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Alico
ALCO

74 hedge funds and large institutions have $80M invested in Alico in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

23% more capital invested

Capital invested by funds: $64.9M → $80M (+$15.1M)

1.93% more ownership

Funds ownership: 41.55% → 43.48% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less funds holding

Funds holding: 83 → 74 (-9)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
34
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$2.55M
2
OFA
Oak Family Advisors
Illinois
+$1.49M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$921K
4
CM
CM Management
Florida
+$641K
5
BlackRock
BlackRock
New York
+$520K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$756K
2
DI
DFPG Investments
Utah
-$578K
3
TC
TownSquare Capital
Utah
-$529K
4
HAIM
Hunter Associates Investment Management
Pennsylvania
-$494K
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
76
DFPG Investments
Utah
– -$578K -23,293 Closed
TC
77
TownSquare Capital
Utah
– -$529K -22,146 Closed
HAIM
78
Hunter Associates Investment Management
Pennsylvania
– -$494K -20,600 Closed
AWC
79
Abundance Wealth Counselors
Pennsylvania
– -$256K -10,708 Closed
ACM
80
Aquatic Capital Management
Illinois
– -$162K -6,800 Closed
QT
81
Quantbot Technologies
New York
– -$76.7K -3,213 Closed
MCC
82
Money Concepts Capital
Florida
– -$4.77K -200 Closed
C
83
Covestor
United Kingdom
– -$2.38K -93 Closed
S
84
SignatureFD
Georgia
– -$19 -1 Closed
1 2 3
4

ALCO Hedge Fund Activity: Q1 2023 in Review

74 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q1 2023, worth a combined $80M — up 23% from $64.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ALCO and 1 opened new positions — a net loss of 9 holders — while 21 trimmed existing stakes and 34 added.

The largest buyer was Franklin Resources, adding an estimated $2.55M. The largest seller was Goldman Sachs, exiting entirely with an estimated $756K sold.

  • 74 institutional investors held Alico (ALCO) as of Q1 2023, down from 83 in Q4 2022.
  • Funds reported $80M of Alico stock for Q1 2023, up 23% quarter-over-quarter.
  • 1 fund opened new Alico positions in Q1 2023 and 10 closed out, a net change of -9 holders.
  • The largest Alico buyer in Q1 2023 was Franklin Resources, an estimated $2.55M added.
  • The largest Alico seller in Q1 2023 was Goldman Sachs, an estimated $756K sold.

Based on aggregated 13F filings for Q1 2023.