We are live on ! Find out more

75 hedge funds and large institutions have $110M invested in Alico in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.01% more ownership

Funds ownership: 55.36%55.37% (+0.01%)

7% less capital invested

Capital invested by funds: $118M → $110M (-$8.6M)

12% less funds holding

Funds holding: 8575 (-10)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
75
Holders Change
-10
Holders Change %
-11.76%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
6
Increased
29
Reduced
17
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$512K -$54.9K -2,103 -10%
Charles Schwab
27
Charles Schwab
California
$497K
MAM
28
Marquette Asset Management
Minnesota
$490K
RWA
29
Redmont Wealth Advisors
Illinois
$483K -$25.1K -963 -5%
Bank of America
30
Bank of America
North Carolina
$473K +$54K +2,067 +13%
WDA
31
Wendell David Associates
New Hampshire
$463K
Invesco
32
Invesco
Georgia
$459K +$4.91K +188 +1%
EF
33
Empowered Funds
Pennsylvania
$431K +$21.1K +810 +5%
Stifel Financial
34
Stifel Financial
Missouri
$378K +$28.9K +1,105 +8%
N
35
Nuveen
North Carolina
$315K
AWC
36
Abundance Wealth Counselors
Pennsylvania
$286K +$288K +11,021 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$285K -$15.8K -604 -5%
Barclays
38
Barclays
United Kingdom
$277K +$35.2K +1,350 +14%
TCA
39
Transcend Capital Advisors
New Jersey
$277K +$17.9K +684 +7%
RP
40
Riverwater Partners
Wisconsin
$273K +$275K +10,542 New
WVP
41
Worth Venture Partners
New Jersey
$258K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$247K +$9.4K +360 +4%
MC
43
Moors & Cabot
Massachusetts
$227K -$45.7K -1,750 -17%
HCP
44
Holt Capital Partners
Texas
$217K
Citigroup
45
Citigroup
New York
$146K +$10.4K +399 +8%
Wells Fargo
46
Wells Fargo
California
$134K +$23.7K +908 +21%
PCM
47
Perritt Capital Management
Illinois
$130K +$52.2K +2,000 +67%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$116K
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$106K +$3.97K +152 +4%
MIM
50
MetLife Investment Management
New Jersey
$96.8K

ALCO Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2024, worth a combined $110M — down 7.3% from $118M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ALCO and 6 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 29 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $2.29M. The largest seller was Acuitas Investments, exiting entirely with an estimated $3.58M sold.

  • 75 institutional investors held Alico (ALCO) as of Q4 2024, down from 85 in Q3 2024.
  • Funds reported $110M of Alico stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 6 funds opened new Alico positions in Q4 2024 and 16 closed out, a net change of -10 holders.
  • The largest Alico buyer in Q4 2024 was Pacific Ridge Capital Partners, an estimated $2.29M added.
  • The largest Alico seller in Q4 2024 was Acuitas Investments, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2024.