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Alico
ALCO

79 hedge funds and large institutions have $119M invested in Alico in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 77 → 79 (+2)

1.55% more ownership

Funds ownership: 51.94% → 53.5% (+1.6%)

4% more capital invested

Capital invested by funds: $115M → $119M (+$4.27M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
21
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.14M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.67M
3
BA
Bard Associates
Illinois
+$1.53M
4
GCCM
Gate City Capital Management
Illinois
+$730K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$558K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.68M
2
BlackRock
BlackRock
New York
-$714K
3
AAS
Ameritas Advisory Services
Nebraska
-$603K
4
Northern Trust
Northern Trust
Illinois
-$407K
5
MAM
Monaco Asset Management
Monaco
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Monaco Asset Management
Monaco
$630K -$386K -13,513 -39%
LCM
27
LDR Capital Management
New York
$601K +$84.6K +2,965 +17%
JP Morgan Chase
28
JP Morgan Chase
New York
$577K +$151K +5,290 +37%
Charles Schwab
29
Charles Schwab
California
$541K – – –
WDA
30
Wendell David Associates
New Hampshire
$523K – – –
Bank of America
31
Bank of America
North Carolina
$480K -$88.3K -3,094 -16%
Stifel Financial
32
Stifel Financial
Missouri
$422K -$171 -6 -0%
EF
33
Empowered Funds
Pennsylvania
$407K +$30K +1,050 +8%
MAM
34
Marquette Asset Management
Minnesota
$397K – – –
UBS Group
35
UBS Group
Switzerland
$397K -$21K -737 -5%
AAG
36
Accordant Advisory Group
Maryland
$392K +$382K +13,394 New
N
37
Nuveen
North Carolina
$355K – – –
MC
38
Moors & Cabot
Massachusetts
$337K -$1.43K -50 -0.4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$312K +$4.71K +165 +2%
AAM
40
Advisors Asset Management
Colorado
$296K -$315K -11,039 -52%
Citadel Advisors
41
Citadel Advisors
Florida
$256K -$190K -6,657 -43%
TCA
42
Transcend Capital Advisors
New Jersey
$253K +$18.2K +639 +8%
Goldman Sachs
43
Goldman Sachs
New York
$249K -$113K -3,971 -32%
WVP
44
Worth Venture Partners
New Jersey
$244K +$238K +8,338 New
HCP
45
Holt Capital Partners
Texas
$244K – – –
HA
46
Harbor Advisors
Florida
$226K – – –
QC
47
Quadrature Capital
United Kingdom
$217K +$211K +7,390 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$199K +$125K +4,365 +182%
Barclays
49
Barclays
United Kingdom
$146K -$137K -4,793 -49%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$131K – – –
1
2
3 4

ALCO Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q1 2024, worth a combined $119M — up 3.7% from $115M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ALCO positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $2.14M. The largest seller was Morgan Stanley, cutting an estimated $1.68M.

  • 79 institutional investors held Alico (ALCO) as of Q1 2024, up from 77 in Q4 2023.
  • Funds reported $119M of Alico stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 7 funds opened new Alico positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest Alico buyer in Q1 2024 was Polar Asset Management Partners, an estimated $2.14M added.
  • The largest Alico seller in Q1 2024 was Morgan Stanley, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2024.