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Alico
ALCO

85 hedge funds and large institutions have $118M invested in Alico in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $106M → $118M (+$12.6M)

12% more funds holding

Funds holding: 76 → 85 (+9)

1.9% more ownership

Funds ownership: 53.47% → 55.36% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
37
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIM
JCP Investment Management
Texas
+$5.19M
2
AI
Acuitas Investments
Washington
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$616K
4
Goldman Sachs
Goldman Sachs
New York
+$606K
5
First Manhattan
First Manhattan
New York
+$509K

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.05M
2
GCCM
Gate City Capital Management
Illinois
-$1.59M
3
BFM
Boothbay Fund Management
New York
-$708K
4
MHS
M Holdings Securities
Oregon
-$631K
5
OFA
Oak Family Advisors
Illinois
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
76
Harbor Capital Advisors
Illinois
$2K +$2.33K +84 New
FUBT
77
First United Bank & Trust
Maryland
$1.68K – – –
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$915 +33 +367%
GI
79
GAMMA Investing
California
$783 – – –
CPA
80
Capital Performance Advisors
California
$755 +$749 +27 New
SCM
81
Sterling Capital Management
North Carolina
$643 +$638 +23 New
RTC
82
Riverview Trust Company
Washington
$587 +$582 +21 New
SAM
83
Smartleaf Asset Management
Massachusetts
$307 +$305 +11 New
FFA
84
Farther Finance Advisors
California
$28 -$139 -5 -83%
MHS
85
M Holdings Securities
Oregon
– -$631K -24,350 Closed
SCM
86
SG Capital Management
Illinois
– -$602K -23,219 Closed
LCM
87
LDR Capital Management
New York
– -$340K -13,110 Closed
AAM
88
Advisors Asset Management
Colorado
– -$238K -9,201 Closed
GCP
89
GSA Capital Partners
United Kingdom
– -$201K -7,756 Closed
IC
90
Innealta Capital
Texas
– -$4.38K -169 Closed
Bessemer Group
91
Bessemer Group
New Jersey
– +$139 +5 New
1 2 3
4

ALCO Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q3 2024, worth a combined $118M — up 12% from $106M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALCO positions and 6 closed out — a net gain of 9 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was JCP Investment Management, opening a new position worth an estimated $5.19M. The largest seller was Polar Asset Management Partners, cutting an estimated $2.05M.

  • 85 institutional investors held Alico (ALCO) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $118M of Alico stock for Q3 2024, up 12% quarter-over-quarter.
  • 15 funds opened new Alico positions in Q3 2024 and 6 closed out, a net change of +9 holders.
  • The largest Alico buyer in Q3 2024 was JCP Investment Management, an estimated $5.19M added.
  • The largest Alico seller in Q3 2024 was Polar Asset Management Partners, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2024.