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Alico
ALCO

57 hedge funds and large institutions have $110M invested in Alico in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $100M → $110M (+$9.49M)

0.26% more ownership

Funds ownership: 46.84% → 47.1% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less funds holding

Funds holding: 60 → 57 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
21
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$1.87M
2
BlackRock
BlackRock
New York
+$494K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$492K
4
DCM
Dean Capital Management
Kansas
+$393K
5
JP Morgan Chase
JP Morgan Chase
New York
+$337K

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$2.59M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.37M
3
HFA
Harbert Fund Advisors
Alabama
-$668K
4
MAM
Martingale Asset Management
Massachusetts
-$582K
5
State Street
State Street
Massachusetts
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$640K +$6.06K +197 +1%
PPA
27
Parametric Portfolio Associates
Washington
$627K -$74.4K -2,418 -11%
WDA
28
Wendell David Associates
New Hampshire
$554K – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$522K +$337K +10,953 +186%
Boston Partners
30
Boston Partners
Massachusetts
$453K – – –
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$452K -$40K -1,300 -8%
AAM
32
Advisors Asset Management
Colorado
$451K +$33.9K +1,101 +8%
Wells Fargo
33
Wells Fargo
California
$392K -$21.4K -694 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$338K -$36.2K -1,175 -10%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$318K -$102K -3,302 -24%
Squarepoint
36
Squarepoint
New York
$302K +$299K +9,720 New
HCP
37
Holt Capital Partners
Texas
$250K +$10.3K +335 +4%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$245K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$245K +$243K +7,899 New
HA
40
Harbor Advisors
Florida
$239K – – –
Morgan Stanley
41
Morgan Stanley
New York
$225K +$199K +6,481 +836%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$182K +$69.8K +2,269 +63%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$161K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$118K +$32.7K +1,062 +39%
PAM
45
Panagora Asset Management
Massachusetts
$99K +$65.2K +2,119 +197%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$63K – – –
Barclays
47
Barclays
United Kingdom
$53K -$20.8K -675 -29%
UBS Group
48
UBS Group
Switzerland
$38K +$20.6K +670 +123%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$37.8K +$2.06K +67 +6%
Citigroup
50
Citigroup
New York
$29K +$21.4K +694 +276%
1
2
3

ALCO Hedge Fund Activity: Q4 2020 in Review

57 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2020, worth a combined $110M — up 9.5% from $100M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ALCO and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Ariel Investments, opening a new position worth an estimated $1.87M. The largest seller was Third Avenue Management, cutting an estimated $2.59M.

  • 57 institutional investors held Alico (ALCO) as of Q4 2020, down from 60 in Q3 2020.
  • Funds reported $110M of Alico stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 4 funds opened new Alico positions in Q4 2020 and 7 closed out, a net change of -3 holders.
  • The largest Alico buyer in Q4 2020 was Ariel Investments, an estimated $1.87M added.
  • The largest Alico seller in Q4 2020 was Third Avenue Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2020.