Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alico Inc (ALCO)

110 + Investors. Track Smart Money conviction in ALCO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — ALCO

Based on 107 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ALCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
107 hedge funds hold ALCO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

48 buying42 selling
Last quarter: 48 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 12 → 16 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 21% new
58 out of 107 hedge funds have held ALCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

14 → 17 → 12 → 16 → 16 new funds/Q
New funds entering each quarter: 17 → 12 → 16 → 16. A growing number of institutions are discovering ALCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Entry-cohort mix of 107 holders: 65 (61%) are 2+ year veterans, 12 entered 1–2 years ago, and 30 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
30 of 107 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ALCO

In 2026 Q1, 48 hedge funds were net buyers of ALCO (16 opened a new position, 32 added to an existing one), while 42 reduced or exited (29 trimmed, 13 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in ALCO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: ALCO

How many hedge funds hold ALCO — quarterly history vs. share price
Quarterly hedge fund ownership of ALCO vs. share price

Market Analysis: ALCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALCO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 4 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ALCO
110 + Investors

Track Smart Money conviction in ALCO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 110 107 2.8%
13F Shares 4M 4M 0.96%
Total Value $183M $181M 1.44%
New Positions 15 16 -1
Increased Positions 33 32 +1
Closed Positions 12 13 -1
Reduced Positions 30 29 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALCO

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Institutional Holders (2026 Q2)

110 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALCO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ALCO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gate City Capital Management, LLC 13.87% 1,293,141 $53.5M
2 CM Management, LLC 5.26% 200,000 $8.3M
3 Peapod Lane Capital LLC 3.28% 117,439 $4.9M
4 Accordant Advisory Group Inc 2.83% 101,317 $4.2M
5 Pacific Ridge Capital Partners, LLC 2.13% 283,139 $11.7M
6 Towerview LLC 2.05% 75,500 $3.1M
7 Oak Family Advisors, LLC 0.67% 63,575 $2.6M
8 Bard Associates Inc 0.51% 55,606 $2.3M
9 Rodgers Brothers Inc. 0.45% 112,604 $4.7M
10 RD Lewis Holdings, Inc. 0.31% 9,895 $418K
11 R Squared Ltd 0.17% 8,053 $333K
12 Ellsworth Advisors, LLC 0.16% 23,571 $964K
13 Naples Global Advisors, LLC 0.11% 44,848 $1.9M
14 Byrne Asset Management LLC 0.11% 5,011 $207K
15 Abundance Wealth Counselors 0.10% 38,795 $1.6M
16 Marquette Asset Management, LLC 0.08% 15,771 $652K
17 Investment Research Partners LLC 0.08% 5,779 $239K
18 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% 16,050 $664K
19 Prescott Group Capital Management, L.L.C. 0.07% 20,372 $843K
20 Cary Street Partners Financial LLC 0.01% 13,495 $558K
21 Moors & Cabot, Inc. 0.01% 6,710 $278K
22 Allen Investment Management, LLC 0.01% 21,106 $873K
23 Bridgeway Capital Management, LLC 0.01% 13,638 $564K
24 XTX Topco Ltd 0.00% 8,269 $342K
25 Pinnacle Wealth Planning Services, Inc. 0.00% 705 $29K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Alico Inc (ALCO)

What does the Smart Money Trend signal show for ALCO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ALCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALCO?

Slight buying edge — 53% buying: Last quarter: 48 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ALCO holders?

Strong quality — 33% AUM from major funds: 30 of 107 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALCO?

54% of holders stayed for 2+ years: 58 out of 107 hedge funds have held ALCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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