Limoneira
LMNR
60 hedge funds and large institutions have $78.7M invested in Limoneira in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
25.83% more ownership
Funds ownership: 0% → 25.83% (+26%)
19% more capital invested
Capital invested by funds: $65.9M → $78.7M (+$12.8M)
5% more funds holding
Funds holding: 57 → 60 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.07M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.15M |
| 3 |
BlackRock
New York
|
+$924K |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$922K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$833K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
-$3.13M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.67M |
| 3 |
FIB
First Interstate Bank
Billings,
Montana
|
-$1.32M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.07M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$691K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $65K | – | – | – |
|
52
UBS Group
Zurich,
Switzerland
| $65K | +$11K | +569 | +23% |
|
|
DADC
53
D.A. Davidson & Co
Great Falls,
Montana
| $32K | – | – | – |
|
|
CG
54
Cutler Group
San Francisco,
California
| $26K | -$62.4K | -3,219 | -72% |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| $22K | – | – | – |
|
56
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $12K | -$182K | -9,374 | -94% |
|
|
AF
57
Allworth Financial
Folsom,
California
| $3K | – | – | – |
|
58
BNP Paribas Financial Markets
Paris,
France
| $2.22K | -$15.1K | -777 | -88% |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | -$108K | -5,600 | -98% |
|
|
WTB
60
Washington Trust Bank
Spokane,
Washington
| $1K | – | – | – |
|
|
61
Stifel Financial
St. Louis,
Missouri
| – | -$1.07M | -56,259 | Closed |
|
|
APCM
62
Arbiter Partners Capital Management
New York
| – | -$293K | -15,500 | Closed |
|
|
FMA
63
FNY Managed Accounts
New York
| – | -$17K | -900 | Closed |
|
64
Barclays
London,
United Kingdom
| – | -$3K | -147 | Closed |
|
LMNR Hedge Fund Activity: Q4 2016 in Review
60 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2016, worth a combined $78.7M — up 19% from $65.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LMNR positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $2.07M. The largest seller was SFE Investment Counsel, cutting an estimated $3.13M.
- 60 institutional investors held Limoneira (LMNR) as of Q4 2016, up from 57 in Q3 2016.
- Funds reported $78.7M of Limoneira stock for Q4 2016, up 19% quarter-over-quarter.
- 7 funds opened new Limoneira positions in Q4 2016 and 4 closed out, a net change of +3 holders.
- The largest Limoneira buyer in Q4 2016 was Renaissance Technologies, an estimated $2.07M added.
- The largest Limoneira seller in Q4 2016 was SFE Investment Counsel, an estimated $3.13M sold.
Based on aggregated 13F filings for Q4 2016.