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Alico
ALCO

Overview Fund Activity

77 hedge funds and large institutions have $115M invested in Alico in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
29
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.12M
3
BlackRock
3
BlackRock
New York
$14.6M
4
MCC
4
Money Concepts Capital
Florida
$600K
5
TL
5
TowerView LLC
New York
$6.26M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.76M
2
NGA
2
Naples Global Advisors
Florida
$1.6M
3
PRCP
3
Pacific Ridge Capital Partners
Oregon
$6.05M
4
Franklin Resources
4
Franklin Resources
California
$3M
5
MAM
5
Monaco Asset Management
Monaco
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$603K -$75.9K -2,610 -11%
MCC
27
Money Concepts Capital
Florida
$600K +$600K +20,646 New
Bank of America
28
Bank of America
North Carolina
$566K +$41.1K +1,414 +8%
Charles Schwab
29
Charles Schwab
California
$538K – – –
WDA
30
Wendell David Associates
New Hampshire
$520K – – –
LCM
31
LDR Capital Management
New York
$511K +$55.7K +1,914 +12%
Citadel Advisors
32
Citadel Advisors
Florida
$448K +$166K +5,692 +59%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$419K +$117K +4,015 +39%
Stifel Financial
34
Stifel Financial
Missouri
$419K -$53.8K -1,849 -11%
UBS Group
35
UBS Group
Switzerland
$415K +$107K +3,667 +35%
MAM
36
Marquette Asset Management
Minnesota
$394K -$4.13K -142 -1%
EF
37
Empowered Funds
Pennsylvania
$374K +$33.5K +1,152 +10%
Goldman Sachs
38
Goldman Sachs
New York
$363K -$14.1K -485 -4%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$353K +$93.4K +3,213 +36%
MC
40
Moors & Cabot
Massachusetts
$336K +$11.6K +400 +4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$306K -$814 -28 -0.3%
AA
42
Ancora Advisors
Ohio
$296K +$296K +10,183 New
Barclays
43
Barclays
United Kingdom
$285K +$250K +8,584 +720%
HCP
44
Holt Capital Partners
Texas
$242K +$5.38K +185 +2%
TCA
45
Transcend Capital Advisors
New Jersey
$232K +$232K +7,988 New
VEA
46
Virtus ETF Advisers
New York
$229K -$1.48K -51 -0.6%
HA
47
Harbor Advisors
Florida
$224K +$224K +7,703 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$130K -$379 -13 -0.3%
SG Americas Securities
49
SG Americas Securities
New York
$120K +$120K +4,119 New
Deutsche Bank
50
Deutsche Bank
Germany
$116K +$116K +3,991 New
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