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Alico
ALCO

77 hedge funds and large institutions have $115M invested in Alico in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

55% more capital invested

Capital invested by funds: $74.3M → $115M (+$40.8M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

13% more funds holding

Funds holding: 68 → 77 (+9)

12.85% more ownership

Funds ownership: 39.09% → 51.94% (+13%)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
29
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.7M
2
Morgan Stanley
Morgan Stanley
New York
+$1.86M
3
BlackRock
BlackRock
New York
+$640K
4
MCC
Money Concepts Capital
Florida
+$553K
5
TL
TowerView LLC
New York
+$428K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$281K
2
NGA
Naples Global Advisors
Florida
-$260K
3
PRCP
Pacific Ridge Capital Partners
Oregon
-$195K
4
Franklin Resources
Franklin Resources
California
-$151K
5
MAM
Monaco Asset Management
Monaco
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCCM
1
Gate City Capital Management
Illinois
$20.6M +$19M +707,802 New
BlackRock
2
BlackRock
New York
$14.6M +$640K +23,907 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.7M +$46K +1,718 +0.4%
TL
4
TowerView LLC
New York
$6.26M +$428K +15,981 +8%
CM
5
CM Management
Florida
$6.25M – – –
PRCP
6
Pacific Ridge Capital Partners
Oregon
$6.05M -$195K -7,293 -3%
OFA
7
Oak Family Advisors
Illinois
$4.11M -$34.2K -1,277 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.69M +$29.6K +1,105 +0.9%
BFM
9
Boothbay Fund Management
New York
$3.15M – – –
Morgan Stanley
10
Morgan Stanley
New York
$3.12M +$1.86M +69,467 +184%
Franklin Resources
11
Franklin Resources
California
$3M -$151K -5,643 -5%
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.98M +$220K +8,226 +9%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$2.93M +$2.7M +100,897 New
State Street
14
State Street
Massachusetts
$2.82M +$123K +4,587 +5%
Northern Trust
15
Northern Trust
Illinois
$2.46M +$56.3K +2,103 +3%
AI
16
Acuitas Investments
Washington
$1.92M -$3.35K -125 -0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.76M -$281K -10,479 -15%
NGA
18
Naples Global Advisors
Florida
$1.6M -$260K -9,700 -15%
AIM
19
Allen Investment Management
New York
$1.17M – – –
BCM
20
Bridgeway Capital Management
Texas
$1.11M +$30.8K +1,152 +3%
MAM
21
Monaco Asset Management
Monaco
$1.02M -$129K -4,800 -12%
RB
22
Rodgers Brothers
Pennsylvania
$884K +$27 +1 +0%
RWA
23
Redmont Wealth Advisors
Illinois
$809K +$135K +5,056 +22%
Invesco
24
Invesco
Georgia
$625K +$175K +6,541 +44%
AAM
25
Advisors Asset Management
Colorado
$615K -$111K -4,161 -16%
1
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ALCO Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2023, worth a combined $115M — up 55% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ALCO positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.7M. The largest seller was Bank of New York Mellon, cutting an estimated $281K.

  • 77 institutional investors held Alico (ALCO) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $115M of Alico stock for Q4 2023, up 55% quarter-over-quarter.
  • 12 funds opened new Alico positions in Q4 2023 and 3 closed out, a net change of +9 holders.
  • The largest Alico buyer in Q4 2023 was Polar Asset Management Partners, an estimated $2.7M added.
  • The largest Alico seller in Q4 2023 was Bank of New York Mellon, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2023.