Alico
ALCO
74 hedge funds and large institutions have $80M invested in Alico in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
23% more capital invested
Capital invested by funds: $64.9M → $80M (+$15.1M)
7.69% more ownership
Funds ownership: 35.79% → 43.48% (+7.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 82 → 74 (-8)
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$2.55M |
| 2 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
+$1.49M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$921K |
| 4 |
CM
CM Management
Gulf Breeze,
Florida
|
+$641K |
| 5 |
BlackRock
New York
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$756K |
| 2 |
DI
DFPG Investments
Sandy,
Utah
|
-$578K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$529K |
| 4 |
HAIM
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
-$494K |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$471K |
ALCO Hedge Fund Activity: Q1 2023 in Review
74 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q1 2023, worth a combined $80M — up 23% from $64.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ALCO and 2 opened new positions — a net loss of 8 holders — while 21 trimmed existing stakes and 33 added.
The largest buyer was Franklin Resources, adding an estimated $2.55M. The largest seller was Goldman Sachs, exiting entirely with an estimated $756K sold.
- 74 institutional investors held Alico (ALCO) as of Q1 2023, down from 82 in Q4 2022.
- Funds reported $80M of Alico stock for Q1 2023, up 23% quarter-over-quarter.
- 2 funds opened new Alico positions in Q1 2023 and 10 closed out, a net change of -8 holders.
- The largest Alico buyer in Q1 2023 was Franklin Resources, an estimated $2.55M added.
- The largest Alico seller in Q1 2023 was Goldman Sachs, an estimated $756K sold.
Based on aggregated 13F filings for Q1 2023.