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Limoneira
LMNR

77 hedge funds and large institutions have $129M invested in Limoneira in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 47.63% → 49.7% (+2.1%)

2% more capital invested

Capital invested by funds: $126M → $129M (+$2.43M)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

8% less funds holding

Funds holding: 84 → 77 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

64% less call options, than puts

Call options by funds: $150K | Put options by funds: $422K

Holders
77
Holders Change
-7
Holders Change %
-8.33%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
25
Reduced
25
Closed
13
Calls
$150K
Puts
$422K
Net Calls
-$272K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
OWIM
Old West Investment Management
California
+$6.51M
2
GACM
Global Alpha Capital Management
Quebec, Canada
+$2.96M
3
RSWM
Robertson Stephens Wealth Management
California
+$675K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$380K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$372K

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$2.5M
2
Axa
Axa
France
-$1.24M
3
BlackRock
BlackRock
New York
-$386K
4
Morgan Stanley
Morgan Stanley
New York
-$273K
5
Millennium Management
Millennium Management
New York
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
26
Robertson Stephens Wealth Management
California
$681K +$675K +46,450 New
EHC
27
Everett Harris & Co
California
$668K +$8.43K +580 +1%
Charles Schwab
28
Charles Schwab
California
$616K +$8.74K +601 +1%
MA
29
Mutual Advisors
Nebraska
$587K – – –
NSEDCP
30
NJ State Employees Deferred Compensation Plan
New Jersey
$558K – – –
Two Sigma Advisers
31
Two Sigma Advisers
New York
$552K +$372K +25,600 +213%
FCH
32
Freestone Capital Holdings
Washington
$547K – – –
RP
33
Riverwater Partners
Wisconsin
$418K +$219K +15,048 +112%
Two Sigma Investments
34
Two Sigma Investments
New York
$408K +$67.7K +4,654 +20%
PPA
35
Parametric Portfolio Associates
Washington
$370K -$66.4K -4,566 -15%
FIB
36
First Interstate Bank
Montana
$367K – – –
WT
37
Whittier Trust
California
$339K – – –
Invesco
38
Invesco
Georgia
$338K +$683 +47 +0.2%
Wells Fargo
39
Wells Fargo
California
$312K -$40.1K -2,758 -11%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$282K -$19.3K -1,325 -6%
BEAM
41
Baker Ellis Asset Management
Washington
$206K +$58.9K +4,050 +41%
AllianceBernstein
42
AllianceBernstein
Tennessee
$197K – – –
SIC
43
Samalin Investment Counsel
New York
$182K -$6.8K -468 -4%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$174K – – –
PAM
45
Panagora Asset Management
Massachusetts
$156K +$154K +10,600 New
Deutsche Bank
46
Deutsche Bank
Germany
$129K -$14.8K -1,020 -10%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$122K +$145 +10 +0.1%
JP Morgan Chase
48
JP Morgan Chase
New York
$121K -$196K -13,488 -62%
AIG
49
American International Group
New York
$114K -$7.97K -548 -7%
Bank of America
50
Bank of America
North Carolina
$106K -$168K -11,557 -62%
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LMNR Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2022, worth a combined $129M — up 1.9% from $126M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LMNR and 6 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Old West Investment Management, adding an estimated $6.51M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $2.5M sold.

  • 77 institutional investors held Limoneira (LMNR) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $129M of Limoneira stock for Q1 2022, up 1.9% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q1 2022 and 13 closed out, a net change of -7 holders.
  • The largest Limoneira buyer in Q1 2022 was Old West Investment Management, an estimated $6.51M added.
  • The largest Limoneira seller in Q1 2022 was Eaton Vance Management, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2022.