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Limoneira
LMNR

71 hedge funds and large institutions have $87.7M invested in Limoneira in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $76.3M → $87.7M (+$11.4M)

9% more funds holding

Funds holding: 65 → 71 (+6)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$4.97M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$4.38M
3
LPL Financial
LPL Financial
California
+$2.51M
4
OCM
Otter Creek Management
Florida
+$2.2M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
-$2.41M
2
BlackRock
BlackRock
New York
-$1.07M
3
Renaissance Technologies
Renaissance Technologies
New York
-$608K
4
Northern Trust
Northern Trust
Illinois
-$352K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
26
Everett Harris & Co
California
$920K -$1.8K -80 -0.2%
TCIM
27
TIAA CREF Investment Management
New York
$911K +$64.4K +2,867 +7%
NJBEST
28
New Jersey Better Educational Savings Trust
New Jersey
$879K – – –
MSTVIM
29
Messner & Smith Theme Value Investment Management
California
$836K -$652 -29 -0.1%
WPC
30
White Pine Capital
Minnesota
$789K +$2.25K +100 +0.3%
CCB
31
Cutter & Co Brokerage
Missouri
$768K +$32.6K +1,450 +4%
BIM
32
BlackRock Investment Management
Delaware
$700K +$89.2K +3,970 +14%
U
33
UBS
Switzerland
$684K -$26.2K -1,168 -4%
Morgan Stanley
34
Morgan Stanley
New York
$643K +$55K +2,446 +9%
APCM
35
Arbiter Partners Capital Management
New York
$608K – – –
Charles Schwab
36
Charles Schwab
California
$539K -$3.6K -160 -0.6%
Bank of America
37
Bank of America
North Carolina
$494K +$29.7K +1,324 +6%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$450K +$53.9K +2,400 +13%
BCM
39
Bridgeway Capital Management
Texas
$439K – – –
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$396K +$74.1K +3,299 +22%
Two Sigma Investments
41
Two Sigma Investments
New York
$372K +$381K +16,939 New
TA
42
Teachers Advisors
New York
$349K +$2.34K +104 +0.7%
GC
43
Guggenheim Capital
Illinois
$287K +$154K +6,871 +111%
BMCMI
44
Bryn Mawr Capital Management Inc
Pennsylvania
$255K +$261K +11,602 New
DTL
45
Dynamic Technology Lab
Singapore
$251K +$257K +11,440 New
CS
46
Credit Suisse
Switzerland
$247K +$252K +11,205 New
1CM
47
1492 Capital Management
Wisconsin
$245K +$6.9K +307 +3%
COPPSERS
48
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$237K -$52.7K -2,345 -18%
FM
49
Forward Management
California
$220K – – –
NFA
50
Nationwide Fund Advisors
Ohio
$200K +$30.3K +1,347 +17%
1
2
3 4

LMNR Hedge Fund Activity: Q2 2014 in Review

71 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2014, worth a combined $87.7M — up 15% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $4.97M. The largest seller was Cannell Capital, exiting entirely with an estimated $2.41M sold.

  • 71 institutional investors held Limoneira (LMNR) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $87.7M of Limoneira stock for Q2 2014, up 15% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q2 2014 and 6 closed out, a net change of +7 holders.
  • The largest Limoneira buyer in Q2 2014 was Royce & Associates, an estimated $4.97M added.
  • The largest Limoneira seller in Q2 2014 was Cannell Capital, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2014.