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Alico
ALCO

Overview Fund Activity

74 hedge funds and large institutions have $80M invested in Alico in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
34
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$2.41M
2
OFA
Oak Family Advisors
Illinois
+$1.41M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$869K
4
CM
CM Management
Florida
+$605K
5
BlackRock
BlackRock
New York
+$491K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$756K
2
DI
DFPG Investments
Utah
-$578K
3
TC
TownSquare Capital
Utah
-$529K
4
HAIM
Hunter Associates Investment Management
Pennsylvania
-$494K
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$552K -$306K -12,631 -36%
Bank of America
27
Bank of America
North Carolina
$548K +$115K +4,754 +27%
AAS
28
Ameritas Advisory Services
Nebraska
$487K +$15.8K +655 +3%
RWA
29
Redmont Wealth Advisors
Illinois
$447K +$49.7K +2,053 +12%
Charles Schwab
30
Charles Schwab
California
$438K +$39.9K +1,648 +10%
WDA
31
Wendell David Associates
New Hampshire
$432K – – –
Invesco
32
Invesco
Georgia
$361K -$61.2K -2,527 -14%
AQR Capital Management
33
AQR Capital Management
Connecticut
$357K +$137K +5,651 +62%
LCM
34
LDR Capital Management
New York
$311K – – –
Stifel Financial
35
Stifel Financial
Missouri
$305K +$29.9K +1,235 +11%
VEA
36
Virtus ETF Advisers
New York
$296K -$31.4K -1,298 -10%
UBS Group
37
UBS Group
Switzerland
$284K +$166K +6,869 +142%
QC
38
Quadrature Capital
United Kingdom
$264K +$264K +10,928 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$257K +$18.8K +776 +8%
MC
40
Moors & Cabot
Massachusetts
$253K -$14.5K -600 -5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$252K +$92.2K +3,810 +58%
HKAM
42
Horizon Kinetics Asset Management
New York
$242K -$29K -1,200 -11%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$212K – – –
MHS
44
M Holdings Securities
Oregon
$204K -$49.7K -2,050 -20%
MAM
45
Marquette Asset Management
Minnesota
$201K +$58.5K +2,416 +41%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$108K -$69.3K -2,869 -39%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$108K +$145 +6 +0.1%
Deutsche Bank
48
Deutsche Bank
Germany
$106K +$43.3K +1,788 +69%
Barclays
49
Barclays
United Kingdom
$86K +$45.6K +1,904 +113%
AIG
50
American International Group
New York
$82K +$10.3K +424 +14%
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