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Limoneira

78 hedge funds and large institutions have $153M invested in Limoneira in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $274K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more capital invested

Capital invested by funds: $99.7M → $153M (+$53.4M)

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 7478 (+4)

1.82% more ownership

Funds ownership: 49.63%51.45% (+1.8%)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
13
Increased
29
Reduced
20
Closed
9
Calls
$1.66M
Puts
$274K
Net Calls
+$1.38M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$1.04M
SIC
27
SFE Investment Counsel
California
$1.01M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$891K
Two Sigma Advisers
29
Two Sigma Advisers
New York
$821K -$303K -20,700 -30%
Goldman Sachs
30
Goldman Sachs
New York
$801K +$703K +48,083 New
RSWM
31
Robertson Stephens Wealth Management
California
$774K
Citigroup
32
Citigroup
New York
$734K +$209K +14,328 +48%
JP Morgan Chase
33
JP Morgan Chase
New York
$705K +$595K +40,679 +2,474%
MA
34
Mutual Advisors
Nebraska
$668K +$15 +1 +0%
NSEDCP
35
NJ State Employees Deferred Compensation Plan
New Jersey
$633K
EHC
36
Everett Harris & Co
California
$573K -$49.9K -3,415 -9%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$560K +$233K +15,921 +90%
Northern Trust
38
Northern Trust
Illinois
$514K -$5.98K -409 -1%
HF
39
HRT Financial
New York
$448K +$393K +26,905 New
FIB
40
First Interstate Bank
Montana
$417K
WT
41
Whittier Trust
California
$359K -$22.5K -1,539 -7%
Two Sigma Investments
42
Two Sigma Investments
New York
$310K -$767K -52,441 -74%
Citadel Advisors
43
Citadel Advisors
Florida
$270K -$151K -10,304 -39%
Corient Private Wealth
44
Corient Private Wealth
Florida
$263K +$230K +15,759 New
BEAM
45
Baker Ellis Asset Management
Washington
$259K -$7.31K -500 -3%
FCH
46
Freestone Capital Holdings
Washington
$258K -$131K -8,992 -37%
Man Group
47
Man Group
United Kingdom
$249K -$243K -16,644 Closed
SWP
48
Stratos Wealth Partners
Ohio
$234K +$206K +14,065 New
LCM
49
Legato Capital Management
California
$203K -$75.5K -5,164 -30%
Marshall Wace
50
Marshall Wace
United Kingdom
$201K -$239K -16,365 -58%

LMNR Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2023, worth a combined $153M — up 54% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.47M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.73M sold.

  • 78 institutional investors held Limoneira (LMNR) as of Q1 2023, up from 74 in Q4 2022.
  • Funds reported $153M of Limoneira stock for Q1 2023, up 54% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q1 2023 and 9 closed out, a net change of +4 holders.
  • The largest Limoneira buyer in Q1 2023 was Jane Street, an estimated $1.47M added.
  • The largest Limoneira seller in Q1 2023 was Boothbay Fund Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2023.