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Limoneira

84 hedge funds and large institutions have $126M invested in Limoneira in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

11% more funds holding

Funds holding: 7684 (+8)

1.09% less ownership

Funds ownership: 48.72%47.63% (-1.1%)

9% less capital invested

Capital invested by funds: $139M → $126M (-$12.9M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $457K

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
29
Closed
5
Calls
$3K
Puts
$457K
Net Calls
-$454K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$157K
BEAM
52
Baker Ellis Asset Management
Washington
$150K +$157K +10,000 New
Deutsche Bank
53
Deutsche Bank
Germany
$147K +$8.07K +514 +6%
Marshall Wace
54
Marshall Wace
United Kingdom
$130K -$185K -11,808 -58%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$127K
AIG
56
American International Group
New York
$125K -$3.91K -249 -3%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$125K -$596 -38 -0.5%
UBS Group
58
UBS Group
Switzerland
$118K +$83.9K +5,344 +214%
MIM
59
MetLife Investment Management
New Jersey
$91K
LSA
60
Leonteq Securities AG
Switzerland
$87.1K -$15.9K -1,010 -15%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$86.3K +$30.1K +1,920 +50%
ME
62
McIlrath & Eck
Washington
$83K -$6.17K -393 -7%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$65.5K -$3.5K -223 -5%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$65K +$68.1K +4,339 New
Citigroup
65
Citigroup
New York
$60K +$34.6K +2,204 +123%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$54K -$141 -9 -0.2%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$39K +$40.8K +2,600 New
PCM
68
Penserra Capital Management
California
$36K +$37.9K +2,412 New
Legal & General Group
69
Legal & General Group
United Kingdom
$20K
TRCT
70
Tower Research Capital (TRC)
New York
$20K +$20.2K +1,284 New
AIP
71
Ameritas Investment Partners
Nebraska
$18K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$17K +$1.44K +92 +9%
SI
73
Stephens Inc
Arkansas
$15K -$71.1K -4,528 -82%
ARMC
74
American Research & Management Company
Massachusetts
$15K
Osaic Holdings
75
Osaic Holdings
Arizona
$15K

LMNR Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2021, worth a combined $126M — down 9.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LMNR positions and 5 closed out — a net gain of 9 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was Old West Investment Management, opening a new position worth an estimated $2.12M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $4.83M sold.

  • 84 institutional investors held Limoneira (LMNR) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $126M of Limoneira stock for Q4 2021, down 9.3% quarter-over-quarter.
  • 14 funds opened new Limoneira positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest Limoneira buyer in Q4 2021 was Old West Investment Management, an estimated $2.12M added.
  • The largest Limoneira seller in Q4 2021 was Silvercrest Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2021.