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Limoneira

94 hedge funds and large institutions have $220M invested in Limoneira in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $206M → $220M (+$14.4M)

3% more funds holding

Funds holding: 9194 (+3)

0.37% more ownership

Funds ownership: 58.35%58.71% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

67% less call options, than puts

Call options by funds: $320K | Put options by funds: $974K

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
27
Reduced
30
Closed
8
Calls
$320K
Puts
$974K
Net Calls
-$654K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$986K +$27.6K +1,370 +3%
MA
27
Mutual Advisors
Nebraska
$874K
RSWM
28
Robertson Stephens Wealth Management
California
$863K
EI
29
EAM Investors
California
$862K
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$816K -$288K -14,284 -27%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$756K +$24.2K +1,201 +3%
Invesco
32
Invesco
Georgia
$696K -$140K -6,951 -17%
SWP
33
Stratos Wealth Partners
Ohio
$688K -$27.9K -1,384 -4%
EHC
34
Everett Harris & Co
California
$614K -$58.8K -2,920 -9%
BEAM
35
Baker Ellis Asset Management
Washington
$608K -$14.1K -700 -2%
AAM
36
Advisors Asset Management
Colorado
$602K +$32.1K +1,592 +6%
NSEDCP
37
NJ State Employees Deferred Compensation Plan
New Jersey
$583K -$201K -10,000 -26%
SSA
38
Schonfeld Strategic Advisors
New York
$522K +$505K +25,076 New
FIB
39
First Interstate Bank
Montana
$520K
Russell Investments Group
40
Russell Investments Group
United Kingdom
$504K
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$473K +$31.5K +1,565 +7%
American Century Companies
42
American Century Companies
Missouri
$462K +$111K +5,498 +33%
WT
43
Whittier Trust
California
$432K
BI
44
Bulldog Investors
New Jersey
$416K
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$375K +$363K +18,029 New
Wells Fargo
46
Wells Fargo
California
$357K +$30.1K +1,493 +10%
Jane Street
47
Jane Street
New York
$355K +$344K +17,075 New
CCIA
48
Campbell & Co Investment Adviser
Maryland
$350K +$4.49K +223 +1%
BCM
49
Bridgeway Capital Management
Texas
$285K -$40K -1,985 -13%
Bank of America
50
Bank of America
North Carolina
$259K +$53.9K +2,678 +27%

LMNR Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2024, worth a combined $220M — up 7% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.96M. The largest seller was SG Capital Management, exiting entirely with an estimated $979K sold.

  • 94 institutional investors held Limoneira (LMNR) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $220M of Limoneira stock for Q2 2024, up 7% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q2 2024 was Global Alpha Capital Management, an estimated $3.96M added.
  • The largest Limoneira seller in Q2 2024 was SG Capital Management, an estimated $979K sold.

Based on aggregated 13F filings for Q2 2024.