Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alico Inc (ALCO)

104 + 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
↑ +1
Streak
5Q ▲
Buyers last Q
52%

Smart Money Signals — ALCO

Based on 105 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
105 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 — +28% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+28% 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 — 52% buying

46 buying42 selling
Last quarter: 46 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 12 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
58 out of 105 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.
➡️

Steady discovery — ~14 new funds/quarter

14 → 17 → 12 → 16 → 14 new funds/Q
New funds entering each quarter: 17 → 12 → 16 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Entry-cohort mix of 105 holders: 64 (61%) are 2+ year veterans, 12 entered 1–2 years ago, and 29 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
29 of 105 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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, 46 hedge funds were net buyers of ALCO (14 opened a new position, 32 added to an existing one), while 42 reduced or exited (29 trimmed, 13 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in ALCO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 105.

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

-- --

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

Is It Too Late to Buy Alico Inc (ALCO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALCO has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
ALCO
-2.2%
XLP
+1.6%

ALCO outperformed XLP by -3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
ALCO
+0.4%
XLP
-1.6%

Since the filing became public, ALCO outperformed XLP by +2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 4 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: ALCO
104 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 104 104 -
13F Shares 4M 5M -2.23%
Total Value $181M $165M 9.82%
New Positions 13 16 -3
Increased Positions 32 32 -
Closed Positions 13 8 +5
Reduced Positions 29 33 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALCO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

104 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gate City Capital Management, LLC 20.62% 1,283,706 $53.0M
2 CM Management, LLC 6.90% 200,000 $8.3M
3 Peapod Lane Capital LLC 4.51% 133,692 $5.5M
4 Accordant Advisory Group Inc 2.57% 100,635 $4.2M
5 Pacific Ridge Capital Partners, LLC 2.55% 285,332 $11.8M
6 Towerview LLC 2.26% 85,000 $3.5M
7 Worth Venture Partners, LLC 0.83% 6,338 $262K
8 Oak Family Advisors, LLC 0.71% 61,300 $2.5M
9 Bard Associates Inc 0.58% 55,629 $2.3M
10 Rodgers Brothers Inc. 0.54% 112,603 $4.6M
11 RD Lewis Holdings, Inc. 0.20% 5,160 $229K
12 Ellsworth Advisors, LLC 0.18% 23,304 $962K
13 Naples Global Advisors, LLC 0.14% 46,748 $1.9M
14 Abundance Wealth Counselors 0.13% 21,929 $905K
15 Byrne Asset Management LLC 0.10% 4,340 $179K
16 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% 16,050 $662K
17 Prescott Group Capital Management, L.L.C. 0.08% 20,372 $841K
18 Cary Street Partners Financial LLC 0.01% 13,495 $557K
19 Moors & Cabot, Inc. 0.01% 6,785 $280K
20 Bridgeway Capital Management, LLC 0.01% 13,438 $554K
21 Allen Investment Management, LLC 0.01% 21,106 $871K
22 XTX Topco Ltd 0.01% 8,515 $351K
23 Engineers Gate Manager LP 0.00% 6,578 $271K
24 Pinnacle Wealth Planning Services, Inc. 0.00% 705 $29K
25 Trexquant Investment LP 0.00% 7,114 $294K
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 — 52% buying: Last quarter: 46 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 — 24% AUM from major funds: 29 of 105 holders rank in the top 100 by AUM, accounting for 24% 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?

55% of holders stayed for 2+ years: 58 out of 105 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.

Is it too late to buy Alico Inc (ALCO) following the 2026 Q1 hedge fund 13F filings?

As of today, ALCO has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.6% for the XLP sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), ALCO has gained -2.2% vs +1.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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