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75 hedge funds and large institutions have $110M invested in Alico in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.01% more ownership

Funds ownership: 55.36%55.37% (+0.01%)

7% less capital invested

Capital invested by funds: $118M → $110M (-$8.6M)

12% less funds holding

Funds holding: 8575 (-10)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
75
Holders Change
-10
Holders Change %
-11.76%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
6
Increased
29
Reduced
17
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCCM
1
Gate City Capital Management
Illinois
$20M
BlackRock
2
BlackRock
New York
$12.6M -$130K -4,991 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.9M -$247K -9,472 -2%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$8.06M +$2.29M +87,521 +39%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.11M +$1.46M +55,757 +31%
CM
6
CM Management
Florida
$5.83M
JIM
7
JCP Investment Management
Texas
$5.63M +$783K +30,000 +16%
TL
8
TowerView LLC
New York
$5.58M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.76M -$15.9K -610 -0.4%
PLC
10
Peapod Lane Capital
New York
$3.38M +$3.4M +130,370 New
State Street
11
State Street
Massachusetts
$3M +$147K +5,641 +5%
Morgan Stanley
12
Morgan Stanley
New York
$2.23M +$201K +7,684 +10%
OFA
13
Oak Family Advisors
Illinois
$1.87M -$959K -36,743 -34%
Northern Trust
14
Northern Trust
Illinois
$1.79M -$4.15K -159 -0.2%
BA
15
Bard Associates
Illinois
$1.52M +$97.8K +3,745 +7%
NGA
16
Naples Global Advisors
Florida
$1.41M -$97.3K -3,725 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.11M -$329K -12,606 -23%
BCM
18
Bridgeway Capital Management
Texas
$1.07M +$8.09K +310 +0.8%
AIM
19
Allen Investment Management
New York
$1.05M
UBS Group
20
UBS Group
Switzerland
$906K +$663K +25,391 +265%
RB
21
Rodgers Brothers
Pennsylvania
$795K +$26 +1 +0%
JP Morgan Chase
22
JP Morgan Chase
New York
$769K +$432K +16,530 +126%
MCC
23
Money Concepts Capital
Florida
$755K -$1.57K -60 -0.2%
Squarepoint
24
Squarepoint
New York
$675K +$680K +26,044 New
AAG
25
Accordant Advisory Group
Maryland
$644K +$4.36K +167 +0.7%

ALCO Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q4 2024, worth a combined $110M — down 7.3% from $118M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ALCO and 6 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 29 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $2.29M. The largest seller was Acuitas Investments, exiting entirely with an estimated $3.58M sold.

  • 75 institutional investors held Alico (ALCO) as of Q4 2024, down from 85 in Q3 2024.
  • Funds reported $110M of Alico stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 6 funds opened new Alico positions in Q4 2024 and 16 closed out, a net change of -10 holders.
  • The largest Alico buyer in Q4 2024 was Pacific Ridge Capital Partners, an estimated $2.29M added.
  • The largest Alico seller in Q4 2024 was Acuitas Investments, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2024.