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Limoneira

55 hedge funds and large institutions have $75.9M invested in Limoneira in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 25.83%25.48% (-0.35%)

4% less capital invested

Capital invested by funds: $78.7M → $75.9M (-$2.8M)

8% less funds holding

Funds holding: 6055 (-5)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$402K +$24.9K +1,340 +7%
MERSOM
27
Municipal Employees' Retirement System of Michigan
Michigan
$339K
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$332K +$295K +15,878 New
Two Sigma Investments
29
Two Sigma Investments
New York
$317K -$408K -21,965 -59%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$278K +$10.2K +549 +4%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K +$238K +12,799 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$220K +$19 +1 +0%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211K +$176K +9,460 +1,645%
MLICM
34
Metropolitan Life Insurance Company (MetLife)
New York
$188K -$1.71K -92 -1%
Wells Fargo
35
Wells Fargo
California
$175K +$7.61K +410 +5%
JP Morgan Chase
36
JP Morgan Chase
New York
$160K -$277K -14,933 -66%
AIG
37
American International Group
New York
$151K +$8.75K +471 +7%
NFA
38
Nationwide Fund Advisors
Ohio
$147K -$11.7K -631 -8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$147K +$67.9K +3,654 +108%
SFPIA
40
Stevens First Principles Investment Advisors
California
$87K
ARMC
41
American Research & Management Company
Massachusetts
$84K
Legal & General Group
42
Legal & General Group
United Kingdom
$75K -$7.28K -392 -10%
CG
43
Cutler Group
California
$74K +$43.3K +2,334 +187%
Deutsche Bank
44
Deutsche Bank
Germany
$69K -$359K -19,336 -85%
Toronto Dominion Bank
45
Toronto Dominion Bank
Ontario, Canada
$63K
DADC
46
D.A. Davidson & Co
Montana
$52K +$18.6K +1,000 +67%
PA
47
Parallel Advisors
California
$39K +$37.3K +2,006 New
UBS Group
48
UBS Group
Switzerland
$33K -$27.2K -1,467 -48%
AG
49
Advisor Group
Arizona
$21K
AIP
50
Ameritas Investment Partners
Nebraska
$16K +$14K +753 New

LMNR Hedge Fund Activity: Q1 2017 in Review

55 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2017, worth a combined $75.9M — down 3.6% from $78.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LMNR and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $11.2M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.73M sold.

  • 55 institutional investors held Limoneira (LMNR) as of Q1 2017, down from 60 in Q4 2016.
  • Funds reported $75.9M of Limoneira stock for Q1 2017, down 3.6% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q1 2017 and 7 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q1 2017 was BlackRock, an estimated $11.2M added.
  • The largest Limoneira seller in Q1 2017 was Wellington Management Group, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2017.