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Limoneira

83 hedge funds and large institutions have $160M invested in Limoneira in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $147K | Put options by funds: $22K

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

6% more funds holding

Funds holding: 7883 (+5)

5.63% more ownership

Funds ownership: 51.45%57.08% (+5.6%)

4% more capital invested

Capital invested by funds: $153M → $160M (+$6.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
26
Reduced
19
Closed
16
Calls
$147K
Puts
$22K
Net Calls
+$125K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Penserra Capital Management
California
$211K +$119K +7,240 +113%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$206K +$94.7K +5,748 +76%
ATPW
53
Ashton Thomas Private Wealth
Arizona
$185K
MAM
54
Marquette Asset Management
Minnesota
$171K
WS
55
Wedbush Securities
California
$163K +$172K +10,470 New
Deutsche Bank
56
Deutsche Bank
Germany
$148K +$157K +9,524 New
MIM
57
MetLife Investment Management
New Jersey
$145K +$153K +9,301 New
AIG
58
American International Group
New York
$131K +$139K +8,428 New
AA
59
Ancora Advisors
Ohio
$130K -$935K -56,745 -87%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$107K +$114K +6,900 New
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$94.4K +$99.9K +6,064 +606,400%
LSA
62
Leonteq Securities AG
Switzerland
$90.8K +$4.58K +278 +5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$90.6K +$95.9K +5,824 New
Citigroup
64
Citigroup
New York
$81.3K -$639K -38,810 -88%
ME
65
McIlrath & Eck
Washington
$80.6K
Barclays
66
Barclays
United Kingdom
$54.7K -$83.1K -5,043 -59%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$49.8K -$6.59K -400 -11%
VanEck Associates
68
VanEck Associates
New York
$37K +$39K +2,368 New
AB
69
Amalgamated Bank
New York
$26K +$28.1K +1,703 New
Legal & General Group
70
Legal & General Group
United Kingdom
$25.4K +$26.9K +1,632 New
AIP
71
Ameritas Investment Partners
Nebraska
$22.5K +$23.8K +1,446 New
DWA
72
Dorsey Wright & Associates
California
$21.4K +$22.6K +1,374 New
BWP
73
Baldwin Wealth Partners
Massachusetts
$15.6K
WTC
74
WhitTier Trust Company
Nevada
$15.6K
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$15K +$15.9K +964 New

LMNR Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2023, worth a combined $160M — up 4.3% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LMNR positions and 16 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $12.8M. The largest seller was Millennium Management, exiting entirely with an estimated $2.99M sold.

  • 83 institutional investors held Limoneira (LMNR) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $160M of Limoneira stock for Q2 2023, up 4.3% quarter-over-quarter.
  • 21 funds opened new Limoneira positions in Q2 2023 and 16 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q2 2023 was BlackRock, an estimated $12.8M added.
  • The largest Limoneira seller in Q2 2023 was Millennium Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2023.