We are live on ! Find out more
LMNR icon

Limoneira
LMNR

58 hedge funds and large institutions have $91.7M invested in Limoneira in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $90.3M → $91.7M (+$1.45M)

0.96% more ownership

Funds ownership: 26.51% → 27.46% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 62 → 58 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
+$836K
2
Morgan Stanley
Morgan Stanley
New York
+$414K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$411K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$388K
5
IFWM
Institute for Wealth Management
Colorado
+$342K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$501K
2
DTL
Dynamic Technology Lab
Singapore
-$358K
3
DADC
D.A. Davidson & Co
Montana
-$167K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$128K
5
AIM
Acrospire Investment Management
Illinois
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$534K +$24.5K +1,100 +5%
Bank of America
27
Bank of America
North Carolina
$526K +$12.1K +542 +2%
AG
28
Algert Global
California
$525K +$244K +10,950 +94%
TA
29
Teachers Advisors
New York
$467K -$41.8K -1,878 -9%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$445K -$44.6K -2,001 -9%
MERSOM
31
Municipal Employees' Retirement System of Michigan
Michigan
$376K – – –
IFWM
32
Institute for Wealth Management
Colorado
$356K +$342K +15,360 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$322K +$1.78K +80 +0.6%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$317K – – –
Wells Fargo
35
Wells Fargo
California
$301K +$86.6K +3,886 +43%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K +$3.52K +158 +1%
WS
37
Wedbush Securities
California
$257K -$15.7K -705 -6%
Deutsche Bank
38
Deutsche Bank
Germany
$255K -$58K -2,601 -19%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K -$14.6K -655 -6%
First Trust Advisors
40
First Trust Advisors
Illinois
$219K +$210K +9,445 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$210K +$54.9K +2,462 +37%
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$208K – – –
CS
43
Credit Suisse
Switzerland
$203K +$195K +8,764 New
AIG
44
American International Group
New York
$186K +$13.3K +599 +8%
NFA
45
Nationwide Fund Advisors
Ohio
$179K – – –
AAM
46
Advisors Asset Management
Colorado
$106K +$102K +4,580 New
ARMC
47
American Research & Management Company
Massachusetts
$93K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$85K – – –
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$70K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$47K +$44.9K +2,015 New
1
2
3

LMNR Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2017, worth a combined $91.7M — up 1.6% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LMNR and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $836K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $501K sold.

  • 58 institutional investors held Limoneira (LMNR) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $91.7M of Limoneira stock for Q3 2017, up 1.6% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest Limoneira buyer in Q3 2017 was Global Alpha Capital Management, an estimated $836K added.
  • The largest Limoneira seller in Q3 2017 was Two Sigma Investments, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2017.