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 ($6.9m this quarter). Holder counts are more reliable. Shares outstanding: 579.1m as of 2024-07-19, 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 ≈ $19.75. Options: 27 managers hold calls ($135.7m notional), 21 hold puts ($74.6m).
Trends to Q2 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 |
| Q2 2024 | 449 |
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 |
| Q2 2024 | 241 | 176 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $171.0m | $140.5m | 0.82 |
| Q4 2023 | $402.4m | $197.2m | 0.49 |
| Q1 2024 | $402.6m | $154.2m | 0.38 |
| Q2 2024 | $135.7m | $74.6m | 0.55 |
Biggest buyers
| FMR LLC | Added | +6.1m |
| DEUTSCHE BANK AG\ | Added | +5.7m |
| BARCLAYS PLC | Added | +3.0m |
| VANGUARD GROUP INC | Added | +2.9m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +1.2m |
| Amundi | Added | +1.1m |
| Bank of New York Mellon Corp | Added | +956.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +924.5k |
| LUBERT-ADLER MANAGEMENT COMPANY, LP | Added | +852.9k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +806.8k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -8.5m |
| MORGAN STANLEY | Reduced | -8.1m |
| JPMORGAN CHASE & CO | Reduced | -6.6m |
| Balyasny Asset Management L.P. | Reduced | -3.0m |
| TIG Advisors, LLC | Sold out | -1.6m |
| TOMS Capital Investment Management LP | Sold out | -1.6m |
| D. E. Shaw & Co., Inc. | Reduced | -1.6m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -838.2k |
| Schechter Investment Advisors, LLC | Sold out | -709.2k |
| Palliser Capital (UK) Ltd | Reduced | -691.5k |
Biggest calls
| LMR Partners LLP | Added | $41.5m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $23.3m1.2m shares |
| Maven Securities LTD | New | $11.5m580.8k shares |
| HBK INVESTMENTS L P | Unchanged | $5.9m300.0k shares |
| Hudson Bay Capital Management LP | Unchanged | $5.9m300.0k shares |
| GROUP ONE TRADING LLC | Reduced | $5.9m296.6k shares |
| BARDIN HILL MANAGEMENT PARTNERS LP | Added | $4.8m241.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $4.7m240.0k shares |
| NOMURA HOLDINGS INC | Reduced | $4.5m228.5k shares |
| Schonfeld Strategic Advisors LLC | Unchanged | $4.0m200.0k shares |
Biggest puts
| Pentwater Capital Management LP | Reduced | $13.8m700.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.8m650.0k shares |
| Maven Securities LTD | New | $12.3m624.7k shares |
| GROUP ONE TRADING LLC | Reduced | $9.3m469.4k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $8.9m450.0k shares |
| Verition Fund Management LLC | Reduced | $5.4m275.0k shares |
| Centiva Capital, LP | Added | $4.0m200.0k shares |
| CITADEL ADVISORS LLC | Added | $2.3m118.6k shares |
| Hunting Hill Global Capital, LLC | Added | $1.7m85.6k shares |
| Caption Management, LLC | Added | $790.0k40.0k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 2 | $2.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-01 | Larson Robert Bruce SVP & Chief Accounting Officer | Sold | $493.1k24.4k shares |
| 2024-04-30 | DHANDA ANUJ Chief Tech &Transformation Off | Sold | $2.0m100.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Cerberus Capital Management, L.P. 82.36% of their portfolio | 151.8m $3.0bn | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 36.0m $711.9m | Added +2.9m |
| BlackRock Inc. 0.01% of their portfolio | 21.2m $417.9m | Added +726.4k |
| NORGES BANK 0.04% of their portfolio | 14.1m $278.3m | Added +273.9k |
| BARCLAYS PLC 0.08% of their portfolio | 9.0m $178.5m | Added +3.0m |
| FMR LLC 0.01% of their portfolio | 9.0m $176.8m | Added +6.1m |
| STATE STREET CORP 0.01% of their portfolio | 8.5m $167.4m | Added +34.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 8.5m $167.1m | Added +382.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 8.3m $164.4m | Reduced -6.6m |
| Parsifal Capital Management, LP 10.03% of their portfolio | 7.0m $137.5m | Added +152.2k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 6.6m $129.6m | Reduced -838.2k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 6.1m $120.1m | Added +5.7m |
| LSV ASSET MANAGEMENT 0.22% of their portfolio | 5.0m $99.6m | Reduced -37.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 4.9m $97.4m | Reduced -50.3k |
| MARSHALL WACE, LLP 0.14% of their portfolio | 4.9m $97.2m | Added +362.8k |
| ALPINE ASSOCIATES MANAGEMENT INC. 4.43% of their portfolio | 4.7m $92.2m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 4.6m $91.3m | Added +924.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.15% of their portfolio | 4.2m $82.9m | Added +1.2m |
| Melqart Asset Management (UK) Ltd 7.27% of their portfolio | 3.9m $77.5m | Added +9.0k |
| Magnetar Financial LLC 1.62% of their portfolio | 3.9m $77.4m | Reduced -15.4k |
| Balyasny Asset Management L.P. 0.18% of their portfolio | 3.6m $71.3m | Reduced -3.0m |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 3.5m $68.6m | Added +668.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.4m $67.7m | Added +956.7k |
| Qube Research & Technologies Ltd 0.12% of their portfolio | 3.3m $65.3m | Added +443.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.8m $55.9m | Reduced -202.9k |
| LUBERT-ADLER MANAGEMENT COMPANY, LP 96.04% of their portfolio | 2.7m $52.6m | Added +852.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.6m $50.4m | Added +112.1k |
| AQR Arbitrage LLC 1.29% of their portfolio | 2.5m $49.7m | Added +132.5k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $49.5m | Reduced -8.1m |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1.37% of their portfolio | 2.4m $48.1m | Added +123.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.16% of their portfolio | 2.4m $47.5m | Added +161.9k |
| MANGROVE PARTNERS IM, LLC 3.38% of their portfolio | 2.1m $42.2m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.1m $41.5m | Added +54.0k |
| Sand Grove Capital Management LLP 12.09% of their portfolio | 2.1m $41.3m | Reduced -183.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.0m $40.4m | Added +534.0k |
| California Public Employees Retirement System 0.03% of their portfolio | 2.0m $40.3m | Reduced -443.7k |
| LMR Partners LLP 0.86% of their portfolio | 2.0m $40.0m | Added +119.5k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.0m $39.8m | Added +51.6k |
| PRIVATE MANAGEMENT GROUP INC 1.50% of their portfolio | 2.0m $39.0m | Added +423.4k |
| WATER ISLAND CAPITAL LLC 3.93% of their portfolio | 1.9m $37.3m | Reduced -30.5k |
| READYSTATE ASSET MANAGEMENT LP 1.75% of their portfolio | 1.9m $36.8m | Added +232.6k |
| Invesco Ltd. 0.01% of their portfolio | 1.8m $36.4m | Reduced -101.6k |
| Amundi 0.01% of their portfolio | 1.8m $36.4m | Added +1.1m |
| Calamos Advisors LLC 0.16% of their portfolio | 1.7m $33.2m | Added +174.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.08% of their portfolio | 1.6m $31.7m | Added +84.6k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 1.5m $30.2m | Reduced -166.1k |
| Andra AP-fonden 0.50% of their portfolio | 1.5m $29.7m | Reduced -54.5k |
| SEIZERT CAPITAL PARTNERS, LLC 1.44% of their portfolio | 1.5m $28.9m | Reduced -50.3k |
| Westchester Capital Management, LLC 1.22% of their portfolio | 1.4m $28.6m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $25.6m | Reduced -8.5m |
| WHITEBOX ADVISORS LLC 1.02% of their portfolio | 1.3m $25.2m | Added +157.2k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $24.6m | Added +39.0k |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 1.2m $24.1m | Reduced -6.3k |
| PSquared Asset Management AG 4.95% of their portfolio | 1.2m $23.9m | Added +264.2k |
| Verition Fund Management LLC 0.18% of their portfolio | 1.2m $23.9m | Reduced -186.5k |
| Davidson Kempner Capital Management LP 0.37% of their portfolio | 1.1m $22.4m | Added +319.9k |
| Hudson Bay Capital Management LP 0.17% of their portfolio | 1.1m $22.4m | Added +256.4k |
| CITIGROUP INC 0.02% of their portfolio | 1.1m $21.7m | Added +356.7k |
| ING GROEP NV 0.12% of their portfolio | 1.1m $20.8m | Reduced -157.3k |
| Swiss National Bank 0.01% of their portfolio | 1.0m $20.2m | Reduced -12.1k |
| UBS Group AG 0.01% of their portfolio | 1.0m $20.2m | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.0m $20.1m | Added +609.2k |
| Woodline Partners LP 0.19% of their portfolio | 1,000.0k $19.7m | Reduced -540.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.06% of their portfolio | 965.8k $19.1m | Reduced -633.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 954.4k $18.8m | Added +806.8k |
| GABELLI & Co INVESTMENT ADVISERS, INC. 2.80% of their portfolio | 849.5k $16.8m | Added +44.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 844.9k $16.7m | Reduced -57.7k |
| GABELLI FUNDS LLC 0.13% of their portfolio | 840.4k $16.6m | Reduced -16.4k |
| Squarepoint Ops LLC 0.06% of their portfolio | 816.8k $16.1m | Added +515.8k |
| AMERICAN FINANCIAL GROUP INC 6.67% of their portfolio | 786.8k $15.5m | Unchanged |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 730.0k $14.4m | Added +19.1k |
| Murchinson Ltd. 2.91% of their portfolio | 686.5k $13.6m | Unchanged |
| Trexquant Investment LP 0.20% of their portfolio | 674.4k $13.3m | New |
| Bridgewater Associates, LP 0.07% of their portfolio | 657.0k $13.0m | Reduced -8.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 634.6k $12.5m | Reduced -56.6k |
| TOWERVIEW LLC 8.15% of their portfolio | 630.0k $12.4m | Added +30.0k |
| CAXTON ASSOCIATES LP 0.48% of their portfolio | 615.1k $12.1m | Added +57.8k |
| Antara Capital LP 19.26% of their portfolio | 595.1k $11.8m | Added +547.6k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 569.3k $11.2m | Reduced -264.6k |
| Palliser Capital (UK) Ltd 10.97% of their portfolio | 553.7k $10.9m | Reduced -691.5k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.33% of their portfolio | 543.3k $10.7m | Unchanged |
| BARDIN HILL MANAGEMENT PARTNERS LP 5.72% of their portfolio | 534.7k $10.6m | Added +7.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 534.0k $10.5m | New |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 525.9k $10.4m | Added +332.6k |
| MARTINGALE ASSET MANAGEMENT L P 0.22% of their portfolio | 522.6k $10.3m | Reduced -10.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 521.7k $10.3m | Added +99.3k |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 509.5k $10.0m | Added +22.4k |
| Alberta Investment Management Corp 0.11% of their portfolio | 505.4k $10.0m | Added +188.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 493.4k $9.7m | Reduced -60.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 478.8k $9.5m | Reduced -215.9k |
| NATIXIS 0.06% of their portfolio | 477.1k $9.4m | Added +385.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 461.2k $9.1m | Reduced -7.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 454.4k $9.0m | Reduced -14.2k |
| Achmea Investment Management B.V. 0.16% of their portfolio | 438.9k $8.7m | Added +23.7k |
| ClearAlpha Technologies LP 3.41% of their portfolio | 437.1k $8.6m | Added +49.6k |
| Flow State Investments, L.P. 2.72% of their portfolio | 434.7k $8.6m | Added +156.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 433.8k $8.6m | Added +179.6k |
| Eisler Capital (US) LLC 1.62% of their portfolio | 432.7k $8.5m | Added +149.2k |
| Quinn Opportunity Partners LLC 0.97% of their portfolio | 425.9k $8.4m | Added +37.5k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 411.9k $8.1m | Added +136.7k |