Limoneira
LMNR
67 hedge funds and large institutions have $89.5M invested in Limoneira in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 7 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
2% more capital invested
Capital invested by funds: $87.7M → $89.5M (+$1.81M)
6% less funds holding
Funds holding: 71 → 67 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Otter Creek Management
West Palm Beach,
Florida
|
+$1.18M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.11M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$420K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$326K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$2.57M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.32M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$971K |
| 4 |
FIB
First Interstate Bank
Billings,
Montana
|
-$269K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$261K |
LMNR Hedge Fund Activity: Q3 2014 in Review
67 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2014, worth a combined $89.5M — up 2.1% from $87.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LMNR and 4 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.
The largest buyer was Otter Creek Management, adding an estimated $1.18M. The largest seller was Sterneck Capital Management, exiting entirely with an estimated $2.57M sold.
- 67 institutional investors held Limoneira (LMNR) as of Q3 2014, down from 71 in Q2 2014.
- Funds reported $89.5M of Limoneira stock for Q3 2014, up 2.1% quarter-over-quarter.
- 4 funds opened new Limoneira positions in Q3 2014 and 7 closed out, a net change of -3 holders.
- The largest Limoneira buyer in Q3 2014 was Otter Creek Management, an estimated $1.18M added.
- The largest Limoneira seller in Q3 2014 was Sterneck Capital Management, an estimated $2.57M sold.
Based on aggregated 13F filings for Q3 2014.