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Limoneira
LMNR

69 hedge funds and large institutions have $94.8M invested in Limoneira in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $89.5M → $94.8M (+$5.28M)

3% more funds holding

Funds holding: 67 → 69 (+2)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
17
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$1.17M
2
OCM
Otter Creek Management
Florida
+$1.01M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$733K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$670K
5
Renaissance Technologies
Renaissance Technologies
New York
+$541K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.77M
2
WPC
White Pine Capital
Minnesota
-$968K
3
BCM
Bridgeway Capital Management
Texas
-$474K
4
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$360K
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
26
Everett Harris & Co
California
$1.04M – – –
NJBEST
27
New Jersey Better Educational Savings Trust
New Jersey
$999K – – –
TCIM
28
TIAA CREF Investment Management
New York
$964K -$12.6K -507 -1%
BIM
29
BlackRock Investment Management
Delaware
$810K -$5.03K -202 -0.6%
APCM
30
Arbiter Partners Capital Management
New York
$691K – – –
CCB
31
Cutter & Co Brokerage
Missouri
$661K -$207K -8,300 -24%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$581K +$670K +26,900 New
LPL Financial
33
LPL Financial
California
$574K -$261K -10,489 -31%
Charles Schwab
34
Charles Schwab
California
$556K -$219K -8,790 -28%
Renaissance Technologies
35
Renaissance Technologies
New York
$543K +$541K +21,718 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$519K +$2.19K +88 +0.4%
Bank of America
37
Bank of America
North Carolina
$512K -$5.56K -223 -1%
TA
38
Teachers Advisors
New York
$397K – – –
FM
39
Forward Management
California
$375K – – –
Two Sigma Investments
40
Two Sigma Investments
New York
$372K +$2.79K +112 +0.8%
MC
41
Menta Capital
California
$337K +$336K +13,500 New
TC
42
TFS Capital
Pennsylvania
$336K -$18.2K -731 -5%
BFM
43
Boothbay Fund Management
New York
$323K +$322K +12,917 New
GC
44
Guggenheim Capital
Illinois
$319K +$67.7K +2,719 +27%
1CM
45
1492 Capital Management
Wisconsin
$267K – – –
NFA
46
Nationwide Fund Advisors
Ohio
$220K -$10.4K -417 -5%
ARTA
47
A.R.T. Advisors
New York
$214K +$214K +8,588 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$213K +$213K +8,546 New
ROTUOC
49
Regents of the University of California
California
$210K +$209K +8,400 New
AIG
50
American International Group
New York
$204K -$6.95K -279 -3%
1
2
3

LMNR Hedge Fund Activity: Q4 2014 in Review

69 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2014, worth a combined $94.8M — up 5.9% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LMNR positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.17M. The largest seller was Wellington Management Group, cutting an estimated $1.77M.

  • 69 institutional investors held Limoneira (LMNR) as of Q4 2014, up from 67 in Q3 2014.
  • Funds reported $94.8M of Limoneira stock for Q4 2014, up 5.9% quarter-over-quarter.
  • 10 funds opened new Limoneira positions in Q4 2014 and 7 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.17M added.
  • The largest Limoneira seller in Q4 2014 was Wellington Management Group, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2014.