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Alico
ALCO

Overview Fund Activity

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
Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.15%
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

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.71M
3
BA
Bard Associates
Illinois
+$1.58M
4
GCCM
Gate City Capital Management
Illinois
+$749K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$573K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.73M
2
BlackRock
BlackRock
New York
-$733K
3
AAS
Ameritas Advisory Services
Nebraska
-$603K
4
Northern Trust
Northern Trust
Illinois
-$418K
5
MAM
Monaco Asset Management
Monaco
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Monaco Asset Management
Monaco
$630K -$396K -13,513 -39%
LCM
27
LDR Capital Management
New York
$601K +$86.8K +2,965 +17%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$577K +$155K +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 -$90.6K -3,094 -16%
Stifel Financial
32
Stifel Financial
Missouri
$422K -$176 -6 -0%
EF
33
Empowered Funds
Pennsylvania
$407K +$30.7K +1,050 +8%
MAM
34
Marquette Asset Management
Minnesota
$397K – – –
UBS Group
35
UBS Group
Switzerland
$397K -$21.6K -737 -5%
AAG
36
Accordant Advisory Group
Maryland
$392K +$392K +13,394 New
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$355K – – –
MC
38
Moors & Cabot
Massachusetts
$337K -$1.46K -50 -0.4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$312K +$4.83K +165 +2%
AAM
40
Advisors Asset Management
Colorado
$296K -$323K -11,039 -52%
Citadel Advisors
41
Citadel Advisors
Florida
$256K -$195K -6,657 -43%
TCA
42
Transcend Capital Advisors
New Jersey
$253K +$18.7K +639 +8%
Goldman Sachs
43
Goldman Sachs
New York
$249K -$116K -3,971 -32%
WVP
44
Worth Venture Partners
New Jersey
$244K +$244K +8,338 New
HCP
45
Holt Capital Partners
Texas
$244K – – –
HA
46
Harbor Advisors
Florida
$226K – – –
QC
47
Quadrature Capital
United Kingdom
$217K +$217K +7,390 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$199K +$129K +4,365 +182%
Barclays
49
Barclays
United Kingdom
$146K -$140K -4,793 -49%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$131K – – –
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