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Limoneira

80 hedge funds and large institutions have $179M invested in Limoneira in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

1.12% more ownership

Funds ownership: 50.56%51.69% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 8880 (-8)

23% less capital invested

Capital invested by funds: $233M → $179M (-$54.7M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

72% less call options, than puts

Call options by funds: $211K | Put options by funds: $764K

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
28
Reduced
23
Closed
20
Calls
$211K
Puts
$764K
Net Calls
-$553K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$939K -$23.6K -1,000 -2%
TCIM
27
TIAA CREF Investment Management
New York
$880K +$55.7K +2,357 +6%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$870K +$1.05M +44,485 New
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$854K
Deutsche Bank
30
Deutsche Bank
Germany
$725K -$117K -4,948 -12%
MSE
31
MUFG Securities EMEA
United Kingdom
$674K
Two Sigma Investments
32
Two Sigma Investments
New York
$654K +$33.9K +1,434 +4%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$629K +$153K +6,488 +25%
TA
34
Teachers Advisors
New York
$619K +$77K +3,260 +11%
SGI
35
Summit Global Investments
Utah
$594K +$718K +30,400 New
Renaissance Technologies
36
Renaissance Technologies
New York
$561K -$1.2M -50,900 -64%
Wells Fargo
37
Wells Fargo
California
$552K +$231K +9,795 +53%
NC
38
Northpointe Capital
Michigan
$525K -$449K -19,006 -41%
First Trust Advisors
39
First Trust Advisors
Illinois
$517K +$98.2K +4,159 +19%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$515K +$153K +6,473 +33%
NSEDCP
41
NJ State Employees Deferred Compensation Plan
New Jersey
$508K +$23.6K +1,000 +4%
AAM
42
Advisors Asset Management
Colorado
$493K +$9.64K +408 +2%
FIB
43
First Interstate Bank
Montana
$489K
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$481K +$47.4K +2,006 +9%
WT
45
Whittier Trust
California
$432K +$522K +22,089 New
NJBEST
46
New Jersey Better Educational Savings Trust
New Jersey
$411K
PI
47
Putnam Investments
Massachusetts
$409K +$494K +20,900 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$391K +$159K +6,711 +51%
PI
49
PEAK6 Investments
Illinois
$369K +$446K +18,881 New
Invesco
50
Invesco
Georgia
$314K +$35.4K +1,499 +10%

LMNR Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2018, worth a combined $179M — down 23% from $233M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of LMNR and 12 opened new positions — a net loss of 8 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Next Century Growth Investors, adding an estimated $9.47M. The largest seller was JP Morgan Chase, cutting an estimated $7.97M.

  • 80 institutional investors held Limoneira (LMNR) as of Q4 2018, down from 88 in Q3 2018.
  • Funds reported $179M of Limoneira stock for Q4 2018, down 23% quarter-over-quarter.
  • 12 funds opened new Limoneira positions in Q4 2018 and 20 closed out, a net change of -8 holders.
  • The largest Limoneira buyer in Q4 2018 was Next Century Growth Investors, an estimated $9.47M added.
  • The largest Limoneira seller in Q4 2018 was JP Morgan Chase, an estimated $7.97M sold.

Based on aggregated 13F filings for Q4 2018.