Alico
ALCO
68 hedge funds and large institutions have $74.3M invested in Alico in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 71 → 68 (-3)
4.65% less ownership
Funds ownership: 43.74% → 39.09% (-4.6%)
12% less capital invested
Capital invested by funds: $84.8M → $74.3M (-$10.5M)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$580K |
| 2 |
TL
TowerView LLC
New York
|
+$493K |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$373K |
| 4 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
+$274K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.81M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.04M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.13M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$889K |
| 5 |
Millennium Management
New York
|
-$751K |
ALCO Hedge Fund Activity: Q3 2023 in Review
68 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q3 2023, worth a combined $74.3M — down 12% from $84.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ALCO and 4 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 19 added.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $580K. The largest seller was Vanguard Group, cutting an estimated $3.81M.
- 68 institutional investors held Alico (ALCO) as of Q3 2023, down from 71 in Q2 2023.
- Funds reported $74.3M of Alico stock for Q3 2023, down 12% quarter-over-quarter.
- 4 funds opened new Alico positions in Q3 2023 and 6 closed out, a net change of -2 holders.
- The largest Alico buyer in Q3 2023 was Ameritas Advisory Services, an estimated $580K added.
- The largest Alico seller in Q3 2023 was Vanguard Group, an estimated $3.81M sold.
Based on aggregated 13F filings for Q3 2023.