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Limoneira

81 hedge funds and large institutions have $183M invested in Limoneira in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

5% more funds holding

Funds holding: 7781 (+4)

0.16% more ownership

Funds ownership: 55.95%56.11% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $198M → $183M (-$15.1M)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
18
Closed
7
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$287K +$216K +11,320 +264%
AllianceBernstein
52
AllianceBernstein
Tennessee
$270K +$36.2K +1,900 +15%
ECM
53
ExodusPoint Capital Management
New York
$250K +$259K +13,600 New
UBS Group
54
UBS Group
Switzerland
$201K +$115K +6,058 +125%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$197K
SI
56
Stephens Inc
Arkansas
$189K -$31K -1,629 -14%
Deutsche Bank
57
Deutsche Bank
Germany
$189K -$30.6K -1,606 -13%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$189K +$196K +10,287 New
Invesco
59
Invesco
Georgia
$184K +$191K +10,008 New
AIG
60
American International Group
New York
$181K -$1.29K -68 -0.7%
Barclays
61
Barclays
United Kingdom
$142K -$46.2K -2,424 -24%
MIM
62
MetLife Investment Management
New Jersey
$114K
OAM
63
Oppenheimer Asset Management
New York
$98K -$20.9K -1,096 -17%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$95.3K +$14.6K +764 +17%
QI
65
QS Investors
New York
$94K +$97.1K +5,100 New
Citigroup
66
Citigroup
New York
$85K -$3.52K -185 -4%
ARMC
67
American Research & Management Company
Massachusetts
$73K
Legal & General Group
68
Legal & General Group
United Kingdom
$69K +$24.8K +1,303 +53%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$66K
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
$55K +$57.1K +3,000 New
Victory Capital Management
71
Victory Capital Management
Texas
$46K +$48.1K +2,528 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$44.4K +$3.71K +195 +9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$25K +$781 +41 +3%
AIP
74
Ameritas Investment Partners
Nebraska
$23K
TRCT
75
Tower Research Capital (TRC)
New York
$21K +$21.9K +1,148 New

LMNR Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2019, worth a combined $183M — down 7.6% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $4.98M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $5.48M sold.

  • 81 institutional investors held Limoneira (LMNR) as of Q3 2019, up from 77 in Q2 2019.
  • Funds reported $183M of Limoneira stock for Q3 2019, down 7.6% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q3 2019 and 7 closed out, a net change of +6 holders.
  • The largest Limoneira buyer in Q3 2019 was Silvercrest Asset Management, an estimated $4.98M added.
  • The largest Limoneira seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $5.48M sold.

Based on aggregated 13F filings for Q3 2019.