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Alico
ALCO

82 hedge funds and large institutions have $129M invested in Alico in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $110M → $129M (+$19.7M)

8% more funds holding

Funds holding: 76 → 82 (+6)

1.19% more ownership

Funds ownership: 55.37% → 56.56% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
28
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.15M
2
CAMG
CWA Asset Management Group
Florida
+$3.22M
3
GCCM
Gate City Capital Management
Illinois
+$3.2M
4
RB
Rodgers Brothers
Pennsylvania
+$1.53M
5
Morgan Stanley
Morgan Stanley
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
JIM
JCP Investment Management
Texas
-$5.63M
2
TL
TowerView LLC
New York
-$2.98M
3
OFA
Oak Family Advisors
Illinois
-$1.87M
4
MCC
Money Concepts Capital
Florida
-$755K
5
Squarepoint
Squarepoint
New York
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCCM
1
Gate City Capital Management
Illinois
$26.2M +$3.2M +107,573 +14%
BlackRock
2
BlackRock
New York
$14.2M -$280K -9,412 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.4M -$137K -4,622 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.2M +$4.15M +139,702 +59%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$9.07M -$206K -6,919 -2%
CM
6
CM Management
Florida
$6.71M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.35M +$29.1K +979 +0.7%
State Street
8
State Street
Massachusetts
$3.92M +$464K +15,603 +13%
PLC
9
Peapod Lane Capital
New York
$3.9M +$13.7K +461 +0.4%
Morgan Stanley
10
Morgan Stanley
New York
$3.77M +$1.2M +40,327 +47%
TL
11
TowerView LLC
New York
$3.43M -$2.98M -100,303 -47%
CAMG
12
CWA Asset Management Group
Florida
$3.23M +$3.22M +108,325 New
RB
13
Rodgers Brothers
Pennsylvania
$2.45M +$1.53M +51,501 +168%
Northern Trust
14
Northern Trust
Illinois
$2.09M +$28.4K +954 +1%
BA
15
Bard Associates
Illinois
$1.75M +$2.59K +87 +0.1%
NGA
16
Naples Global Advisors
Florida
$1.63M +$2.23K +75 +0.1%
AAG
17
Accordant Advisory Group
Maryland
$1.31M +$567K +19,057 +77%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.24M -$36.5K -1,229 -3%
UBS Group
19
UBS Group
Switzerland
$910K -$133K -4,473 -13%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$881K +$856K +28,796 +4,016%
BCM
21
Bridgeway Capital Management
Texas
$825K -$408K -13,715 -33%
EA
22
Ellsworth Advisors
Ohio
$657K +$655K +22,028 New
MAM
23
Monaco Asset Management
Monaco
$657K +$654K +22,005 New
AIM
24
Allen Investment Management
New York
$630K -$573K -19,285 -48%
PMAM
25
Penn Mutual Asset Management
Pennsylvania
$627K +$624K +21,000 New
1
2 3 4

ALCO Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alico (ALCO) for Q1 2025, worth a combined $129M — up 18% from $110M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ALCO positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.15M. The largest seller was JCP Investment Management, exiting entirely with an estimated $5.63M sold.

  • 82 institutional investors held Alico (ALCO) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $129M of Alico stock for Q1 2025, up 18% quarter-over-quarter.
  • 14 funds opened new Alico positions in Q1 2025 and 8 closed out, a net change of +6 holders.
  • The largest Alico buyer in Q1 2025 was Vanguard Group, an estimated $4.15M added.
  • The largest Alico seller in Q1 2025 was JCP Investment Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2025.