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Limoneira

76 hedge funds and large institutions have $139M invested in Limoneira in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 7376 (+3)

2.42% less ownership

Funds ownership: 51.14%48.72% (-2.4%)

12% less capital invested

Capital invested by funds: $159M → $139M (-$19.3M)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $178K

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
27
Closed
5
Calls
Puts
$178K
Net Calls
-$178K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$669K -$1.13M -67,425 -62%
MA
27
Mutual Advisors
Nebraska
$652K -$1.7K -101 -0.2%
NSEDCP
28
NJ State Employees Deferred Compensation Plan
New Jersey
$615K
FCH
29
Freestone Capital Holdings
Washington
$603K
Goldman Sachs
30
Goldman Sachs
New York
$425K +$190K +11,293 +75%
FIB
31
First Interstate Bank
Montana
$404K
Invesco
32
Invesco
Georgia
$398K +$28.3K +1,682 +7%
WT
33
Whittier Trust
California
$373K
SIC
34
Samalin Investment Counsel
New York
$340K +$353K +21,004 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$337K -$151 -9 -0%
Marshall Wace
36
Marshall Wace
United Kingdom
$330K -$340K -20,230 -50%
Millennium Management
37
Millennium Management
New York
$317K +$3.13K +186 +1%
PPA
38
Parametric Portfolio Associates
Washington
$266K -$62.7K -3,724 -18%
AllianceBernstein
39
AllianceBernstein
Tennessee
$220K -$6.73K -400 -3%
ATPW
40
Ashton Thomas Private Wealth
Arizona
$192K
Wells Fargo
41
Wells Fargo
California
$189K +$2.64K +157 +1%
JP Morgan Chase
42
JP Morgan Chase
New York
$179K -$154K -9,131 -45%
DADC
43
D.A. Davidson & Co
Montana
$169K -$42.1K -2,500 -19%
Bank of America
44
Bank of America
North Carolina
$155K -$2.37K -141 -1%
Deutsche Bank
45
Deutsche Bank
Germany
$150K -$4.9K -291 -3%
AIG
46
American International Group
New York
$139K -$3.43K -204 -2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$137K -$221K -13,123 -61%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$135K -$93.5K -5,556 -40%
SG Americas Securities
49
SG Americas Securities
New York
$134K +$139K +8,263 New
LSA
50
Leonteq Securities AG
Switzerland
$110K +$2.42K +144 +2%

LMNR Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2021, worth a combined $139M — down 12% from $159M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LMNR positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Gabelli Funds, adding an estimated $448K. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $4.43M sold.

  • 76 institutional investors held Limoneira (LMNR) as of Q3 2021, up from 73 in Q2 2021.
  • Funds reported $139M of Limoneira stock for Q3 2021, down 12% quarter-over-quarter.
  • 9 funds opened new Limoneira positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest Limoneira buyer in Q3 2021 was Gabelli Funds, an estimated $448K added.
  • The largest Limoneira seller in Q3 2021 was Jupiter Asset Management, an estimated $4.43M sold.

Based on aggregated 13F filings for Q3 2021.