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Limoneira
LMNR

64 hedge funds and large institutions have $86.4M invested in Limoneira in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $80.6M → $86.4M (+$5.89M)

2% more funds holding

Funds holding: 63 → 64 (+1)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.99M
2
RR
Robotti Robert
+$1.5M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$1.3M
4
TA
Teton Advisors
New York
+$623K
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$520K

Top Sellers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
-$2.24M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.17M
3
APCM
Arbiter Partners Capital Management
New York
-$925K
4
FAM
Fortaleza Asset Management
Illinois
-$746K
5
SC
Sophrosyne Capital
New York
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
26
Cutter & Co Brokerage
Missouri
$863K -$101K -4,000 -11%
NJBEST
27
New Jersey Better Educational Savings Trust
New Jersey
$798K – – –
BIM
28
BlackRock Investment Management
Delaware
$735K -$12.2K -482 -2%
APCM
29
Arbiter Partners Capital Management
New York
$722K -$925K -36,501 -57%
MSTVIM
30
Messner & Smith Theme Value Investment Management
California
$703K +$17.2K +678 +3%
WPC
31
White Pine Capital
Minnesota
$684K -$2.53K -100 -0.4%
LCM
32
Levitt Capital Management
Florida
$647K -$12.6K -496 -2%
Charles Schwab
33
Charles Schwab
California
$640K +$18.2K +720 +3%
Morgan Stanley
34
Morgan Stanley
New York
$638K +$22.5K +889 +4%
Bank of America
35
Bank of America
North Carolina
$546K -$3.27K -129 -0.6%
BCM
36
Bridgeway Capital Management
Texas
$532K – – –
Goldman Sachs
37
Goldman Sachs
New York
$501K +$43.5K +1,715 +10%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$481K +$2.53K +100 +0.6%
TC
39
TFS Capital
Pennsylvania
$435K -$61.2K -2,414 -13%
Renaissance Technologies
40
Renaissance Technologies
New York
$425K +$406K +16,000 New
TA
41
Teachers Advisors
New York
$420K +$52.2K +2,060 +15%
Citadel Advisors
42
Citadel Advisors
Florida
$377K +$359K +14,177 New
SC
43
Sophrosyne Capital
New York
$316K -$555K -21,900 -65%
1CM
44
1492 Capital Management
Wisconsin
$289K +$275K +10,851 New
HH
45
Hilltop Holdings
Texas
$280K +$267K +10,540 New
FM
46
Forward Management
California
$266K – – –
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$263K +$35.5K +1,401 +16%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$230K – – –
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$213K +$203K +8,025 New
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$207K – – –
1
2
3

LMNR Hedge Fund Activity: Q4 2013 in Review

64 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2013, worth a combined $86.4M — up 7.3% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LMNR positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $3.99M. The largest seller was Comerica Bank, exiting entirely with an estimated $2.24M sold.

  • 64 institutional investors held Limoneira (LMNR) as of Q4 2013, up from 63 in Q3 2013.
  • Funds reported $86.4M of Limoneira stock for Q4 2013, up 7.3% quarter-over-quarter.
  • 8 funds opened new Limoneira positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest Limoneira buyer in Q4 2013 was BlackRock, an estimated $3.99M added.
  • The largest Limoneira seller in Q4 2013 was Comerica Bank, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2013.