Alico
ALCO
71 hedge funds and large institutions have $84.8M invested in Alico in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 13 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
6% more capital invested
Capital invested by funds: $80M → $84.8M (+$4.78M)
0.26% more ownership
Funds ownership: 43.48% → 43.74% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 74 → 71 (-3)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
+$1.61M |
| 2 |
BlackRock
New York
|
+$1.04M |
| 3 |
Millennium Management
New York
|
+$717K |
| 4 |
TL
TowerView LLC
New York
|
+$674K |
| 5 |
Morgan Stanley
New York
|
+$615K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.17M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$878K |
| 3 |
Renaissance Technologies
New York
|
-$777K |
| 4 |
TA
Tiedemann Advisors
New York
|
-$686K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$641K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
76
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$487K | -20,240 | Closed |
|
77
AQR Capital Management
Greenwich,
Connecticut
| – | -$357K | -14,767 | Closed |
|
|
QC
78
Quadrature Capital
London,
United Kingdom
| – | -$264K | -10,928 | Closed |
|
|
MHS
79
M Holdings Securities
Portland,
Oregon
| – | -$204K | -8,410 | Closed |
|
80
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$106K | -4,379 | Closed |
|
|
AA
81
Ancora Advisors
Cleveland,
Ohio
| – | -$9.92K | -410 | Closed |
|
82
Osaic Holdings
Scottsdale,
Arizona
| – | -$8.23K | -340 | Closed |
|
83
Allspring Global Investments
Charlotte,
North Carolina
| – | -$4.6K | -190 | Closed |
|
|
EI
84
Ellevest Inc
New York
| – | -$2.69K | -111 | Closed |
|
ALCO Hedge Fund Activity: Q2 2023 in Review
71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q2 2023, worth a combined $84.8M — up 6% from $80M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ALCO and 10 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 26 added.
The largest buyer was Acuitas Investments, opening a new position worth an estimated $1.61M. The largest seller was Vanguard Group, cutting an estimated $1.17M.
- 71 institutional investors held Alico (ALCO) as of Q2 2023, down from 74 in Q1 2023.
- Funds reported $84.8M of Alico stock for Q2 2023, up 6% quarter-over-quarter.
- 10 funds opened new Alico positions in Q2 2023 and 13 closed out, a net change of -3 holders.
- The largest Alico buyer in Q2 2023 was Acuitas Investments, an estimated $1.61M added.
- The largest Alico seller in Q2 2023 was Vanguard Group, an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2023.