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Limoneira

104 hedge funds and large institutions have $254M invested in Limoneira in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $305K | Put options by funds: $104K

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

0.86% less ownership

Funds ownership: 58.4%57.54% (-0.86%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 106104 (-2)

9% less capital invested

Capital invested by funds: $279M → $254M (-$24.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
38
Reduced
24
Closed
11
Calls
$305K
Puts
$104K
Net Calls
+$201K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.16M
AAM
27
Advisors Asset Management
Colorado
$1.15M +$266K +9,946 +27%
SFS
28
Sowell Financial Services
Arkansas
$958K +$1.05M +39,160 New
JP Morgan Chase
29
JP Morgan Chase
New York
$943K +$788K +29,470 +324%
MA
30
Mutual Advisors
Nebraska
$920K
BEAM
31
Baker Ellis Asset Management
Washington
$868K +$127K +4,736 +15%
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$831K
American Century Companies
33
American Century Companies
Missouri
$787K +$129K +4,826 +18%
SWP
34
Stratos Wealth Partners
Ohio
$774K -$4.89K -183 -0.6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$710K +$174K +6,513 +29%
EHC
36
Everett Harris & Co
California
$687K
NSEDCP
37
NJ State Employees Deferred Compensation Plan
New Jersey
$685K
Invesco
38
Invesco
Georgia
$625K +$13.4K +500 +2%
FIB
39
First Interstate Bank
Montana
$612K
Barclays
40
Barclays
United Kingdom
$609K +$85.2K +3,187 +15%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$594K
Squarepoint
42
Squarepoint
New York
$561K +$302K +11,310 +97%
UBS Group
43
UBS Group
Switzerland
$559K -$31.2K -1,166 -5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$508K +$7.89K +295 +1%
WT
45
Whittier Trust
California
$507K
SSA
46
Schonfeld Strategic Advisors
New York
$504K -$2.17M -81,289 -80%
BI
47
Bulldog Investors
New Jersey
$489K
C
48
Covestor
United Kingdom
$489K +$275K +10,289 +106%
Wells Fargo
49
Wells Fargo
California
$480K +$56.6K +2,116 +12%
Bank of America
50
Bank of America
North Carolina
$439K +$131K +4,897 +37%

LMNR Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2024, worth a combined $254M — down 8.9% from $279M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LMNR and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 38 added.

The largest buyer was Scoggin Management, adding an estimated $1.82M. The largest seller was First Wilshire Securities Management, cutting an estimated $4.44M.

  • 104 institutional investors held Limoneira (LMNR) as of Q4 2024, down from 106 in Q3 2024.
  • Funds reported $254M of Limoneira stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 10 funds opened new Limoneira positions in Q4 2024 and 11 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q4 2024 was Scoggin Management, an estimated $1.82M added.
  • The largest Limoneira seller in Q4 2024 was First Wilshire Securities Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2024.