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Limoneira
LMNR

75 hedge funds and large institutions have $136M invested in Limoneira in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

1.81% more ownership

Funds ownership: 56.34% → 58.14% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 77 → 75 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less capital invested

Capital invested by funds: $192M → $136M (-$56.2M)

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
+$3.94M
2
EVM
Eaton Vance Management
Massachusetts
+$3M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.53M
5
FWSM
First Wilshire Securities Management
California
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$4.2M
2
SGI
Summit Global Investments
Utah
-$867K
3
NCGI
Next Century Growth Investors
Minnesota
-$705K
4
Renaissance Technologies
Renaissance Technologies
New York
-$492K
5
Morgan Stanley
Morgan Stanley
New York
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$800K -$4.1K -228 -0.4%
SIC
27
SFE Investment Counsel
California
$786K – – –
BAMCO Inc
28
BAMCO Inc
New York
$742K -$4.2M -233,391 -80%
EHC
29
Everett Harris & Co
California
$619K -$26K -1,445 -3%
PA
30
Parallel Advisors
California
$616K -$18K -1,000 -2%
MA
31
Mutual Advisors
Nebraska
$551K +$144 +8 +0%
NSEDCP
32
NJ State Employees Deferred Compensation Plan
New Jersey
$498K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$474K -$1.64K -91 -0.3%
TFO
34
Tarbox Family Office
California
$393K – – –
First Trust Advisors
35
First Trust Advisors
Illinois
$373K -$99.3K -5,523 -16%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$339K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$329K +$27.7K +1,540 +7%
FIB
38
First Interstate Bank
Montana
$328K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$314K +$5K +278 +1%
Wells Fargo
40
Wells Fargo
California
$290K +$52.2K +2,903 +15%
WT
41
Whittier Trust
California
$289K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$246K +$83.4K +4,638 +33%
AAM
43
Advisors Asset Management
Colorado
$236K -$188K -10,435 -37%
AllianceBernstein
44
AllianceBernstein
Tennessee
$219K +$36K +2,000 +14%
GI
45
GAMCO Investors
Connecticut
$210K +$288K +16,000 New
Invesco
46
Invesco
Georgia
$204K +$85.5K +4,752 +44%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$181K – – –
ATPW
48
Ashton Thomas Private Wealth
Arizona
$164K -$29.1K -1,619 -11%
UBS Group
49
UBS Group
Switzerland
$161K -$133K -7,401 -38%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138K +$9.28K +516 +5%
1
2
3 4

LMNR Hedge Fund Activity: Q1 2020 in Review

75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2020, worth a combined $136M — down 29% from $192M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LMNR and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 28 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.94M. The largest seller was BAMCO Inc, cutting an estimated $4.2M.

  • 75 institutional investors held Limoneira (LMNR) as of Q1 2020, down from 77 in Q4 2019.
  • Funds reported $136M of Limoneira stock for Q1 2020, down 29% quarter-over-quarter.
  • 7 funds opened new Limoneira positions in Q1 2020 and 8 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q1 2020 was Global Alpha Capital Management, an estimated $3.94M added.
  • The largest Limoneira seller in Q1 2020 was BAMCO Inc, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2020.