Alico
ALCO
69 hedge funds and large institutions have $119M invested in Alico in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
10% more capital invested
Capital invested by funds: $109M → $119M (+$10.5M)
5% more funds holding
Funds holding: 66 → 69 (+3)
0.72% more ownership
Funds ownership: 41.99% → 42.7% (+0.72%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$5.05M |
| 2 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
+$2.77M |
| 3 |
Bank of New York Mellon
New York
|
+$1.73M |
| 4 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$503K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.75M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.01M |
| 3 |
Two Sigma Advisers
New York
|
-$820K |
| 4 |
Two Sigma Investments
New York
|
-$780K |
| 5 |
E
Ergoteles
New York
|
-$767K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WG
76
Winton Group
London,
United Kingdom
| – | -$364K | -10,633 | Closed |
|
77
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$21K | -608 | Closed |
|
|
OSNBOA
78
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$15K | -429 | Closed |
|
|
OSAM
79
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$10K | -300 | Closed |
|
ALCO Hedge Fund Activity: Q4 2021 in Review
69 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2021, worth a combined $119M — up 9.6% from $109M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ALCO positions and 10 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $5.05M. The largest seller was Millennium Management, cutting an estimated $1.75M.
- 69 institutional investors held Alico (ALCO) as of Q4 2021, up from 66 in Q3 2021.
- Funds reported $119M of Alico stock for Q4 2021, up 9.6% quarter-over-quarter.
- 14 funds opened new Alico positions in Q4 2021 and 10 closed out, a net change of +4 holders.
- The largest Alico buyer in Q4 2021 was Uniplan Investment Counsel, an estimated $5.05M added.
- The largest Alico seller in Q4 2021 was Millennium Management, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2021.