Alico
ALCO
79 hedge funds and large institutions have $119M invested in Alico in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 77 → 79 (+2)
1.55% more ownership
Funds ownership: 51.94% → 53.5% (+1.6%)
4% more capital invested
Capital invested by funds: $115M → $119M (+$4.27M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$2.14M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.67M |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
+$1.53M |
| 4 |
GCCM
Gate City Capital Management
Chicago,
Illinois
|
+$730K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.68M |
| 2 |
BlackRock
New York
|
-$714K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$603K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$407K |
| 5 |
MAM
Monaco Asset Management
Monaco
|
-$386K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FUBT
76
First United Bank & Trust
Oakland,
Maryland
| $1.76K | – | – | – |
|
|
GI
77
GAMMA Investing
Foster City,
California
| $586 | -$29 | -1 | -5% |
|
|
AWM
78
Avior Wealth Management
Omaha,
Nebraska
| $58 | +$57 | +2 | New |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| $29 | – | – | – |
|
|
AAS
80
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$603K | -20,721 | Closed |
|
|
VEA
81
Virtus ETF Advisers
New York
| – | -$229K | -7,861 | Closed |
|
82
SG Americas Securities
New York
| – | -$120K | -4,119 | Closed |
|
|
BBHC
83
Brown Brothers Harriman & Co
New York
| – | -$6.54K | -225 | Closed |
|
|
GWS
84
Glassman Wealth Services
Vienna,
Virginia
| – | -$814 | -28 | Closed |
|
ALCO Hedge Fund Activity: Q1 2024 in Review
79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q1 2024, worth a combined $119M — up 3.7% from $115M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ALCO positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was Polar Asset Management Partners, adding an estimated $2.14M. The largest seller was Morgan Stanley, cutting an estimated $1.68M.
- 79 institutional investors held Alico (ALCO) as of Q1 2024, up from 77 in Q4 2023.
- Funds reported $119M of Alico stock for Q1 2024, up 3.7% quarter-over-quarter.
- 7 funds opened new Alico positions in Q1 2024 and 5 closed out, a net change of +2 holders.
- The largest Alico buyer in Q1 2024 was Polar Asset Management Partners, an estimated $2.14M added.
- The largest Alico seller in Q1 2024 was Morgan Stanley, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2024.