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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: 7685 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GCCM
1
Gate City Capital Management
Illinois
$21.6M -$1.59M -57,174 -7%
BlackRock
2
BlackRock
New York
$13.7M +$492K +17,755 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.1M +$52.7K +1,901 +0.4%
CM
4
CM Management
Florida
$6.29M
PRCP
5
Pacific Ridge Capital Partners
Oregon
$6.25M +$470K +16,952 +8%
TL
6
TowerView LLC
New York
$6.02M
JIM
7
JCP Investment Management
Texas
$5.23M +$5.19M +187,091 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.03M +$177K +6,381 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.07M +$260K +9,366 +7%
AI
10
Acuitas Investments
Washington
$3.58M +$1.1M +39,564 +45%
State Street
11
State Street
Massachusetts
$3.08M +$64.2K +2,313 +2%
OFA
12
Oak Family Advisors
Illinois
$3.05M -$618K -22,264 -17%
BFM
13
Boothbay Fund Management
New York
$2.65M -$708K -25,532 -21%
Morgan Stanley
14
Morgan Stanley
New York
$2.19M +$616K +22,192 +39%
Northern Trust
15
Northern Trust
Illinois
$1.93M +$23K +831 +1%
NGA
16
Naples Global Advisors
Florida
$1.63M +$30.5K +1,100 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.55M -$138K -4,990 -8%
BA
18
Bard Associates
Illinois
$1.53M +$22.4K +806 +1%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$1.44M -$2.05M -73,974 -59%
BCM
20
Bridgeway Capital Management
Texas
$1.15M +$22.3K +804 +2%
AIM
21
Allen Investment Management
New York
$1.13M
RB
22
Rodgers Brothers
Pennsylvania
$857K +$28 +1 +0%
MCC
23
Money Concepts Capital
Florida
$816K +$13.9K +500 +2%
AAG
24
Accordant Advisory Group
Maryland
$690K +$227K +8,176 +50%
AA
25
Ancora Advisors
Ohio
$627K +$152K +5,480 +32%

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.