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Limoneira

84 hedge funds and large institutions have $126M invested in Limoneira in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

11% more funds holding

Funds holding: 7684 (+8)

1.09% less ownership

Funds ownership: 48.72%47.63% (-1.1%)

9% less capital invested

Capital invested by funds: $139M → $126M (-$12.9M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $457K

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
29
Closed
5
Calls
$3K
Puts
$457K
Net Calls
-$454K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
26
White Pine Capital
Minnesota
$701K +$3.66K +233 +0.5%
EHC
27
Everett Harris & Co
California
$674K +$9.98K +636 +1%
Charles Schwab
28
Charles Schwab
California
$620K
MA
29
Mutual Advisors
Nebraska
$600K -$4.83K -308 -0.8%
NSEDCP
30
NJ State Employees Deferred Compensation Plan
New Jersey
$570K
FCH
31
Freestone Capital Holdings
Washington
$559K
PPA
32
Parametric Portfolio Associates
Washington
$446K +$209K +13,330 +81%
FIB
33
First Interstate Bank
Montana
$375K
Wells Fargo
34
Wells Fargo
California
$361K +$194K +12,354 +106%
Two Sigma Investments
35
Two Sigma Investments
New York
$347K +$363K +23,144 New
WT
36
Whittier Trust
California
$346K
Invesco
37
Invesco
Georgia
$345K -$25.3K -1,611 -7%
JP Morgan Chase
38
JP Morgan Chase
New York
$325K +$166K +10,593 +95%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$308K -$4.47K -285 -1%
Barclays
40
Barclays
United Kingdom
$286K +$198K +12,631 +197%
Bank of America
41
Bank of America
North Carolina
$282K +$145K +9,235 +97%
Millennium Management
42
Millennium Management
New York
$248K -$48.1K -3,068 -16%
RJA
43
Raymond James & Associates
Florida
$228K +$238K +15,197 New
Goldman Sachs
44
Goldman Sachs
New York
$225K -$178K -11,323 -43%
AllianceBernstein
45
AllianceBernstein
Tennessee
$201K -$3.14K -200 -1%
RP
46
Riverwater Partners
Wisconsin
$201K +$211K +13,427 New
SIC
47
Samalin Investment Counsel
New York
$193K -$127K -8,106 -39%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$180K +$188K +12,000 New
ATPW
49
Ashton Thomas Private Wealth
Arizona
$178K
TI
50
Trexquant Investment
Connecticut
$160K +$168K +10,681 New

LMNR Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2021, worth a combined $126M — down 9.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LMNR positions and 5 closed out — a net gain of 9 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was Old West Investment Management, opening a new position worth an estimated $2.12M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $4.83M sold.

  • 84 institutional investors held Limoneira (LMNR) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $126M of Limoneira stock for Q4 2021, down 9.3% quarter-over-quarter.
  • 14 funds opened new Limoneira positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest Limoneira buyer in Q4 2021 was Old West Investment Management, an estimated $2.12M added.
  • The largest Limoneira seller in Q4 2021 was Silvercrest Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2021.