ALBERTSONS COS INC ACI
COMMON STOCK · Common Stock · CUSIP 013091103 · ISIN US0130911037
American grocery chain
- SectorConsumer staples
- IndustryRetail-Grocery Stores
- HeadquartersBoise, ID
- Founded1939
- Websitealbertsonscompanies.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.2m this quarter). Holder counts are more reliable. Shares outstanding: 575.9m as of 2023-10-13, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.74. Options: 24 managers hold calls ($171.0m notional), 18 hold puts ($140.5m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 346 |
| Q1 2023 | 387 |
| Q2 2023 | 403 |
| Q3 2023 | 428 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 210 | 144 |
| Q1 2023 | 257 | 127 |
| Q2 2023 | 225 | 184 |
| Q3 2023 | 234 | 167 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $69.9m | $73.2m | 1.05 |
| Q1 2023 | $132.4m | $87.4m | 0.66 |
| Q2 2023 | $202.4m | $84.4m | 0.42 |
| Q3 2023 | $171.0m | $140.5m | 0.82 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +5.2m |
| BlackRock Inc. | Added | +3.8m |
| Davidson Kempner Capital Management LP | Added | +3.6m |
| VANGUARD GROUP INC | Added | +3.0m |
| Westchester Capital Management, LLC | New | +2.8m |
| Amundi | Added | +2.8m |
| NORGES BANK | Added | +2.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.9m |
| HSBC HOLDINGS PLC | Added | +1.7m |
| TIG Advisors, LLC | Added | +1.5m |
Biggest sellers
| ARES MANAGEMENT LLC | Sold out | -10.3m |
| FMR LLC | Reduced | -6.3m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -4.5m |
| DEUTSCHE BANK AG\ | Reduced | -4.1m |
| PSquared Asset Management AG | Sold out | -3.5m |
| Empyrean Capital Partners, LP | Sold out | -3.1m |
| JANE STREET GROUP, LLC | Reduced | -2.5m |
| Segantii Capital Management Ltd | Reduced | -1.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.7m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.6m |
Biggest calls
| Antara Capital LP | Added | $88.9m3.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $22.4m985.1k shares |
| GROUP ONE TRADING LLC | Reduced | $13.2m581.8k shares |
| Berry Street Capital Management LLP | New | $8.5m375.0k shares |
| Kite Lake Capital Management (UK) LLP | Not comparable | $8.2m360.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $5.9m261.1k shares |
| SUMMIT SECURITIES GROUP LLC | Added | $5.0m218.6k shares |
| SIMPLEX TRADING, LLC | Added | $4.4m195.0k shares |
| Caption Management, LLC | New | $3.4m150.0k shares |
| Maven Securities LTD | Reduced | $2.6m115.1k shares |
Biggest puts
| NOMURA HOLDINGS INC | Unchanged | $65.5m2.9m shares |
| Antara Capital LP | New | $18.2m801.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.3m761.1k shares |
| GROUP ONE TRADING LLC | Added | $11.2m491.3k shares |
| Centiva Capital, LP | New | $8.5m375.0k shares |
| Flow State Investments, L.P. | New | $5.5m240.0k shares |
| Parallax Volatility Advisers, L.P. | New | $2.3m100.1k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $2.3m100.0k shares |
| CSS LLC/IL | New | $2.1m91.6k shares |
| SIMPLEX TRADING, LLC | Added | $2.0m86.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-07-27 | 8.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 4 | $4.7m | — |
| Q3 2022 | 0 | — | 2 | $15.3m | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $1.4m | — |
| Q2 2023 | 0 | — | 1 | $681.8k | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Cerberus Capital Management, L.P. 81.14% of their portfolio | 151.8m $3.5bn | Unchanged |
| VANGUARD GROUP INC 0.02% of their portfolio | 33.1m $754.0m | Added +3.0m |
| BlackRock Inc. 0.01% of their portfolio | 19.6m $445.0m | Added +3.8m |
| NORGES BANK 0.06% of their portfolio | 13.0m $295.0m | Added +2.0m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 8.4m $190.3m | Added +5.2m |
| STATE STREET CORP 0.01% of their portfolio | 7.7m $174.6m | Added +1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.8m $131.1m | Added +1.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 5.1m $115.4m | Reduced -44.9k |
| LSV ASSET MANAGEMENT 0.25% of their portfolio | 4.7m $107.1m | Added +865.6k |
| Magnetar Financial LLC 2.72% of their portfolio | 4.7m $106.2m | Added +88.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.5m $102.0m | Reduced -277.5k |
| ALPINE ASSOCIATES MANAGEMENT INC. 5.09% of their portfolio | 4.3m $97.1m | Added +454.4k |
| Davidson Kempner Capital Management LP 1.46% of their portfolio | 4.2m $94.5m | Added +3.6m |
| FMR LLC 0.01% of their portfolio | 4.0m $90.1m | Reduced -6.3m |
| YALE UNIVERSITY 86.22% of their portfolio | 3.9m $88.1m | Reduced -383.0k |
| Sand Grove Capital Management LLP 12.00% of their portfolio | 3.7m $83.5m | Added +1.4m |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 3.5m $78.8m | Reduced -1.7m |
| Segantii Capital Management Ltd 2.85% of their portfolio | 3.3m $75.9m | Reduced -1.9m |
| TIG Advisors, LLC 3.66% of their portfolio | 3.3m $74.2m | Added +1.5m |
| Amundi 0.03% of their portfolio | 3.0m $68.7m | Added +2.8m |
| NOMURA HOLDINGS INC 0.73% of their portfolio | 3.0m $67.8m | Added +195.0k |
| MARSHALL WACE, LLP 0.14% of their portfolio | 2.9m $64.9m | Added +36.6k |
| Westchester Capital Management, LLC 2.22% of their portfolio | 2.8m $64.7m | New |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 2.5m $57.5m | Added +634.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 2.5m $57.3m | Reduced -1.6m |
| LUBERT-ADLER MANAGEMENT COMPANY, LP 96.02% of their portfolio | 2.5m $56.9m | Reduced -1.4k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 2.5m $56.6m | Added +1.7m |
| California Public Employees Retirement System 0.05% of their portfolio | 2.4m $55.5m | Added +269.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.3m $51.5m | Added +287.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.2m $50.8m | Added +1.1m |
| Nekton Capital Ltd. 7.99% of their portfolio | 2.2m $50.4m | Added +884.3k |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 2.2m $50.1m | Reduced -1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio | 2.2m $49.3m | Reduced -4.5m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.1m $47.7m | Added +508.2k |
| Hudson Bay Capital Management LP 0.21% of their portfolio | 2.0m $44.6m | Reduced -373.9k |
| Melqart Asset Management (UK) Ltd 3.18% of their portfolio | 2.0m $44.6m | Reduced -66.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.9m $43.4m | Reduced -101.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.13% of their portfolio | 1.9m $42.4m | Reduced -41.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.20% of their portfolio | 1.8m $41.5m | Reduced -601.6k |
| NATIXIS 0.32% of their portfolio | 1.8m $41.1m | Added +1.5m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 1.7m $39.1m | Reduced -188.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.7m $39.0m | Added +470.2k |
| BARCLAYS PLC 0.02% of their portfolio | 1.6m $37.3m | Added +882.3k |
| Weiss Asset Management LP 2.96% of their portfolio | 1.6m $37.3m | Added +1.2m |
| PRIVATE MANAGEMENT GROUP INC 1.46% of their portfolio | 1.6m $35.6m | Reduced -4.2k |
| SEIZERT CAPITAL PARTNERS, LLC 1.80% of their portfolio | 1.5m $33.9m | Added +29.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $33.4m | Added +673.3k |
| AQR Arbitrage LLC 1.50% of their portfolio | 1.5m $33.3m | Added +437.7k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 1.4m $32.1m | Reduced -2.5m |
| UBS Group AG 0.01% of their portfolio | 1.3m $28.6m | Added +96.1k |
| WATER ISLAND CAPITAL LLC 2.58% of their portfolio | 1.2m $28.4m | Added +385.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.2m $27.9m | Reduced -711.4k |
| Woodline Partners LP 0.32% of their portfolio | 1.2m $27.0m | New |
| MANGROVE PARTNERS IM, LLC 2.04% of their portfolio | 1.2m $26.7m | Unchanged |
| WHITEBOX ADVISORS LLC 1.24% of their portfolio | 1.1m $25.2m | Added +470.7k |
| Palliser Capital (UK) Ltd 39.17% of their portfolio | 1.1m $24.8m | Reduced -162.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $24.5m | Added +861.3k |
| SCOUT INVESTMENTS, INC. 0.55% of their portfolio | 1.1m $24.1m | Reduced -224.0k |
| Swiss National Bank 0.02% of their portfolio | 1.0m $23.2m | Reduced -13.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.0m $22.9m | Reduced -159.5k |
| HBK INVESTMENTS L P 0.50% of their portfolio | 993.3k $22.6m | Reduced -281.8k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 989.9k $22.5m | Reduced -38.9k |
| Legal & General Group Plc 0.01% of their portfolio | 978.7k $22.3m | Added +24.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% of their portfolio | 973.2k $22.1m | New |
| Bridgewater Associates, LP 0.13% of their portfolio | 952.0k $21.7m | Added +305.4k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 930.1k $21.2m | Added +862.9k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 920.9k $21.0m | New |
| Dynamic Technology Lab Private Ltd 1.97% of their portfolio | 866.7k $19.7m | New |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 857.2k $19.5m | Added +34.0k |
| GABELLI FUNDS LLC 0.16% of their portfolio | 853.0k $19.4m | Added +10.0k |
| GABELLI & Co INVESTMENT ADVISERS, INC. 2.97% of their portfolio | 802.5k $18.3m | Added +22.5k |
| Calamos Advisors LLC 0.10% of their portfolio | 798.4k $18.2m | Unchanged |
| AMERICAN FINANCIAL GROUP INC 6.15% of their portfolio | 786.8k $17.9m | Unchanged |
| Berry Street Capital Management LLP 7.44% of their portfolio | 762.5k $17.3m | Reduced -237.5k |
| READYSTATE ASSET MANAGEMENT LP 1.43% of their portfolio | 754.2k $17.2m | Added +731.4k |
| One Fin Capital Management LP 6.78% of their portfolio | 735.0k $16.7m | Added +185.0k |
| Schechter Investment Advisors, LLC 1.60% of their portfolio | 725.4k $16.5m | Reduced -41.7k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 710.8k $16.2m | Reduced -92.5k |
| ING GROEP NV 0.14% of their portfolio | 694.1k $15.8m | Reduced -544.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 690.1k $16.3m | Added +414.8k |
| Boston Partners 0.02% of their portfolio | 637.1k $14.5m | Reduced -17.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 630.6k $14.3m | Added +19.8k |
| Diameter Capital Partners LP 5.37% of their portfolio | 625.0k $14.2m | New |
| Versor Investments LP 2.79% of their portfolio | 605.6k $13.8m | Reduced -94.6k |
| Invesco Ltd. 0.00% of their portfolio | 605.1k $13.8m | Added +120.7k |
| TOWERVIEW LLC 9.08% of their portfolio | 600.0k $13.7m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 598.5k $13.6m | Reduced -4.1m |
| LMR Partners LLP 0.30% of their portfolio | 597.7k $13.6m | Added +374.0k |
| Beryl Capital Management LLC 1.73% of their portfolio | 596.6k $13.6m | Reduced -377.9k |
| MARTINGALE ASSET MANAGEMENT L P 0.28% of their portfolio | 580.3k $13.2m | Reduced -172.7k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 517.0k $11.7m | Added +256.5k |
| Miramar Capital, LLC 3.17% of their portfolio | 512.7k $11.7m | Unchanged |
| BARDIN HILL MANAGEMENT PARTNERS LP 3.82% of their portfolio | 511.0k $11.6m | Added +69.0k |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 502.0k $11.4m | Added +476.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 489.3k $11.1m | Added +29.4k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 483.8k $11.0m | Added +81.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 478.7k $10.9m | Added +4.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 476.7k $10.8m | Reduced -28.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 475.7k $10.8m | Reduced -9.3k |
| Edge Capital Group, LLC 0.67% of their portfolio | 456.1k $10.4m | Added +2.7k |