Among active 13F managers last quarter, 4 opened and 5 added, while 8 reduced; the largest holder to move was AQR Arbitrage LLC (−3.3%). No open-market insider trades in the last 180 days.
No leg leans either way.
48 tracked 13F filers disclose a position in ALDF as of the latest SEC 13F filings, a combined $229.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harraden Circle Investments, LLC | 2.4M | $25.1M | —Held | Q2 2026 | |
| 2 | Magnetar Financial LLC | 1.9M | $20.3M | —Held | Q2 2026 | |
| 3 | AQR Arbitrage LLC | 1.5M | $15.6M | ▼−3.3% Reduced · −50K sh | Q2 2026 | |
| 4 | LMR Partners LLP | 1.2M | $12.8M | —Held | Q2 2026 | |
| 5 | Westchester Capital Management, LLC | 1.2M | $12.4M | —Held | Q2 2026 | |
| 6 | Hudson Bay Capital Management LP | 1.1M | $11.8M | —Held | Q2 2026 | |
| 7 | Linden Advisors LP | 950K | $10.0M | —Held | Q1 2026 | |
| 8 | Ghisallo Capital Management LLC | 900K | $9.6M | —Held | Q2 2026 | |
| 9 | D. E. Shaw & Co., Inc. | 880K | $9.3M | —Held | Q1 2026 | |
| 10 | Picton Mahoney Asset Management | 763K | $8.2M | ▲+1.7% Added · +13K sh | Q2 2026 | |
| 11 | Wealthspring Capital LLC | 722K | $7.7M | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 12 | Tenor Capital Management Co., L.P. | 699K | $7.5M | —Held | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 605K | $6.4M | —Held | Q1 2026 | |
| 14 | Rivernorth Capital Management, LLC | 564K | $6.1M | ▼−0.1% Reduced · −368 sh | Q2 2026 | |
| 15 | Two Sigma Investments, LP | 500K | $5.3M | —Held | Q1 2026 | |
| 16 | Berkley W R Corp | 475K | $5.0M | ▲+12% Added · +50K sh | Q1 2026 | |
| 17 | Meteora Capital, LLC | 423K | $4.5M | ▼−46% Reduced · −354K sh | Q2 2026 | |
| 18 | Whitebox Advisors LLC | 400K | $4.3M | —Held | Q2 2026 | |
| 19 | Toronto Dominion Bank | 400K | $4.2M | —Held | Q1 2026 | |
| 20 | Gritstone Asset Management LLC | 394K | $4.2M | —Held | Q2 2026 | |
| 21 | Radcliffe Capital Management, L.P. | 380K | $4.1M | —Held | Q2 2026 | |
| 22 | Highbridge Capital Management LLC | 371K | $4.0M | ▲4k× Added · +371K sh | Q2 2026 | |
| 23 | Periscope Capital Inc. | 350K | $3.7M | —Held | Q2 2026 | |
| 24 | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 350K | $3.7M | ▼−13% Reduced · −50K sh | Q1 2026 | |
| 25 | Fort Baker Capital Management LP | 254K | $2.7M | ▼−44% Reduced · −200K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ALDF and 5 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Cantor Equity Partners-CL ACEPV | 35 funds | $118.2M |
| Eqv Ventures Acquisition C-AEVAC | 34 funds | $236.8M |
| Cantor Equity Partners-CL ACEPF | 33 funds | $207.5M |
| Republic Digital Acquis-CL ARDAG | 33 funds | $175.3M |
| Launch Two Acquisition- CL ALPBB | 33 funds | $173.2M |
| Wen Acquisition Corp-AWENN | 33 funds | $158.9M |
| Cal Redwood Acquisit-CL ACRAQ | 32 funds | $166.4M |
| Viking Acquisition Corp - AVACI | 32 funds | $141.0M |
| Axiom Intelligence-CL AAXIN | 32 funds | $131.6M |
| Mountain Lake Acquisiti-CL AMLAA | 31 funds | $206.3M |
| Oyster Enterprises II Acq-AOYSE | 31 funds | $176.5M |
| Blue Water Acquisition C-ABLUW | 31 funds | $173.7M |
Ranked by how many of ALDF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALDF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 23, 2024 | Aldel Investors II LLC | 10% Owner | Buy (P) | 478K | — |
| Oct 23, 2024 | Kauffman Robert I | Chief Executive Officer, Director, 10% Owner | Buy (P) | 478K | — |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 12 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| ALDFthis pageEquity | 48 funds | $229.2M |
| ALDFWWarrant | 31 funds | $3.3M |
| ALDFUUNIT 09/26/2031 | 6 funds | $519K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ALDF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALDF/capital-change-brief"
Use Arkolith's capital_change_brief for ALDF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALDF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.