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Limoneira
LMNR

Overview Fund Activity

87 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, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
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
21
Closed
6
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$123K

Top Buyers

1
FWSM
First Wilshire Securities Management
California
$11.1M
2
GACM
Global Alpha Capital Management
Quebec, Canada
$45.7M
3
SCM
SG Capital Management
Illinois
$882K
4
SWP
Stratos Wealth Partners
Ohio
$687K
5
GI
GAMCO Investors
Connecticut
$2.33M

Top Sellers

1
CAM
Crown Advisors Management
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$8.39M
4
Axa
Axa
France
$1.43M
5
GCP
GSA Capital Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$752K – – –
Charles Schwab
27
Charles Schwab
California
$724K – – –
RSWM
28
Robertson Stephens Wealth Management
California
$712K – – –
SWP
29
Stratos Wealth Partners
Ohio
$687K +$472K +30,790 +219%
MA
30
Mutual Advisors
Nebraska
$614K +$15 +1 +0%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$594K +$270K +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 -$132K -8,600 -22%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$419K +$419K +27,336 New
Bank of America
36
Bank of America
North Carolina
$417K +$60.7K +3,961 +17%
FIB
37
First Interstate Bank
Montana
$383K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$322K +$10.7K +696 +3%
WT
39
Whittier Trust
California
$318K – – –
Invesco
40
Invesco
Georgia
$313K +$313K +20,415 New
BEAM
41
Baker Ellis Asset Management
Washington
$313K +$9.96K +650 +3%
AAM
42
Advisors Asset Management
Colorado
$262K +$262K +17,101 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$251K +$4.7K +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 -$17.4K -1,135 -7%
FCH
46
Freestone Capital Holdings
Washington
$218K – – –
Wells Fargo
47
Wells Fargo
California
$212K -$35.7K -2,331 -14%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$183K -$25.9K -1,693 -12%
Deutsche Bank
49
Deutsche Bank
Germany
$182K +$36.4K +2,378 +25%
Goldman Sachs
50
Goldman Sachs
New York
$182K -$340K -22,204 -65%
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