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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
JF
51
Jump Financial
Illinois
$343K +$128K +6,871 +51%
Asset Management One
52
Asset Management One
Japan
$315K – – –
Citigroup
53
Citigroup
New York
$291K -$241 -13 -0.1%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$281K -$740K -39,847 -70%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$279K +$28K +1,508 +10%
TI
56
Tidal Investments
Wisconsin
$278K +$35.2K +1,897 +13%
CCM
57
Community Capital Management
Florida
$273K +$301K +16,200 New
Osaic Holdings
58
Osaic Holdings
Arizona
$269K -$13.8K -745 -4%
DI
59
Diligent Investors
California
$251K +$2.28K +123 +0.8%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$227K +$13.6K +731 +6%
1CM
61
1492 Capital Management
Wisconsin
$220K +$37.6K +2,023 +18%
Nomura Asset Management
62
Nomura Asset Management
Japan
$209K +$3.71K +200 +2%
Barclays
63
Barclays
United Kingdom
$192K +$191K +10,292 +927%
PAG
64
Private Advisor Group
New Jersey
$188K +$207K +11,165 New
OAM
65
Oppenheimer Asset Management
New York
$179K -$13.2K -713 -6%
Wells Fargo
66
Wells Fargo
California
$170K -$141K -7,601 -43%
SO
67
STRS Ohio
Ohio
$163K -$34K -1,831 -16%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$152K +$89.4K +4,816 +115%
TRCT
69
Tower Research Capital (TRC)
New York
$116K +$116K +6,269 +1,019%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$114K +$23.8K +1,282 +23%
QT
71
Quantbot Technologies
New York
$95.4K +$19.2K +1,034 +22%
Lazard Asset Management
72
Lazard Asset Management
New York
$91K +$35.2K +1,894 +53%
Daiwa Securities Group
73
Daiwa Securities Group
Japan
$60K +$10.5K +566 +19%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$57K – – –
TAM
75
Tucker Asset Management
Colorado
$34.9K +$38.5K +2,075 New
1 2
3
4

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.