Limoneira
LMNR
58 hedge funds and large institutions have $66.1M invested in Limoneira in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
19% more capital invested
Capital invested by funds: $55.5M → $66.1M (+$10.6M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 59 → 58 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$929K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$801K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$203K |
| 4 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$182K |
| 5 |
Bank of New York Mellon
New York
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$496K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$475K |
| 3 |
LPL Financial
San Diego,
California
|
-$174K |
| 4 |
FIB
First Interstate Bank
Billings,
Montana
|
-$166K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
51
D.A. Davidson & Co
Great Falls,
Montana
| $22K | – | – | – |
|
52
UBS Group
Zurich,
Switzerland
| $22K | – | – | – |
|
53
Citigroup
New York
| $21K | -$137K | -8,240 | -87% |
|
|
CG
54
Cutler Group
San Francisco,
California
| $19K | -$1.35K | -81 | -7% |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| $17K | +$16.6K | +1,000 | New |
|
56
BNP Paribas Financial Markets
Paris,
France
| $8.11K | +$7.65K | +460 | New |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $7K | +$3.23K | +194 | +100% |
|
|
AF
58
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
|
CCMLC
59
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| – | -$496K | -32,604 | Closed |
|
|
60
LPL Financial
San Diego,
California
| – | -$174K | -11,517 | Closed |
|
|
GC
61
Guggenheim Capital
Chicago,
Illinois
| – | -$165K | -10,849 | Closed |
|
62
KBC Group
Brussels,
Belgium
| – | -$153K | -10,034 | Closed |
|
63
Barclays
London,
United Kingdom
| – | -$2K | -100 | Closed |
|
LMNR Hedge Fund Activity: Q2 2016 in Review
58 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2016, worth a combined $66.1M — up 19% from $55.5M a quarter earlier.
Fund positioning in LMNR was balanced in Q2 2016: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 12 trimmed.
The largest buyer was Global Alpha Capital Management, adding an estimated $929K. The largest seller was Cardinal Capital Management LLC (Connecticut), exiting entirely with an estimated $496K sold.
- 58 institutional investors held Limoneira (LMNR) as of Q2 2016, down from 59 in Q1 2016.
- Funds reported $66.1M of Limoneira stock for Q2 2016, up 19% quarter-over-quarter.
- 5 funds opened new Limoneira positions in Q2 2016 and 5 closed out, a net change of 0 holders.
- The largest Limoneira buyer in Q2 2016 was Global Alpha Capital Management, an estimated $929K added.
- The largest Limoneira seller in Q2 2016 was Cardinal Capital Management LLC (Connecticut), an estimated $496K sold.
Based on aggregated 13F filings for Q2 2016.