Alico
ALCO
56 hedge funds and large institutions have $82.6M invested in Alico in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 5 closing their positions.
2% more capital invested
Capital invested by funds: $81.1M → $82.6M (+$1.47M)
0.11% less ownership
Funds ownership: 27.68% → 27.58% (-0.11%)
3% less funds holding
Funds holding: 58 → 56 (-2)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
+$876K |
| 2 |
LOM
Loeb Offshore Management
New York
|
+$577K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$384K |
| 4 |
Renaissance Technologies
New York
|
+$250K |
| 5 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$942K |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$453K |
| 3 |
Morgan Stanley
New York
|
-$400K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$263K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$241K |
ALCO Hedge Fund Activity: Q3 2013 in Review
56 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q3 2013, worth a combined $82.6M — up 1.8% from $81.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ALCO and 3 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 15 added.
The largest buyer was Third Avenue Management, adding an estimated $876K. The largest seller was James Investment Research, exiting entirely with an estimated $942K sold.
- 56 institutional investors held Alico (ALCO) as of Q3 2013, down from 58 in Q2 2013.
- Funds reported $82.6M of Alico stock for Q3 2013, up 1.8% quarter-over-quarter.
- 3 funds opened new Alico positions in Q3 2013 and 5 closed out, a net change of -2 holders.
- The largest Alico buyer in Q3 2013 was Third Avenue Management, an estimated $876K added.
- The largest Alico seller in Q3 2013 was James Investment Research, an estimated $942K sold.
Based on aggregated 13F filings for Q3 2013.