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Limoneira
LMNR

Overview Fund Activity

103 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, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-2
Holders Change %
-1.9%
% 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
23
Closed
11
Calls
$305K
Puts
$104K
Net Calls
+$201K
Net Calls Change
-$1.66M

Top Buyers

1
SM
Scoggin Management
New York
$3.36M
2
RSWM
Robertson Stephens Wealth Management
California
$2.49M
3
RP
Riverwater Partners
Wisconsin
$6.27M
4
SFS
Sowell Financial Services
Arkansas
$958K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$943K

Top Sellers

1
FWSM
First Wilshire Securities Management
California
$12.9M
2
SSA
Schonfeld Strategic Advisors
New York
$504K
3
OWIM
Old West Investment Management
California
$10.6M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$79.8M
5
EI
EAM Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.16M – – –
AAM
27
Advisors Asset Management
Colorado
$1.15M +$243K +9,946 +27%
SFS
28
Sowell Financial Services
Arkansas
$958K +$958K +39,160 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$943K +$721K +29,470 +324%
MA
30
Mutual Advisors
Nebraska
$920K – – –
BEAM
31
Baker Ellis Asset Management
Washington
$868K +$116K +4,736 +15%
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$831K – – –
American Century Companies
33
American Century Companies
Missouri
$787K +$118K +4,826 +18%
SWP
34
Stratos Wealth Partners
Ohio
$774K -$4.48K -183 -0.6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$710K +$159K +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 +$12.2K +500 +2%
FIB
39
First Interstate Bank
Montana
$612K – – –
Barclays
40
Barclays
United Kingdom
$609K +$78K +3,187 +15%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$594K – – –
Squarepoint
42
Squarepoint
New York
$561K +$277K +11,310 +97%
UBS Group
43
UBS Group
Switzerland
$559K -$28.5K -1,166 -5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$508K +$7.22K +295 +1%
WT
45
Whittier Trust
California
$507K – – –
SSA
46
Schonfeld Strategic Advisors
New York
$504K -$1.99M -81,289 -80%
BI
47
Bulldog Investors
New Jersey
$489K – – –
C
48
Covestor
United Kingdom
$489K +$251K +10,289 +106%
Wells Fargo
49
Wells Fargo
California
$480K +$51.8K +2,116 +12%
Bank of America
50
Bank of America
North Carolina
$439K +$120K +4,897 +37%
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