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Limoneira

59 hedge funds and large institutions have $105M invested in Limoneira in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $91.3M → $105M (+$13.3M)

9% more funds holding

Funds holding: 5459 (+5)

2.06% more ownership

Funds ownership: 28.28%30.34% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

63% less call options, than puts

Call options by funds: $237K | Put options by funds: $634K

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
18
Closed
4
Calls
$237K
Puts
$634K
Net Calls
-$397K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
NSEDCP
26
NJ State Employees Deferred Compensation Plan
New Jersey
$593K
TA
27
Teachers Advisors
New York
$478K
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$443K -$8.1K -376 -2%
Wells Fargo
29
Wells Fargo
California
$429K -$1.31K -61 -0.3%
Deutsche Bank
30
Deutsche Bank
Germany
$372K -$248K -11,495 -42%
OAM
31
Oxford Asset Management
United Kingdom
$366K +$333K +15,438 New
IFWM
32
Institute for Wealth Management
Colorado
$358K +$331K +15,360 New
AAM
33
Advisors Asset Management
Colorado
$345K +$124K +5,774 +56%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$325K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$316K +$110K +5,103 +62%
CEP
36
Chicago Equity Partners
Illinois
$297K +$270K +12,520 New
Invesco
37
Invesco
Georgia
$283K +$257K +11,920 New
First Trust Advisors
38
First Trust Advisors
Illinois
$275K +$19.1K +887 +8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$272K -$9.16K -425 -4%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$242K +$6.31K +293 +3%
AIG
41
American International Group
New York
$183K -$8.98K -417 -5%
MIM
42
MetLife Investment Management
New Jersey
$147K
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$105K
SFPIA
44
Stevens First Principles Investment Advisors
California
$99K
ARMC
45
American Research & Management Company
Massachusetts
$95K
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$71K
Barclays
47
Barclays
United Kingdom
$60K +$8.88K +412 +20%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$59.5K -$6.29K -292 -10%
JP Morgan Chase
49
JP Morgan Chase
New York
$58K -$3.73K -173 -7%
Legal & General Group
50
Legal & General Group
United Kingdom
$55K -$22.8K -1,059 -32%

LMNR Hedge Fund Activity: Q1 2018 in Review

59 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2018, worth a combined $105M — up 15% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LMNR positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.15M. The largest seller was Algert Global, exiting entirely with an estimated $568K sold.

  • 59 institutional investors held Limoneira (LMNR) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $105M of Limoneira stock for Q1 2018, up 15% quarter-over-quarter.
  • 9 funds opened new Limoneira positions in Q1 2018 and 4 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q1 2018 was Global Alpha Capital Management, an estimated $3.15M added.
  • The largest Limoneira seller in Q1 2018 was Algert Global, an estimated $568K sold.

Based on aggregated 13F filings for Q1 2018.