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Limoneira

76 hedge funds and large institutions have $83.6M invested in Limoneira in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

10% more funds holding

Funds holding: 6976 (+7)

12% less capital invested

Capital invested by funds: $94.8M → $83.6M (-$11.2M)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
23
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Sophrosyne Capital
New York
$135K +$134K +6,200 New
PCM
52
Potomac Capital Management
New York
$131K +$130K +6,000 New
KBC Group
53
KBC Group
Belgium
$119K
ARMC
54
American Research & Management Company
Massachusetts
$113K
FMA
55
FNY Managed Accounts
New York
$63.2K +$62.8K +2,900 New
WT
56
Whittier Trust
California
$54K +$54.2K +2,500 New
UBS Group
57
UBS Group
Switzerland
$48K -$23.1K -1,066 -33%
Legal & General Group
58
Legal & General Group
United Kingdom
$48K
PCM
59
Prelude Capital Management
New York
$46K +$45.5K +2,100 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$37K +$10.8K +500 +42%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$35K +$13K +600 +60%
DADC
62
D.A. Davidson & Co
Montana
$23K
Citigroup
63
Citigroup
New York
$13K -$28.7K -1,326 -68%
Wells Fargo
64
Wells Fargo
California
$13K +$2.02K +93 +18%
TFA
65
Transamerica Financial Advisors
Florida
$11K
WRM
66
Westport Resources Management
Connecticut
$11K
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$9K +$9.1K +420 New
Barclays
68
Barclays
United Kingdom
$7K -$6.59K -304 -48%
BlackRock
69
BlackRock
New York
$7K
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$5.84K +$5.81K +268 New
TRCT
71
Tower Research Capital (TRC)
New York
$4K +$4.31K +199 New
AF
72
Allworth Financial
California
$3K +$3.03K +140 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187 +$7.69K +355 +4%
MSTVIM
75
Messner & Smith Theme Value Investment Management
California
-$1.18M -47,316 Closed

LMNR Hedge Fund Activity: Q1 2015 in Review

76 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2015, worth a combined $83.6M — down 12% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 6 closed out — a net gain of 7 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Northpointe Capital, opening a new position worth an estimated $1.24M. The largest seller was Wellington Management Group, cutting an estimated $2.94M.

  • 76 institutional investors held Limoneira (LMNR) as of Q1 2015, up from 69 in Q4 2014.
  • Funds reported $83.6M of Limoneira stock for Q1 2015, down 12% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q1 2015 and 6 closed out, a net change of +7 holders.
  • The largest Limoneira buyer in Q1 2015 was Northpointe Capital, an estimated $1.24M added.
  • The largest Limoneira seller in Q1 2015 was Wellington Management Group, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2015.