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 ($9.3m this quarter). Holder counts are more reliable. Shares outstanding: 577.4m as of 2024-04-18, 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 ≈ $21.43. Options: 36 managers hold calls ($402.6m notional), 29 hold puts ($154.2m).
Trends to Q1 2024
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 |
| Q4 2023 | 433 |
| Q1 2024 | 431 |
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 |
| Q4 2023 | 212 | 181 |
| Q1 2024 | 224 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $202.4m | $84.4m | 0.42 |
| Q3 2023 | $171.0m | $140.5m | 0.82 |
| Q4 2023 | $402.4m | $197.2m | 0.49 |
| Q1 2024 | $402.6m | $154.2m | 0.38 |
Biggest buyers
| MORGAN STANLEY | Added | +7.2m |
| Parsifal Capital Management, LP | New | +6.8m |
| GOLDMAN SACHS GROUP INC | Added | +4.3m |
| Balyasny Asset Management L.P. | Added | +3.9m |
| BARCLAYS PLC | Added | +2.4m |
| Qube Research & Technologies Ltd | Added | +2.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.9m |
| Andra AP-fonden | New | +1.6m |
| Melqart Asset Management (UK) Ltd | Added | +1.5m |
Biggest sellers
| YALE UNIVERSITY | Sold out | -3.9m |
| Segantii Capital Management Ltd | Reduced | -3.2m |
| NOMURA HOLDINGS INC | Reduced | -2.6m |
| TOMS Capital Investment Management LP | Reduced | -1.6m |
| Amundi | Reduced | -1.5m |
| Nekton Capital Ltd. | Reduced | -1.3m |
| Davidson Kempner Capital Management LP | Reduced | -1.1m |
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.1m |
| Westchester Capital Management, LLC | Reduced | -995.8k |
Biggest calls
| TOMS Capital Investment Management LP | Added | $122.4m5.7m shares |
| GOLDMAN SACHS GROUP INC | Added | $101.8m4.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $42.4m2.0m shares |
| LMR Partners LLP | Added | $32.5m1.5m shares |
| GROUP ONE TRADING LLC | Reduced | $16.1m752.4k shares |
| Marathon Trading Investment Management LLC | New | $9.0m418.3k shares |
| Caption Management, LLC | Reduced | $8.1m377.4k shares |
| SUMMIT SECURITIES GROUP LLC | Added | $7.0m326.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $6.7m313.6k shares |
| HBK INVESTMENTS L P | Not comparable | $6.4m300.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $23.3m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $22.7m1.1m shares |
| STATE OF WISCONSIN INVESTMENT BOARD | New | $19.3m900.0k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $17.2m800.0k shares |
| Pentwater Capital Management LP | Unchanged | $17.2m800.0k shares |
| TIG Advisors, LLC | Added | $10.7m500.2k shares |
| Verition Fund Management LLC | Added | $10.2m475.0k shares |
| SIMPLEX TRADING, LLC | Added | $6.8m316.3k shares |
| LMR Partners LLP | Reduced | $4.3m201.0k shares |
| GTS SECURITIES LLC | New | $3.9m183.9k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Cerberus Capital Management, L.P. 79.34% of their portfolio | 151.8m $3.3bn | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 33.2m $711.0m | Added +335.8k |
| BlackRock Inc. 0.01% of their portfolio | 20.4m $438.1m | Reduced -1.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 14.9m $320.0m | Reduced -1.1m |
| NORGES BANK 0.05% of their portfolio | 13.8m $296.2m | Added +229.2k |
| MORGAN STANLEY 0.01% of their portfolio | 10.6m $226.7m | Added +7.2m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 9.8m $210.1m | Added +4.3m |
| STATE STREET CORP 0.01% of their portfolio | 8.4m $180.9m | Added +255.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 8.1m $173.2m | Added +1.9m |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 7.4m $158.6m | Added +1.9m |
| Parsifal Capital Management, LP 10.08% of their portfolio | 6.8m $146.0m | New |
| Balyasny Asset Management L.P. 0.37% of their portfolio | 6.6m $142.5m | Added +3.9m |
| BARCLAYS PLC 0.06% of their portfolio | 6.0m $128.9m | Added +2.4m |
| LSV ASSET MANAGEMENT 0.23% of their portfolio | 5.1m $108.9m | Added +85.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 5.0m $106.8m | Reduced -34.0k |
| ALPINE ASSOCIATES MANAGEMENT INC. 3.90% of their portfolio | 4.7m $100.1m | Added +266.3k |
| MARSHALL WACE, LLP 0.16% of their portfolio | 4.6m $97.8m | Added +814.1k |
| Magnetar Financial LLC 1.89% of their portfolio | 3.9m $84.4m | Unchanged |
| Melqart Asset Management (UK) Ltd 6.24% of their portfolio | 3.9m $83.9m | Added +1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.7m $79.3m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.0m $65.1m | Added +1.3m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.12% of their portfolio | 3.0m $63.3m | Added +1.1m |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 2.9m $61.4m | Added +2.2m |
| FMR LLC 0.00% of their portfolio | 2.8m $61.0m | Reduced -940.6k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 2.8m $60.2m | Added +30.6k |
| California Public Employees Retirement System 0.04% of their portfolio | 2.5m $53.3m | Added +1.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.5m $52.9m | Reduced -107.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $52.3m | Added +147.9k |
| AQR Arbitrage LLC 1.78% of their portfolio | 2.4m $50.9m | Added +562.7k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1.43% of their portfolio | 2.3m $49.6m | Added +799.8k |
| Sand Grove Capital Management LLP 11.17% of their portfolio | 2.3m $48.8m | Added +94.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.17% of their portfolio | 2.2m $48.1m | Added +292.1k |
| MANGROVE PARTNERS IM, LLC 3.34% of their portfolio | 2.1m $45.8m | Added +962.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.0m $43.9m | Reduced -102.4k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.0m $42.1m | Added +962.1k |
| Invesco Ltd. 0.01% of their portfolio | 1.9m $41.7m | Added +1.1m |
| WATER ISLAND CAPITAL LLC 4.66% of their portfolio | 1.9m $41.1m | Added +230.9k |
| LMR Partners LLP 1.04% of their portfolio | 1.9m $40.8m | Added +460.9k |
| LUBERT-ADLER MANAGEMENT COMPANY, LP 94.24% of their portfolio | 1.8m $38.8m | Reduced -665.4k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 1.8m $38.1m | Added +142.9k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 1.7m $36.2m | Reduced -243.2k |
| READYSTATE ASSET MANAGEMENT LP 1.25% of their portfolio | 1.6m $35.0m | Added +398.0k |
| TIG Advisors, LLC 4.03% of their portfolio | 1.6m $34.6m | Reduced -97.0k |
| TOMS Capital Investment Management LP 2.23% of their portfolio | 1.6m $34.3m | Reduced -1.6m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.12% of their portfolio | 1.6m $34.3m | Added +733.0k |
| Andra AP-fonden 0.59% of their portfolio | 1.6m $33.4m | New |
| PRIVATE MANAGEMENT GROUP INC 1.26% of their portfolio | 1.6m $33.3m | Added +3.2k |
| Woodline Partners LP 0.31% of their portfolio | 1.5m $33.0m | Added +740.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.09% of their portfolio | 1.5m $32.6m | Reduced -74.4k |
| SEIZERT CAPITAL PARTNERS, LLC 1.50% of their portfolio | 1.5m $32.5m | Added +24.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $32.4m | Added +47.3k |
| Calamos Advisors LLC 0.16% of their portfolio | 1.5m $32.3m | Unchanged |
| Westchester Capital Management, LLC 1.31% of their portfolio | 1.4m $31.0m | Reduced -995.8k |
| Verition Fund Management LLC 0.29% of their portfolio | 1.4m $29.9m | Added +908.7k |
| Palliser Capital (UK) Ltd 36.36% of their portfolio | 1.2m $26.7m | Reduced -173.9k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 1.2m $25.9m | Added +116.6k |
| ING GROEP NV 0.18% of their portfolio | 1.2m $26.0m | Added +638.2k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $25.9m | Added +139.7k |
| WHITEBOX ADVISORS LLC 0.91% of their portfolio | 1.1m $24.0m | Reduced -431.6k |
| Swiss National Bank 0.02% of their portfolio | 1.0m $22.2m | Reduced -45.1k |
| UBS Group AG 0.01% of their portfolio | 1.0m $21.9m | Reduced -349.7k |
| Segantii Capital Management Ltd 2.04% of their portfolio | 975.0k $20.9m | Reduced -3.2m |
| PSquared Asset Management AG 3.17% of their portfolio | 947.1k $20.3m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 902.6k $19.4m | Reduced -27.0k |
| Hudson Bay Capital Management LP 0.16% of their portfolio | 877.0k $18.8m | Added +292.6k |
| GABELLI FUNDS LLC 0.14% of their portfolio | 856.8k $18.4m | Reduced -16.5k |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 836.6k $17.9m | Added +749.0k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 833.9k $17.9m | Reduced -1.2k |
| Davidson Kempner Capital Management LP 0.26% of their portfolio | 816.1k $17.5m | Reduced -1.1m |
| GABELLI & Co INVESTMENT ADVISERS, INC. 3.00% of their portfolio | 804.6k $17.3m | Added +16.5k |
| AMERICAN FINANCIAL GROUP INC 6.34% of their portfolio | 786.8k $16.9m | Unchanged |
| CITIGROUP INC 0.02% of their portfolio | 743.6k $15.9m | Added +427.7k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 710.9k $15.2m | Added +140.1k |
| Schechter Investment Advisors, LLC 1.14% of their portfolio | 709.2k $15.2m | Reduced -67.7k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 708.0k $15.2m | Reduced -89.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 694.7k $14.9m | Reduced -389.8k |
| Amundi 0.01% of their portfolio | 692.6k $14.2m | Reduced -1.5m |
| Allianz Asset Management GmbH 0.02% of their portfolio | 691.4k $14.8m | Added +315.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 691.1k $14.8m | Added +1.9k |
| Murchinson Ltd. 1.65% of their portfolio | 686.5k $14.7m | New |
| Pentwater Capital Management LP 0.24% of their portfolio | 680.0k $14.6m | Added +6.7k |
| Bridgewater Associates, LP 0.07% of their portfolio | 664.9k $14.3m | Reduced -208.8k |
| TOWERVIEW LLC 8.54% of their portfolio | 600.0k $12.9m | Unchanged |
| CAXTON ASSOCIATES LP 0.81% of their portfolio | 557.4k $12.0m | Added +497.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 553.8k $11.9m | Reduced -77.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.33% of their portfolio | 543.3k $11.6m | Added +343.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.23% of their portfolio | 533.4k $11.4m | Reduced -29.0k |
| BARDIN HILL MANAGEMENT PARTNERS LP 4.80% of their portfolio | 527.0k $11.3m | Added +93.2k |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 487.2k $10.2m | Added +48.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 469.0k $10.1m | Reduced -21.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 468.6k $10.0m | Reduced -12.0k |
| Nekton Capital Ltd. 2.30% of their portfolio | 460.8k $9.9m | Reduced -1.3m |
| Holocene Advisors, LP 0.04% of their portfolio | 454.6k $9.7m | New |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 448.6k $9.6m | Added +435.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 422.3k $9.1m | Added +228.8k |
| Achmea Investment Management B.V. 0.17% of their portfolio | 415.2k $8.9m | Reduced -1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 408.2k $8.8m | Reduced -261.3k |
| Athos Capital Ltd 10.86% of their portfolio | 406.6k $8.7m | Added +73.7k |
| Quinn Opportunity Partners LLC 0.94% of their portfolio | 388.4k $8.3m | Reduced -70.4k |
| ClearAlpha Technologies LP 3.55% of their portfolio | 387.5k $8.3m | Added +110.5k |