We are live on ! Find out more
LMNR icon

Limoneira

73 hedge funds and large institutions have $159M invested in Limoneira in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $162M → $159M (-$3.51M)

1.28% less ownership

Funds ownership: 52.42%51.14% (-1.3%)

12% less funds holding

Funds holding: 8373 (-10)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

75% less call options, than puts

Call options by funds: $1K | Put options by funds: $4K

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
73
Holders Change
-10
Holders Change %
-12.05%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
25
Reduced
29
Closed
11
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
51
McIlrath & Eck
Washington
$163K +$147K +8,000 +633%
AAM
52
Advisors Asset Management
Colorado
$119K -$3.5K -191 -3%
LSA
53
Leonteq Securities AG
Switzerland
$117K +$66.2K +3,616 +118%
SI
54
Stephens Inc
Arkansas
$100K +$1.76K +96 +2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$64K
Toronto Dominion Bank
56
Toronto Dominion Bank
Ontario, Canada
$53K
Osaic Holdings
57
Osaic Holdings
Arizona
$53K +$13.3K +728 +33%
UBS Group
58
UBS Group
Switzerland
$44K -$45.8K -2,502 -50%
Barclays
59
Barclays
United Kingdom
$35K -$196K -10,703 -84%
TRCT
60
Tower Research Capital (TRC)
New York
$32K -$1.3K -71 -4%
Citigroup
61
Citigroup
New York
$29K +$7.91K +432 +36%
Legal & General Group
62
Legal & General Group
United Kingdom
$24K
AIP
63
Ameritas Investment Partners
Nebraska
$22K
ARMC
64
American Research & Management Company
Massachusetts
$18K
WTC
65
WhitTier Trust Company
Nevada
$18K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$18K +$92 +5 +0.5%
CAM
67
ClariVest Asset Management
California
$13K +$6.16K +336 +88%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$12.9K -$81.9K -4,469 -86%
AW
69
Avion Wealth
Texas
$2K
BFC
70
Bedel Financial Consulting
Indiana
$2K
AF
71
Allworth Financial
California
$1K -$1.15K -63 -45%
BCA
72
Berman Capital Advisors
Georgia
$1K
AIG
73
American International Group
New York
$154 -$1.04K -57 -0.6%
Brown Advisory
74
Brown Advisory
Maryland
-$4.41M -252,016 Closed
California Public Employees Retirement System
75
California Public Employees Retirement System
California
-$588K -33,600 Closed

LMNR Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2021, worth a combined $159M — down 2.2% from $162M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LMNR and 2 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Vanguard Group, adding an estimated $2.04M. The largest seller was Brown Advisory, exiting entirely with an estimated $4.41M sold.

  • 73 institutional investors held Limoneira (LMNR) as of Q2 2021, down from 83 in Q1 2021.
  • Funds reported $159M of Limoneira stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 2 funds opened new Limoneira positions in Q2 2021 and 11 closed out, a net change of -9 holders.
  • The largest Limoneira buyer in Q2 2021 was Vanguard Group, an estimated $2.04M added.
  • The largest Limoneira seller in Q2 2021 was Brown Advisory, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2021.