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PINE

Alpine Income Property Trust
PINE

80 hedge funds and large institutions have $140M invested in Alpine Income Property Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $346K | Put options by funds: $93K

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $138M → $140M (+$2.44M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.03% less ownership

Funds ownership: 60.87% → 58.83% (-2%)

4% less funds holding

Funds holding: 83 → 80 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
43
Reduced
19
Closed
11
Calls
$346K
Puts
$93K
Net Calls
+$253K
Net Calls Change
-$11K

Top Buyers

Rank Fund Capital Flow
1
SIS
Sound Income Strategies
Florida
+$8.22M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.29M
3
Millennium Management
Millennium Management
New York
+$4.11M
4
AA
Ancora Advisors
Ohio
+$2.08M
5
HA
Heartland Advisors
Wisconsin
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.17M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.23M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.62M
4
KCM
Kennedy Capital Management
Missouri
-$1.56M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
26
Exchange Traded Concepts
Oklahoma
$1.52M +$483K +26,042 +40%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.3M +$433K +23,344 +43%
Morgan Stanley
28
Morgan Stanley
New York
$1.27M +$527K +28,370 +60%
RJA
29
Raymond James & Associates
Florida
$1.25M -$117K -6,323 -8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.24M +$117K +6,323 +9%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.19M +$1.24M +66,649 +1,559%
Jane Street
32
Jane Street
New York
$1.19M +$962K +51,815 +275%
Boston Partners
33
Boston Partners
Massachusetts
$1.01M – – –
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$986K +$271K +14,578 +33%
State Street
35
State Street
Massachusetts
$850K +$152K +8,200 +19%
Man Group
36
Man Group
United Kingdom
$810K – – –
LSV Asset Management
37
LSV Asset Management
Illinois
$806K -$27.8K -1,500 -3%
CAM
38
ClariVest Asset Management
California
$709K -$1.61K -87 -0.2%
Goldman Sachs
39
Goldman Sachs
New York
$673K +$456K +24,540 +159%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$623K +$436K +23,511 +174%
GWMI
41
Guardian Wealth Management (Illinois)
Illinois
$571K +$72.9K +3,929 +13%
UBS Group
42
UBS Group
Switzerland
$545K +$1.39K +75 +0.2%
HF
43
HRT Financial
New York
$521K +$575K +30,966 New
Northern Trust
44
Northern Trust
Illinois
$478K +$183K +9,877 +53%
GC
45
Globeflex Capital
California
$451K – – –
Macquarie Group
46
Macquarie Group
Australia
$434K +$478K +25,761 New
Squarepoint
47
Squarepoint
New York
$421K +$464K +25,011 New
Bank of America
48
Bank of America
North Carolina
$401K +$70.6K +3,806 +19%
LPL Financial
49
LPL Financial
California
$377K +$42.9K +2,311 +11%
Marshall Wace
50
Marshall Wace
United Kingdom
$369K -$1.11M -59,835 -73%
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PINE Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alpine Income Property Trust (PINE) for Q1 2023, worth a combined $140M — up 1.8% from $138M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PINE and 8 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 43 added.

The largest buyer was Sound Income Strategies, opening a new position worth an estimated $8.22M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $4.17M.

  • 80 institutional investors held Alpine Income Property Trust (PINE) as of Q1 2023, down from 83 in Q4 2022.
  • Funds reported $140M of Alpine Income Property Trust stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 8 funds opened new Alpine Income Property Trust positions in Q1 2023 and 11 closed out, a net change of -3 holders.
  • The largest Alpine Income Property Trust buyer in Q1 2023 was Sound Income Strategies, an estimated $8.22M added.
  • The largest Alpine Income Property Trust seller in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.