Alico
ALCO
56 hedge funds and large institutions have $210M invested in Alico in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $189M → $210M (+$20.4M)
10% more funds holding
Funds holding: 51 → 56 (+5)
1.37% more ownership
Funds ownership: 73.12% → 74.49% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$924K |
| 2 |
WDA
Wendell David Associates
Portsmouth,
New Hampshire
|
+$567K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$484K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$483K |
| 5 |
Goldman Sachs
New York
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
-$537K |
| 2 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$527K |
| 3 |
TAM
Third Avenue Management
New York
|
-$273K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$202K |
| 5 |
SG Americas Securities
New York
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BNP Paribas Financial Markets
Paris,
France
| $8.16K | -$572 | -18 | -7% |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $8K | – | – | – |
|
|
AG
53
Advisor Group
Phoenix,
Arizona
| $7K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
55
Barclays
London,
United Kingdom
| $2K | -$921 | -29 | -28% |
|
56
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | +$635 | +20 | New |
|
|
AFM
57
Anson Funds Management
Dallas,
Texas
| – | -$527K | -16,828 | Closed |
|
|
58
Stifel Financial
St. Louis,
Missouri
| – | -$202K | -6,440 | Closed |
|
59
Creative Planning
Overland Park,
Kansas
| – | -$16K | -500 | Closed |
|
ALCO Hedge Fund Activity: Q3 2017 in Review
56 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q3 2017, worth a combined $210M — up 11% from $189M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ALCO positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $924K. The largest seller was GMT Capital, cutting an estimated $537K.
- 56 institutional investors held Alico (ALCO) as of Q3 2017, up from 51 in Q2 2017.
- Funds reported $210M of Alico stock for Q3 2017, up 11% quarter-over-quarter.
- 8 funds opened new Alico positions in Q3 2017 and 3 closed out, a net change of +5 holders.
- The largest Alico buyer in Q3 2017 was Millennium Management, an estimated $924K added.
- The largest Alico seller in Q3 2017 was GMT Capital, an estimated $537K sold.
Based on aggregated 13F filings for Q3 2017.