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55 hedge funds and large institutions have $76.6M invested in Alico in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 5655 (-1)

7% less capital invested

Capital invested by funds: $82.6M → $76.6M (-$5.98M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$268K +$269K +6,909 New
Goldman Sachs
27
Goldman Sachs
New York
$249K -$176K -4,506 -41%
HVIA
28
Hudson Valley Investment Advisors
New York
$231K
HCP
29
Holt Capital Partners
Texas
$215K +$216K +5,539 New
RMDI
30
R.M. Davis Inc
Maine
$214K
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$204K +$3.9K +100 +2%
KBC Group
32
KBC Group
Belgium
$142K +$10.7K +274 +8%
TA
33
Teachers Advisors
New York
$134K
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$108K
T
35
Tinicum
New York
$97K
Swiss National Bank
36
Swiss National Bank
Switzerland
$93K
NFA
37
Nationwide Fund Advisors
Ohio
$89K
BA
38
BlackRock Advisors
Delaware
$78K +$6.94K +178 +10%
AIG
39
American International Group
New York
$74.4K -$780 -20 -1%
US Bancorp
40
US Bancorp
Minnesota
$74K +$74.1K +1,900 New
Deutsche Bank
41
Deutsche Bank
Germany
$64K -$148K -3,800 -69%
PAM
42
Panagora Asset Management
Massachusetts
$36K
Citigroup
43
Citigroup
New York
$36K +$33.4K +857 +1,242%
BG
44
BlackRock Group
United Kingdom
$30K
U
45
UBS
Switzerland
$22K +$8.22K +211 +61%
Bank of America
46
Bank of America
North Carolina
$20K -$4.29K -110 -18%
TRCT
47
Tower Research Capital (TRC)
New York
$18K -$5.3K -136 -23%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$10K
Wells Fargo
49
Wells Fargo
California
$8K
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$5K -$12.9K -332 -71%

ALCO Hedge Fund Activity: Q4 2013 in Review

55 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2013, worth a combined $76.6M — down 7.2% from $82.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ALCO and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 14 added.

The largest buyer was Zacks Investment Management, opening a new position worth an estimated $348K. The largest seller was Loeb Offshore Management, exiting entirely with an estimated $2.05M sold.

  • 55 institutional investors held Alico (ALCO) as of Q4 2013, down from 56 in Q3 2013.
  • Funds reported $76.6M of Alico stock for Q4 2013, down 7.2% quarter-over-quarter.
  • 5 funds opened new Alico positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest Alico buyer in Q4 2013 was Zacks Investment Management, an estimated $348K added.
  • The largest Alico seller in Q4 2013 was Loeb Offshore Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2013.