Limoneira
LMNR
59 hedge funds and large institutions have $105M invested in Limoneira in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $91.3M → $105M (+$13.3M)
9% more funds holding
Funds holding: 54 → 59 (+5)
2.06% more ownership
Funds ownership: 28.28% → 30.34% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
63% less call options, than puts
Call options by funds: $237K | Put options by funds: $634K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$3.15M |
| 2 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$1.27M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.25M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$985K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Algert Global
San Francisco,
California
|
-$568K |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$329K |
| 3 |
Citigroup
New York
|
-$256K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$248K |
| 5 |
Renaissance Technologies
New York
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $43K | -$22.2K | -1,031 | -36% |
|
|
52
Citigroup
New York
| $39K | -$256K | -11,865 | -88% |
|
|
AG
53
Advisor Group
Phoenix,
Arizona
| $24K | – | – | – |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $18K | – | – | – |
|
55
Acadian Asset Management
Boston,
Massachusetts
| $16K | +$14.5K | +675 | New |
|
|
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $11.9K | -$329K | -15,293 | -97% |
|
|
PA
57
Parallel Advisors
San Francisco,
California
| $7K | +$6.46K | +300 | New |
|
58
Canada Life
Winnipeg,
Manitoba, Canada
| $4K | +$3.21K | +149 | New |
|
|
AF
59
Allworth Financial
Folsom,
California
| $3K | – | – | – |
|
|
AG
60
Algert Global
San Francisco,
California
| – | -$568K | -25,370 | Closed |
|
61
Parallax Volatility Advisers
San Francisco,
California
| – | -$42K | -1,890 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$9K | -405 | Closed |
|
|
DCM
63
Delpha Capital Management
New York
| – | -$7K | -328 | Closed |
|
LMNR Hedge Fund Activity: Q1 2018 in Review
59 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2018, worth a combined $105M — up 15% from $91.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LMNR positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Global Alpha Capital Management, adding an estimated $3.15M. The largest seller was Algert Global, exiting entirely with an estimated $568K sold.
- 59 institutional investors held Limoneira (LMNR) as of Q1 2018, up from 54 in Q4 2017.
- Funds reported $105M of Limoneira stock for Q1 2018, up 15% quarter-over-quarter.
- 9 funds opened new Limoneira positions in Q1 2018 and 4 closed out, a net change of +5 holders.
- The largest Limoneira buyer in Q1 2018 was Global Alpha Capital Management, an estimated $3.15M added.
- The largest Limoneira seller in Q1 2018 was Algert Global, an estimated $568K sold.
Based on aggregated 13F filings for Q1 2018.