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Alico
ALCO

69 hedge funds and large institutions have $119M invested in Alico in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

10% more capital invested

Capital invested by funds: $109M → $119M (+$10.5M)

5% more funds holding

Funds holding: 66 → 69 (+3)

0.72% more ownership

Funds ownership: 41.99% → 42.7% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
21
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UIC
Uniplan Investment Counsel
Wisconsin
+$5.05M
2
OFA
Oak Family Advisors
Illinois
+$2.77M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.73M
4
NGA
Naples Global Advisors
Florida
+$503K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$500K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.75M
2
AA
Ancora Advisors
Ohio
-$1.01M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$820K
4
Two Sigma Investments
Two Sigma Investments
New York
-$780K
5
E
Ergoteles
New York
-$767K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$884K +$294K +8,225 +53%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$832K +$389K +10,903 +94%
RB
28
Rodgers Brothers
Pennsylvania
$779K – – –
HKAM
29
Horizon Kinetics Asset Management
New York
$726K -$42.8K -1,200 -6%
Millennium Management
30
Millennium Management
New York
$697K -$1.75M -49,066 -72%
DIA
31
Dean Investment Associates
Ohio
$694K -$11.7K -327 -2%
WDA
32
Wendell David Associates
New Hampshire
$662K – – –
NSIM
33
North Star Investment Management
Illinois
$627K – – –
State Street
34
State Street
Massachusetts
$627K – – –
EA
35
Ellsworth Advisors
Ohio
$501K +$483K +13,539 New
First Eagle Investment Management
36
First Eagle Investment Management
New York
$481K +$464K +13,000 New
DCM
37
Dean Capital Management
Kansas
$469K +$11.2K +314 +3%
Morgan Stanley
38
Morgan Stanley
New York
$440K +$96.7K +2,710 +30%
6CM
39
683 Capital Management
New York
$355K +$342K +9,595 New
Invesco
40
Invesco
Georgia
$315K -$18.9K -530 -6%
HCP
41
Holt Capital Partners
Texas
$299K – – –
QC
42
Quadrature Capital
United Kingdom
$288K -$327K -9,154 -54%
HA
43
Harbor Advisors
Florida
$285K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$281K +$67.8K +1,900 +33%
Stifel Financial
45
Stifel Financial
Missouri
$280K +$270K +7,567 New
XWM
46
Xcel Wealth Management
Florida
$278K – – –
First Trust Advisors
47
First Trust Advisors
Illinois
$262K +$31.2K +875 +14%
Bank of America
48
Bank of America
North Carolina
$253K -$557K -15,599 -69%
Goldman Sachs
49
Goldman Sachs
New York
$250K +$241K +6,741 New
MC
50
Moors & Cabot
Massachusetts
$229K +$221K +6,195 New
1
2
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ALCO Hedge Fund Activity: Q4 2021 in Review

69 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2021, worth a combined $119M — up 9.6% from $109M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ALCO positions and 10 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $5.05M. The largest seller was Millennium Management, cutting an estimated $1.75M.

  • 69 institutional investors held Alico (ALCO) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $119M of Alico stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 14 funds opened new Alico positions in Q4 2021 and 10 closed out, a net change of +4 holders.
  • The largest Alico buyer in Q4 2021 was Uniplan Investment Counsel, an estimated $5.05M added.
  • The largest Alico seller in Q4 2021 was Millennium Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2021.