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Limoneira

88 hedge funds and large institutions have $157M invested in Limoneira in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

6% more funds holding

Funds holding: 8388 (+5)

0.07% less ownership

Funds ownership: 57.08%57.02% (-0.07%)

2% less capital invested

Capital invested by funds: $160M → $157M (-$2.64M)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
27
Reduced
22
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
51
Ashton Thomas Private Wealth
Arizona
$182K
MAM
52
Marquette Asset Management
Minnesota
$168K
American Century Companies
53
American Century Companies
Missouri
$163K +$163K +10,664 New
WS
54
Wedbush Securities
California
$162K +$1.62K +106 +1%
LCM
55
Legato Capital Management
California
$153K -$81.8K -5,358 -35%
MIM
56
MetLife Investment Management
New Jersey
$142K
AIG
57
American International Group
New York
$134K +$4.73K +310 +4%
SG Americas Securities
58
SG Americas Securities
New York
$117K +$116K +7,608 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$109K +$2.84K +186 +3%
PCM
60
Penserra Capital Management
California
$97K -$110K -7,240 -53%
LSA
61
Leonteq Securities AG
Switzerland
$84.2K -$5.17K -339 -6%
ME
62
McIlrath & Eck
Washington
$79.4K
AA
63
Ancora Advisors
Ohio
$75.1K -$52.9K -3,466 -41%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$63.8K +$63.5K +4,162 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$59.2K -$29.9K -1,961 -34%
Barclays
66
Barclays
United Kingdom
$49.2K -$4.67K -306 -9%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$49K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$38.3K -$54.4K -3,563 -59%
VanEck Associates
69
VanEck Associates
New York
$36K
TRCT
70
Tower Research Capital (TRC)
New York
$30.8K +$19.6K +1,285 +177%
AB
71
Amalgamated Bank
New York
$26K
Legal & General Group
72
Legal & General Group
United Kingdom
$25K
AIP
73
Ameritas Investment Partners
Nebraska
$22.2K
DWA
74
Dorsey Wright & Associates
California
$20.3K -$702 -46 -3%
BWP
75
Baldwin Wealth Partners
Massachusetts
$15.3K

LMNR Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2023, worth a combined $157M — down 1.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 6 closed out — a net gain of 5 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was First Wilshire Securities Management, adding an estimated $1.52M. The largest seller was Crown Advisors Management, exiting entirely with an estimated $1.56M sold.

  • 88 institutional investors held Limoneira (LMNR) as of Q3 2023, up from 83 in Q2 2023.
  • Funds reported $157M of Limoneira stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q3 2023 was First Wilshire Securities Management, an estimated $1.52M added.
  • The largest Limoneira seller in Q3 2023 was Crown Advisors Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2023.