW
331
Avion Wealth
Texas
$1K -$419 -15 -41%
ASN
332
Advisory Services Network
Georgia
$636 +$587 +21 New
SIS
333
Sound Income Strategies
Florida
$605
AF
334
Advisornet Financial
Minnesota
$605 +$559 +20 New
VCM
335
Versant Capital Management
Arizona
$605 +$559 +20 New
BIA
336
Bell Investment Advisors
California
$455 -$3.94K -141 -90%
S
337
Sachetta
Massachusetts
$455 +$419 +15 New
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$333 -$1.09K -39 -78%
CAS
339
Coppell Advisory Solutions
Texas
$272 -$224 -8 -47%
BGAI
340
Bruce G. Allen Investments
Colorado
$272 +$252 +9 New
AssetMark Inc
341
AssetMark Inc
California
$242 +$224 +8 New
CA
342
Crewe Advisors
Utah
$152 +$140 +5 New
Westfield Capital Management
343
Westfield Capital Management
Massachusetts
-$40.5M -1,332,669 Closed
BTW
344
Boston Trust Walden
Massachusetts
-$23.8M -784,227 Closed
ZIG
345
Zurich Insurance Group
Switzerland
-$12.3M -405,697 Closed
CCM
346
Cinctive Capital Management
New York
-$10.5M -344,837 Closed
MCM
347
Makena Capital Management
California
-$10.3M -338,026 Closed
LIP
348
Lighthouse Investment Partners
Florida
-$7.15M -235,000 Closed
Wellington Management Group
349
Wellington Management Group
Massachusetts
-$6.17M -202,844 Closed
GC
350
Gillson Capital
Illinois
-$5.18M -170,213 Closed

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.