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Limoneira

76 hedge funds and large institutions have $139M invested in Limoneira in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 7376 (+3)

2.42% less ownership

Funds ownership: 51.14%48.72% (-2.4%)

12% less capital invested

Capital invested by funds: $159M → $139M (-$19.3M)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $178K

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
27
Closed
5
Calls
Puts
$178K
Net Calls
-$178K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$104K +$74.5K +4,426 +223%
MIM
52
MetLife Investment Management
New Jersey
$98.1K +$102K +6,067 New
ME
53
McIlrath & Eck
Washington
$96K -$56.5K -3,357 -36%
SI
54
Stephens Inc
Arkansas
$89K -$2.56K -152 -3%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$74.2K +$77.2K +4,590 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$62K +$52.2K +3,100 +422%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$59K +$151 +9 +0.2%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$49K
UBS Group
59
UBS Group
Switzerland
$40K
Citigroup
60
Citigroup
New York
$29K +$2.64K +157 +10%
Legal & General Group
61
Legal & General Group
United Kingdom
$22K
AIP
62
Ameritas Investment Partners
Nebraska
$20K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$17K +$67 +4 +0.4%
Osaic Holdings
64
Osaic Holdings
Arizona
$16K -$33K -1,961 -66%
ARMC
65
American Research & Management Company
Massachusetts
$16K
WTC
66
WhitTier Trust Company
Nevada
$16K
CAM
67
ClariVest Asset Management
California
$12K
AW
68
Avion Wealth
Texas
$2K
BFC
69
Bedel Financial Consulting
Indiana
$2K
Group One Trading
70
Group One Trading
Illinois
$2K +$1.68K +100 New
AF
71
Allworth Financial
California
$1K
BIA
72
Bell Investment Advisors
California
$1K +$926 +55 New
JAM
73
Jupiter Asset Management
United Kingdom
-$4.43M -252,016 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$458K -27,188 Closed
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$209K -11,883 Closed

LMNR Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2021, worth a combined $139M — down 12% from $159M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LMNR positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Gabelli Funds, adding an estimated $448K. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $4.43M sold.

  • 76 institutional investors held Limoneira (LMNR) as of Q3 2021, up from 73 in Q2 2021.
  • Funds reported $139M of Limoneira stock for Q3 2021, down 12% quarter-over-quarter.
  • 9 funds opened new Limoneira positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest Limoneira buyer in Q3 2021 was Gabelli Funds, an estimated $448K added.
  • The largest Limoneira seller in Q3 2021 was Jupiter Asset Management, an estimated $4.43M sold.

Based on aggregated 13F filings for Q3 2021.