Limoneira
LMNR
62 hedge funds and large institutions have $90.3M invested in Limoneira in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
19% more capital invested
Capital invested by funds: $75.9M → $90.3M (+$14.4M)
13% more funds holding
Funds holding: 55 → 62 (+7)
1.03% more ownership
Funds ownership: 25.48% → 26.51% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$636K |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$587K |
| 3 |
State Street
Boston,
Massachusetts
|
+$527K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$519K |
| 5 |
DTL
Dynamic Technology Lab
Singapore
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$735K |
| 2 |
JP Morgan Chase
New York
|
-$160K |
| 3 |
Renaissance Technologies
New York
|
-$73.2K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.1K |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$48.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $46K | +$81 | +4 | +0.2% |
|
52
UBS Group
Zurich,
Switzerland
| $46K | +$7.16K | +352 | +22% |
|
|
CG
53
Cutler Group
San Francisco,
California
| $45K | -$34K | -1,675 | -47% |
|
54
Barclays
London,
United Kingdom
| $28K | +$23.5K | +1,154 | +2,137% |
|
55
BNP Paribas Financial Markets
Paris,
France
| $28K | +$23.8K | +1,172 | +9,767% |
|
|
AG
56
Advisor Group
Phoenix,
Arizona
| $24K | – | – | – |
|
|
AIP
57
Ameritas Investment Partners
Lincoln,
Nebraska
| $18K | – | – | – |
|
58
Federated Hermes
Pittsburgh,
Pennsylvania
| $10K | +$8.52K | +419 | New |
|
59
Simplex Trading
Chicago,
Illinois
| $5K | +$4.47K | +220 | New |
|
|
AF
60
Allworth Financial
Folsom,
California
| $3K | – | – | – |
|
|
TDC
61
Thompson Davis & Co
Richmond,
Virginia
| $3K | +$2.56K | +126 | New |
|
62
Citigroup
New York
| $2K | +$894 | +44 | +122% |
|
|
IECM
63
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$735K | -35,153 | Closed |
|
|
64
JP Morgan Chase
New York
| – | -$160K | -7,673 | Closed |
|
65
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2K | -100 | Closed |
|
LMNR Hedge Fund Activity: Q2 2017 in Review
62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2017, worth a combined $90.3M — up 19% from $75.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LMNR positions and 3 closed out — a net gain of 7 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $636K. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $735K sold.
- 62 institutional investors held Limoneira (LMNR) as of Q2 2017, up from 55 in Q1 2017.
- Funds reported $90.3M of Limoneira stock for Q2 2017, up 19% quarter-over-quarter.
- 10 funds opened new Limoneira positions in Q2 2017 and 3 closed out, a net change of +7 holders.
- The largest Limoneira buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $636K added.
- The largest Limoneira seller in Q2 2017 was Intrinsic Edge Capital Management, an estimated $735K sold.
Based on aggregated 13F filings for Q2 2017.