Alico
ALCO
55 hedge funds and large institutions have $76.6M invested in Alico in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.
2% less funds holding
Funds holding: 56 → 55 (-1)
7% less capital invested
Capital invested by funds: $82.6M → $76.6M (-$5.98M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$348K |
| 2 |
Morgan Stanley
New York
|
+$269K |
| 3 |
Renaissance Technologies
New York
|
+$156K |
| 4 |
Bank of New York Mellon
New York
|
+$137K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LOM
Loeb Offshore Management
New York
|
-$2.05M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$206K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$192K |
| 4 |
Goldman Sachs
New York
|
-$176K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
51
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4K | -$3.86K | -99 | -49% |
|
|
SSG
52
Summit Securities Group
New York
| $4K | +$3.9K | +100 | New |
|
53
Invesco
Atlanta,
Georgia
| $3K | – | – | – |
|
54
Barclays
London,
United Kingdom
| $2K | -$1.25K | -32 | -32% |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10 | -$2.53K | -65 | -21% |
|
|
LOM
56
Loeb Offshore Management
New York
| – | -$2.05M | -49,836 | Closed |
|
|
HCM
57
Howland Capital Management
Boston,
Massachusetts
| – | -$206K | -5,000 | Closed |
|
|
RFC
58
Russell Frank Company
Seattle,
Washington
| – | -$21K | -518 | Closed |
|
59
Bessemer Group
Woodbridge,
New Jersey
| – | -$21K | -500 | Closed |
|
60
Ameriprise
Minneapolis,
Minnesota
| – | -$7K | -180 | Closed |
|
61
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -160 | Closed |
|
ALCO Hedge Fund Activity: Q4 2013 in Review
55 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2013, worth a combined $76.6M — down 7.2% from $82.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ALCO and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 14 added.
The largest buyer was Zacks Investment Management, opening a new position worth an estimated $348K. The largest seller was Loeb Offshore Management, exiting entirely with an estimated $2.05M sold.
- 55 institutional investors held Alico (ALCO) as of Q4 2013, down from 56 in Q3 2013.
- Funds reported $76.6M of Alico stock for Q4 2013, down 7.2% quarter-over-quarter.
- 5 funds opened new Alico positions in Q4 2013 and 6 closed out, a net change of -1 holder.
- The largest Alico buyer in Q4 2013 was Zacks Investment Management, an estimated $348K added.
- The largest Alico seller in Q4 2013 was Loeb Offshore Management, an estimated $2.05M sold.
Based on aggregated 13F filings for Q4 2013.