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Limoneira
LMNR

63 hedge funds and large institutions have $80.6M invested in Limoneira in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $61.3M → $80.6M (+$19.3M)

5% more funds holding

Funds holding: 60 → 63 (+3)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
+$1.96M
2
Northern Trust
Northern Trust
Illinois
+$1.41M
3
RFC
Russell Frank Company
Washington
+$822K
4
TA
Teton Advisors
New York
+$781K
5
BFA
BlackRock Fund Advisors
California
+$764K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
-$1.9M
2
MA
MUFG Americas
New York
-$995K
3
APCM
Arbiter Partners Capital Management
New York
-$760K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$554K
5
Millennium Management
Millennium Management
New York
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
U
26
UBS
Switzerland
$782K +$673K +29,959 +5,992%
NJBEST
27
New Jersey Better Educational Savings Trust
New Jersey
$770K -$359K -16,000 -35%
FAM
28
Fortaleza Asset Management
Illinois
$746K +$3.08K +137 +0.5%
BIM
29
BlackRock Investment Management
Delaware
$723K +$43.8K +1,950 +7%
WPC
30
White Pine Capital
Minnesota
$663K +$1.12K +50 +0.2%
MSTVIM
31
Messner & Smith Theme Value Investment Management
California
$661K +$135K +6,023 +31%
LCM
32
Levitt Capital Management
Florida
$637K -$19K -846 -3%
Charles Schwab
33
Charles Schwab
California
$606K +$21.8K +970 +4%
Morgan Stanley
34
Morgan Stanley
New York
$593K +$27.1K +1,206 +6%
CCMLC
35
Cardinal Capital Management LLC (Connecticut)
Connecticut
$540K +$4.94K +220 +1%
Bank of America
36
Bank of America
North Carolina
$530K -$7.46K -332 -2%
BCM
37
Bridgeway Capital Management
Texas
$514K – – –
TC
38
TFS Capital
Pennsylvania
$482K +$422K +18,788 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$462K +$12.1K +539 +3%
Goldman Sachs
40
Goldman Sachs
New York
$440K +$385K +17,138 New
TA
41
Teachers Advisors
New York
$352K +$25.3K +1,125 +9%
Deutsche Bank
42
Deutsche Bank
Germany
$306K +$133K +5,932 +99%
FM
43
Forward Management
California
$257K – – –
MCM
44
MAI Capital Management
Ohio
$257K +$225K +10,000 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$228K -$29K -1,292 -13%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$222K +$194K +8,661 New
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$218K +$142K +6,302 +286%
ROTUOC
48
Regents of the University of California
California
$216K +$189K +8,400 New
RR
49
Robotti Robert
$213K +$187K +8,310 New
NFA
50
Nationwide Fund Advisors
Ohio
$203K +$12.6K +563 +8%
1
2
3

LMNR Hedge Fund Activity: Q3 2013 in Review

63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2013, worth a combined $80.6M — up 31% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LMNR positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Comerica Bank, opening a new position worth an estimated $1.96M. The largest seller was Penn Capital Management, exiting entirely with an estimated $1.9M sold.

  • 63 institutional investors held Limoneira (LMNR) as of Q3 2013, up from 60 in Q2 2013.
  • Funds reported $80.6M of Limoneira stock for Q3 2013, up 31% quarter-over-quarter.
  • 8 funds opened new Limoneira positions in Q3 2013 and 5 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q3 2013 was Comerica Bank, an estimated $1.96M added.
  • The largest Limoneira seller in Q3 2013 was Penn Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2013.