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Limoneira
LMNR

88 hedge funds and large institutions have $233M invested in Limoneira in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

25% more capital invested

Capital invested by funds: $187M → $233M (+$46.5M)

8.28% more ownership

Funds ownership: 42.28% → 50.56% (+8.3%)

5% more funds holding

Funds holding: 84 → 88 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

41% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.71M

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
39
Reduced
15
Closed
12
Calls
$1.01M
Puts
$1.71M
Net Calls
-$702K
Net Calls Change
-$690K

Top Buyers

Rank Fund Capital Flow
1
ACM
Ashford Capital Management
Delaware
+$14.7M
2
BlackRock
BlackRock
New York
+$14.1M
3
SIMG
Stephens Investment Management Group
Texas
+$12M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.67M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$11.6M
2
GACM
Global Alpha Capital Management
Quebec, Canada
-$10.9M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$8.71M
4
SI
Stephens Inc
Arkansas
-$2.58M
5
SSA
Schonfeld Strategic Advisors
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
51
New Jersey Better Educational Savings Trust
New Jersey
$548K – – –
Goldman Sachs
52
Goldman Sachs
New York
$546K +$582K +20,928 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$518K +$144K +5,167 +35%
Squarepoint
54
Squarepoint
New York
$493K +$525K +18,900 New
Wells Fargo
55
Wells Fargo
California
$483K +$35.7K +1,283 +7%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$421K +$449K +16,140 New
IFWM
57
Institute for Wealth Management
Colorado
$401K – – –
Invesco
58
Invesco
Georgia
$380K -$21.4K -769 -5%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$358K – – –
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$347K +$37.3K +1,340 +11%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$295K +$314K +11,300 New
BA
62
Boston Advisors
Massachusetts
$273K +$291K +10,465 New
EIM
63
Essex Investment Management
Massachusetts
$265K +$7.2K +259 +3%
AIG
64
American International Group
New York
$258K +$52.7K +1,896 +24%
Wolverine Trading
65
Wolverine Trading
Illinois
$231K +$246K +8,862 New
OAM
66
Oxford Asset Management
United Kingdom
$229K -$436K -15,696 -64%
AllianceBernstein
67
AllianceBernstein
Tennessee
$225K – – –
ROTUOC
68
Regents of the University of California
California
$219K – – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K -$198K -7,136 -46%
Barclays
70
Barclays
United Kingdom
$177K +$164K +5,886 +658%
MIM
71
MetLife Investment Management
New Jersey
$162K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$155K +$163K +5,864 +6,740%
UBS Group
73
UBS Group
Switzerland
$123K +$53.3K +1,917 +68%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$116K – – –
SFPIA
75
Stevens First Principles Investment Advisors
California
$109K – – –
1 2
3
4

LMNR Hedge Fund Activity: Q3 2018 in Review

88 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2018, worth a combined $233M — up 25% from $187M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LMNR positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Ashford Capital Management, opening a new position worth an estimated $14.7M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $11.6M sold.

  • 88 institutional investors held Limoneira (LMNR) as of Q3 2018, up from 84 in Q2 2018.
  • Funds reported $233M of Limoneira stock for Q3 2018, up 25% quarter-over-quarter.
  • 16 funds opened new Limoneira positions in Q3 2018 and 12 closed out, a net change of +4 holders.
  • The largest Limoneira buyer in Q3 2018 was Ashford Capital Management, an estimated $14.7M added.
  • The largest Limoneira seller in Q3 2018 was Polar Asset Management Partners, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2018.