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Limoneira

88 hedge funds and large institutions have $157M invested in Limoneira in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

6% more funds holding

Funds holding: 8388 (+5)

0.07% less ownership

Funds ownership: 57.08%57.02% (-0.07%)

2% less capital invested

Capital invested by funds: $160M → $157M (-$2.64M)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
27
Reduced
22
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$752K
Charles Schwab
27
Charles Schwab
California
$724K
RSWM
28
Robertson Stephens Wealth Management
California
$712K
SWP
29
Stratos Wealth Partners
Ohio
$687K +$470K +30,790 +219%
MA
30
Mutual Advisors
Nebraska
$614K +$15 +1 +0%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$594K +$269K +17,646 +84%
NSEDCP
32
NJ State Employees Deferred Compensation Plan
New Jersey
$582K
EHC
33
Everett Harris & Co
California
$503K
Two Sigma Advisers
34
Two Sigma Advisers
New York
$475K -$131K -8,600 -22%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$419K +$417K +27,336 New
Bank of America
36
Bank of America
North Carolina
$417K +$60.4K +3,961 +17%
FIB
37
First Interstate Bank
Montana
$383K
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$322K +$10.6K +696 +3%
WT
39
Whittier Trust
California
$318K
Invesco
40
Invesco
Georgia
$313K +$312K +20,415 New
BEAM
41
Baker Ellis Asset Management
Washington
$313K +$9.92K +650 +3%
AAM
42
Advisors Asset Management
Colorado
$262K +$261K +17,101 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$251K +$4.68K +307 +2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$238K +$35K +2,291 +17%
UBS Group
45
UBS Group
Switzerland
$225K -$17.3K -1,135 -7%
FCH
46
Freestone Capital Holdings
Washington
$218K
Wells Fargo
47
Wells Fargo
California
$212K -$35.6K -2,331 -14%
JP Morgan Chase
48
JP Morgan Chase
New York
$183K -$25.8K -1,693 -12%
Deutsche Bank
49
Deutsche Bank
Germany
$182K +$36.3K +2,378 +25%
Goldman Sachs
50
Goldman Sachs
New York
$182K -$339K -22,204 -65%

LMNR Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2023, worth a combined $157M — down 1.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 6 closed out — a net gain of 5 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was First Wilshire Securities Management, adding an estimated $1.52M. The largest seller was Crown Advisors Management, exiting entirely with an estimated $1.56M sold.

  • 88 institutional investors held Limoneira (LMNR) as of Q3 2023, up from 83 in Q2 2023.
  • Funds reported $157M of Limoneira stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q3 2023 was First Wilshire Securities Management, an estimated $1.52M added.
  • The largest Limoneira seller in Q3 2023 was Crown Advisors Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2023.