Alpine Income Property Trust
PINE
78 hedge funds and large institutions have $131M invested in Alpine Income Property Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.
5% less capital invested
Capital invested by funds: $138M → $131M (-$6.33M)
3% less funds holding
Funds holding: 80 → 78 (-2)
3.25% less ownership
Funds ownership: 59.86% → 56.6% (-3.3%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
20% less call options, than puts
Call options by funds: $586K | Put options by funds: $736K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.24M |
| 2 |
BlackRock
New York
|
+$783K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$664K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$660K |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.97M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$866K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$671K |
| 4 |
Renaissance Technologies
New York
|
-$555K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
76
Delta Asset Management
Memphis,
Tennessee
| $3.26K | – | – | – |
|
|
GI
77
GAMMA Investing
Foster City,
California
| $1.68K | +$1.76K | +108 | New |
|
|
PS
78
Principal Securities
Des Moines,
Iowa
| $321 | +$309 | +19 | New |
|
|
79
Renaissance Technologies
New York
| – | -$555K | -33,900 | Closed |
|
|
PCM
80
Penserra Capital Management
Orinda,
California
| – | -$481K | -29,426 | Closed |
|
|
GC
81
Globeflex Capital
San Diego,
California
| – | -$390K | -23,850 | Closed |
|
|
OAM
82
Oppenheimer Asset Management
New York
| – | -$244K | -14,893 | Closed |
|
83
Goldman Sachs
New York
| – | -$172K | -10,527 | Closed |
|
|
SOW
84
State of Wyoming
Cheyenne,
Wyoming
| – | -$141K | -8,645 | Closed |
|
85
Citadel Advisors
Miami,
Florida
| – | -$73.1K | -4,468 | Closed |
|
86
Allspring Global Investments
Charlotte,
North Carolina
| – | -$70K | -4,279 | Closed |
|
|
RFA
87
Register Financial Advisors
Atlanta,
Georgia
| – | -$16.4K | -1,000 | Closed |
|
88
Simplex Trading
Chicago,
Illinois
| – | -$228 | -14 | Closed |
|
PINE Hedge Fund Activity: Q4 2023 in Review
78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alpine Income Property Trust (PINE) for Q4 2023, worth a combined $131M — down 4.6% from $138M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PINE and 9 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 25 added.
The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Ancora Advisors, cutting an estimated $1.97M.
- 78 institutional investors held Alpine Income Property Trust (PINE) as of Q4 2023, down from 80 in Q3 2023.
- Funds reported $131M of Alpine Income Property Trust stock for Q4 2023, down 4.6% quarter-over-quarter.
- 9 funds opened new Alpine Income Property Trust positions in Q4 2023 and 10 closed out, a net change of -1 holder.
- The largest Alpine Income Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $1.24M added.
- The largest Alpine Income Property Trust seller in Q4 2023 was Ancora Advisors, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2023.