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83 hedge funds and large institutions have $64.9M invested in Alico in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

3.45% less ownership

Funds ownership: 45%41.55% (-3.4%)

9% less funds holding

Funds holding: 9183 (-8)

33% less capital invested

Capital invested by funds: $96.5M → $64.9M (-$31.6M)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
29
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$558K
TC
27
TownSquare Capital
Utah
$529K -$169K -5,829 -21%
HAIM
28
Hunter Associates Investment Management
Pennsylvania
$494K +$139K +4,800 +30%
Morgan Stanley
29
Morgan Stanley
New York
$476K -$295K -10,217 -34%
AAS
30
Ameritas Advisory Services
Nebraska
$467K +$566K +19,585 New
Bank of America
31
Bank of America
North Carolina
$427K +$174K +6,013 +51%
WDA
32
Wendell David Associates
New Hampshire
$426K
Invesco
33
Invesco
Georgia
$416K +$135K +4,686 +37%
Charles Schwab
34
Charles Schwab
California
$393K +$15.2K +525 +3%
RWA
35
Redmont Wealth Advisors
Illinois
$392K +$113K +3,904 +31%
VEA
36
Virtus ETF Advisers
New York
$323K -$763K -26,382 -66%
LCM
37
LDR Capital Management
New York
$307K
Stifel Financial
38
Stifel Financial
Missouri
$272K -$684K -23,662 -68%
HKAM
39
Horizon Kinetics Asset Management
New York
$267K -$11.6K -400 -3%
MC
40
Moors & Cabot
Massachusetts
$264K -$10.1K -350 -3%
AWC
41
Abundance Wealth Counselors
Pennsylvania
$256K -$23.3K -807 -7%
MHS
42
M Holdings Securities
Oregon
$250K -$36.1K -1,250 -11%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$235K +$4.6K +159 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$218K -$347K -11,993 -57%
N
45
Nuveen
North Carolina
$209K -$236K -8,179 -48%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$175K -$146K -5,041 -41%
ACM
47
Aquatic Capital Management
Illinois
$162K +$191K +6,600 +3,300%
JP Morgan Chase
48
JP Morgan Chase
New York
$159K +$92.3K +3,193 +93%
MAM
49
Marquette Asset Management
Minnesota
$140K
UBS Group
50
UBS Group
Switzerland
$116K +$44.9K +1,552 +47%

ALCO Hedge Fund Activity: Q4 2022 in Review

83 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2022, worth a combined $64.9M — down 33% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ALCO and 9 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 29 added.

The largest buyer was TowerView LLC, adding an estimated $2.51M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $4.16M sold.

  • 83 institutional investors held Alico (ALCO) as of Q4 2022, down from 91 in Q3 2022.
  • Funds reported $64.9M of Alico stock for Q4 2022, down 33% quarter-over-quarter.
  • 9 funds opened new Alico positions in Q4 2022 and 16 closed out, a net change of -7 holders.
  • The largest Alico buyer in Q4 2022 was TowerView LLC, an estimated $2.51M added.
  • The largest Alico seller in Q4 2022 was Uniplan Investment Counsel, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2022.