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Limoneira
LMNR

75 hedge funds and large institutions have $136M invested in Limoneira in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

1.81% more ownership

Funds ownership: 56.34% → 58.14% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 77 → 75 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less capital invested

Capital invested by funds: $192M → $136M (-$56.2M)

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
+$3.94M
2
EVM
Eaton Vance Management
Massachusetts
+$3M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.53M
5
FWSM
First Wilshire Securities Management
California
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$4.2M
2
SGI
Summit Global Investments
Utah
-$867K
3
NCGI
Next Century Growth Investors
Minnesota
-$705K
4
Renaissance Technologies
Renaissance Technologies
New York
-$492K
5
Morgan Stanley
Morgan Stanley
New York
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$129K +$33K +1,836 +23%
AIG
52
American International Group
New York
$121K -$9.62K -535 -5%
MIM
53
MetLife Investment Management
New Jersey
$81.3K – – –
OAM
54
Oppenheimer Asset Management
New York
$70K +$252 +14 +0.3%
Barclays
55
Barclays
United Kingdom
$68K -$189K -10,490 -67%
Deutsche Bank
56
Deutsche Bank
Germany
$67K -$22.4K -1,247 -20%
QI
57
QS Investors
New York
$67K – – –
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$63.2K +$27.8K +1,547 +47%
Victory Capital Management
59
Victory Capital Management
Texas
$62K +$85.7K +4,764 New
Citigroup
60
Citigroup
New York
$59K +$23.8K +1,326 +42%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$58.1K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$48K – – –
SI
63
Stephens Inc
Arkansas
$48K +$3.99K +222 +6%
Legal & General Group
64
Legal & General Group
United Kingdom
$46K -$7.05K -392 -10%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$40K – – –
ARMC
66
American Research & Management Company
Massachusetts
$39K – – –
AIP
67
Ameritas Investment Partners
Nebraska
$16K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$16K +$22.4K +1,246 New
WTC
69
WhitTier Trust Company
Nevada
$13K – – –
Osaic Holdings
70
Osaic Holdings
Arizona
$13K +$18K +1,000 New
AF
71
Allworth Financial
California
$2K – – –
Canada Life
72
Canada Life
Manitoba, Canada
$2K – – –
AIC
73
Ameritas Investment Company
Nebraska
$1K +$1.8K +100 New
AW
74
Avion Wealth
Texas
$1K +$1.8K +100 New
SGI
75
Summit Global Investments
Utah
– -$867K -45,100 Closed
1 2
3
4

LMNR Hedge Fund Activity: Q1 2020 in Review

75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2020, worth a combined $136M — down 29% from $192M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LMNR and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 28 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.94M. The largest seller was BAMCO Inc, cutting an estimated $4.2M.

  • 75 institutional investors held Limoneira (LMNR) as of Q1 2020, down from 77 in Q4 2019.
  • Funds reported $136M of Limoneira stock for Q1 2020, down 29% quarter-over-quarter.
  • 7 funds opened new Limoneira positions in Q1 2020 and 8 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q1 2020 was Global Alpha Capital Management, an estimated $3.94M added.
  • The largest Limoneira seller in Q1 2020 was BAMCO Inc, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2020.