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Limoneira

62 hedge funds and large institutions have $90.3M invested in Limoneira in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $75.9M → $90.3M (+$14.4M)

13% more funds holding

Funds holding: 5562 (+7)

1.03% more ownership

Funds ownership: 25.48%26.51% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
13
Closed
3
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$521K +$56.9K +2,799 +15%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$518K +$123K +6,050 +38%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$501K -$48.8K -2,400 -10%
Two Sigma Investments
29
Two Sigma Investments
New York
$501K +$123K +6,050 +40%
MERSOM
30
Municipal Employees' Retirement System of Michigan
Michigan
$383K
DTL
31
Dynamic Technology Lab
Singapore
$358K +$308K +15,144 New
NSEDCP
32
NJ State Employees Deferred Compensation Plan
New Jersey
$354K +$305K +15,000 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$327K +$11.1K +545 +4%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$324K +$65K +3,199 +30%
Deutsche Bank
35
Deutsche Bank
Germany
$323K +$211K +10,380 +310%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$295K -$5.65K -278 -2%
WS
37
Wedbush Securities
California
$279K +$240K +11,807 New
AG
38
Algert Global
California
$276K +$238K +11,700 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257K +$17K +837 +8%
Wells Fargo
40
Wells Fargo
California
$215K +$15.4K +757 +9%
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$212K
NFA
42
Nationwide Fund Advisors
Ohio
$183K +$14.2K +700 +10%
AIG
43
American International Group
New York
$175K +$3.98K +196 +3%
DADC
44
D.A. Davidson & Co
Montana
$167K +$93.5K +4,600 +184%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$157K -$8.11K -399 -6%
AIM
46
Acrospire Investment Management
Illinois
$123K +$106K +5,213 New
SFPIA
47
Stevens First Principles Investment Advisors
California
$99K
ARMC
48
American Research & Management Company
Massachusetts
$95K
Legal & General Group
49
Legal & General Group
United Kingdom
$84K
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$71K

LMNR Hedge Fund Activity: Q2 2017 in Review

62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2017, worth a combined $90.3M — up 19% from $75.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LMNR positions and 3 closed out — a net gain of 7 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $636K. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $735K sold.

  • 62 institutional investors held Limoneira (LMNR) as of Q2 2017, up from 55 in Q1 2017.
  • Funds reported $90.3M of Limoneira stock for Q2 2017, up 19% quarter-over-quarter.
  • 10 funds opened new Limoneira positions in Q2 2017 and 3 closed out, a net change of +7 holders.
  • The largest Limoneira buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $636K added.
  • The largest Limoneira seller in Q2 2017 was Intrinsic Edge Capital Management, an estimated $735K sold.

Based on aggregated 13F filings for Q2 2017.