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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
CF
51
Corebridge Financial
Texas
$91.6K -$6.95K -266 -7%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$76K +$9.11K +349 +14%
PFSRSONJ
53
Police & Firemen's Retirement System of New Jersey
New Jersey
$60K +$60.4K +2,312 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$55.2K -$5.27K -202 -9%
Osaic Holdings
55
Osaic Holdings
Arizona
$43.3K +$23K +881 +111%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$31K
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$28.2K -$10.2K -390 -26%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$18.6K +$5.17K +198 +38%
WT
59
Washington Trust
Rhode Island
$18.2K
Legal & General Group
60
Legal & General Group
United Kingdom
$14.5K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$14K +$5.41K +207 +64%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$13.4K
CFD
63
Creative Financial Designs
Indiana
$13K
AIP
64
Ameritas Investment Partners
Nebraska
$12.2K
CAL
65
Capital Advisors Ltd
Ohio
$12K +$10.4K +398 +553%
TRCT
66
Tower Research Capital (TRC)
New York
$10.1K -$2.19K -84 -18%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$7.16K +$6.11K +234 +557%
AB
68
Amalgamated Bank
New York
$6K
SCM
69
Sterling Capital Management
North Carolina
$5.89K +$5.33K +204 +887%
HCA
70
Harbor Capital Advisors
Illinois
$2K -$52 -2 -2%
FUBT
71
First United Bank & Trust
Maryland
$1.56K
GI
72
GAMMA Investing
California
$726
SS
73
SBI Securities
Japan
$622 +$627 +24 New
SAM
74
Smartleaf Asset Management
Massachusetts
$280
FFA
75
Farther Finance Advisors
California
$26

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.