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Limoneira

83 hedge funds and large institutions have $160M invested in Limoneira in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $147K | Put options by funds: $22K

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

6% more funds holding

Funds holding: 7883 (+5)

5.63% more ownership

Funds ownership: 51.45%57.08% (+5.6%)

4% more capital invested

Capital invested by funds: $153M → $160M (+$6.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
26
Reduced
19
Closed
16
Calls
$147K
Puts
$22K
Net Calls
+$125K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Acuitas Investments
Washington
$820K +$868K +52,695 New
N
27
Nuveen
North Carolina
$764K +$809K +49,114 New
Charles Schwab
28
Charles Schwab
California
$735K +$778K +47,248 New
RSWM
29
Robertson Stephens Wealth Management
California
$723K
GCP
30
GSA Capital Partners
United Kingdom
$657K +$696K +42,252 New
Citadel Advisors
31
Citadel Advisors
Florida
$631K +$400K +24,303 +150%
MA
32
Mutual Advisors
Nebraska
$624K
Two Sigma Advisers
33
Two Sigma Advisers
New York
$616K -$160K -9,700 -20%
NSEDCP
34
NJ State Employees Deferred Compensation Plan
New Jersey
$591K
Goldman Sachs
35
Goldman Sachs
New York
$530K -$231K -13,996 -29%
EHC
36
Everett Harris & Co
California
$511K -$25.9K -1,575 -5%
FIB
37
First Interstate Bank
Montana
$389K
Bank of America
38
Bank of America
North Carolina
$362K +$287K +17,413 +299%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$329K -$759K -46,074 -69%
WT
40
Whittier Trust
California
$323K -$13.1K -794 -4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$317K +$335K +20,355 New
BEAM
42
Baker Ellis Asset Management
Washington
$307K +$69.2K +4,200 +27%
Wells Fargo
43
Wells Fargo
California
$251K +$108K +6,549 +68%
Corient Private Wealth
44
Corient Private Wealth
Florida
$250K +$4.97K +302 +2%
UBS Group
45
UBS Group
Switzerland
$246K +$149K +9,044 +133%
LCM
46
Legato Capital Management
California
$239K +$52.2K +3,171 +26%
Two Sigma Investments
47
Two Sigma Investments
New York
$232K -$60.9K -3,700 -20%
FCH
48
Freestone Capital Holdings
Washington
$222K -$20.3K -1,234 -8%
SWP
49
Stratos Wealth Partners
Ohio
$219K +$214 +13 +0.1%
JP Morgan Chase
50
JP Morgan Chase
New York
$212K -$473K -28,704 -68%

LMNR Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2023, worth a combined $160M — up 4.3% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LMNR positions and 16 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $12.8M. The largest seller was Millennium Management, exiting entirely with an estimated $2.99M sold.

  • 83 institutional investors held Limoneira (LMNR) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $160M of Limoneira stock for Q2 2023, up 4.3% quarter-over-quarter.
  • 21 funds opened new Limoneira positions in Q2 2023 and 16 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q2 2023 was BlackRock, an estimated $12.8M added.
  • The largest Limoneira seller in Q2 2023 was Millennium Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2023.