Alico
ALCO
77 hedge funds and large institutions have $115M invested in Alico in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
55% more capital invested
Capital invested by funds: $74.3M → $115M (+$40.8M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
13% more funds holding
Funds holding: 68 → 77 (+9)
12.85% more ownership
Funds ownership: 39.09% → 51.94% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$2.7M |
| 2 |
Morgan Stanley
New York
|
+$1.86M |
| 3 |
BlackRock
New York
|
+$640K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$553K |
| 5 |
TL
TowerView LLC
New York
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$281K |
| 2 |
NGA
Naples Global Advisors
Naples,
Florida
|
-$260K |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$195K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$151K |
| 5 |
MAM
Monaco Asset Management
Monaco
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
GAMMA Investing
Foster City,
California
| $618 | +$562 | +21 | New |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| $29 | +$27 | +1 | New |
|
78
Victory Capital Management
San Antonio,
Texas
| – | -$59.5K | -2,384 | Closed |
|
|
HL
79
HeadInvest LLC
Portland,
Maine
| – | -$17.4K | -700 | Closed |
|
80
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$10K | -414 | Closed |
|
ALCO Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2023, worth a combined $115M — up 55% from $74.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ALCO positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.7M. The largest seller was Bank of New York Mellon, cutting an estimated $281K.
- 77 institutional investors held Alico (ALCO) as of Q4 2023, up from 68 in Q3 2023.
- Funds reported $115M of Alico stock for Q4 2023, up 55% quarter-over-quarter.
- 12 funds opened new Alico positions in Q4 2023 and 3 closed out, a net change of +9 holders.
- The largest Alico buyer in Q4 2023 was Polar Asset Management Partners, an estimated $2.7M added.
- The largest Alico seller in Q4 2023 was Bank of New York Mellon, an estimated $281K sold.
Based on aggregated 13F filings for Q4 2023.