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Limoneira
LMNR

58 hedge funds and large institutions have $91.7M invested in Limoneira in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $90.3M → $91.7M (+$1.45M)

0.96% more ownership

Funds ownership: 26.51% → 27.46% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 62 → 58 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
+$836K
2
Morgan Stanley
Morgan Stanley
New York
+$414K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$411K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$388K
5
IFWM
Institute for Wealth Management
Colorado
+$342K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$501K
2
DTL
Dynamic Technology Lab
Singapore
-$358K
3
DADC
D.A. Davidson & Co
Montana
-$167K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$128K
5
AIM
Acrospire Investment Management
Illinois
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$38K -$6.28K -282 -15%
CG
52
Cutler Group
California
$37K -$6.68K -300 -16%
HFM
53
Harvest Fund Management
China
$33K +$31.4K +1,411 New
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$24.9K -$2.47K -111 -9%
AG
55
Advisor Group
Arizona
$23K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$16K – – –
Barclays
57
Barclays
United Kingdom
$7K -$20K -899 -74%
AF
58
Allworth Financial
California
$3K – – –
Two Sigma Investments
59
Two Sigma Investments
New York
– -$501K -21,192 Closed
DTL
60
Dynamic Technology Lab
Singapore
– -$358K -15,144 Closed
DADC
61
D.A. Davidson & Co
Montana
– -$167K -7,100 Closed
AIM
62
Acrospire Investment Management
Illinois
– -$123K -5,213 Closed
SFPIA
63
Stevens First Principles Investment Advisors
California
– -$99K -4,170 Closed
PA
64
Parallel Advisors
California
– -$46K -2,010 Closed
Federated Hermes
65
Federated Hermes
Pennsylvania
– -$10K -419 Closed
Simplex Trading
66
Simplex Trading
Illinois
– -$5K -220 Closed
TDC
67
Thompson Davis & Co
Virginia
– -$3K -126 Closed
Citigroup
68
Citigroup
New York
– -$2K -80 Closed
1 2
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LMNR Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2017, worth a combined $91.7M — up 1.6% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LMNR and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $836K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $501K sold.

  • 58 institutional investors held Limoneira (LMNR) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $91.7M of Limoneira stock for Q3 2017, up 1.6% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest Limoneira buyer in Q3 2017 was Global Alpha Capital Management, an estimated $836K added.
  • The largest Limoneira seller in Q3 2017 was Two Sigma Investments, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2017.