Alico
ALCO
55 hedge funds and large institutions have $194M invested in Alico in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 0 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $166M → $194M (+$27.9M)
15% more funds holding
Funds holding: 48 → 55 (+7)
0.35% more ownership
Funds ownership: 73.97% → 74.33% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$374K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$335K |
| 3 |
BlackRock
New York
|
+$219K |
| 4 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
+$215K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
-$1.27M |
| 2 |
TL
TowerView LLC
New York
|
-$158K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$54.2K |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$51.6K |
| 5 |
State Street
Boston,
Massachusetts
|
-$31.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | – | – | – |
|
|
PIA
52
Piedmont Investment Advisors
Durham,
North Carolina
| $2K | +$1.77K | +57 | New |
|
53
SEI Investments
Oaks,
Pennsylvania
| $1K | +$1.21K | +39 | New |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$124 | +4 | New |
|
ALCO Hedge Fund Activity: Q2 2018 in Review
55 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q2 2018, worth a combined $194M — up 17% from $166M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ALCO positions and 0 closed out — a net gain of 7 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $374K. The largest seller was GMT Capital, cutting an estimated $1.27M.
- 55 institutional investors held Alico (ALCO) as of Q2 2018, up from 48 in Q1 2018.
- Funds reported $194M of Alico stock for Q2 2018, up 17% quarter-over-quarter.
- 7 funds opened new Alico positions in Q2 2018 and 0 closed out, a net change of +7 holders.
- The largest Alico buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $374K added.
- The largest Alico seller in Q2 2018 was GMT Capital, an estimated $1.27M sold.
Based on aggregated 13F filings for Q2 2018.