Limoneira
LMNR
72 hedge funds and large institutions have $82.6M invested in Limoneira in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $83.6M → $82.6M (-$976K)
5% less funds holding
Funds holding: 76 → 72 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$1M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$883K |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$483K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$311K |
| 5 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.17M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$649K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$581K |
| 4 |
Renaissance Technologies
New York
|
-$374K |
| 5 |
APCM
Arbiter Partners Capital Management
New York
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
LPL Financial
San Diego,
California
| – | -$314K | -14,118 | Closed |
|
|
PCM
77
Potomac Capital Management
New York
| – | -$131K | -6,000 | Closed |
|
|
FMA
78
FNY Managed Accounts
New York
| – | -$63.2K | -2,900 | Closed |
|
|
PCM
79
Prelude Capital Management
New York
| – | -$46K | -2,100 | Closed |
|
80
AllianceBernstein
Nashville,
Tennessee
| – | -$37K | -1,700 | Closed |
|
|
WRM
81
Westport Resources Management
Westport,
Connecticut
| – | -$11K | -500 | Closed |
|
LMNR Hedge Fund Activity: Q2 2015 in Review
72 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2015, worth a combined $82.6M — down 1.2% from $83.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LMNR and 7 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 29 added.
The largest buyer was Northpointe Capital, adding an estimated $1M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $1.17M sold.
- 72 institutional investors held Limoneira (LMNR) as of Q2 2015, down from 76 in Q1 2015.
- Funds reported $82.6M of Limoneira stock for Q2 2015, down 1.2% quarter-over-quarter.
- 7 funds opened new Limoneira positions in Q2 2015 and 10 closed out, a net change of -3 holders.
- The largest Limoneira buyer in Q2 2015 was Northpointe Capital, an estimated $1M added.
- The largest Limoneira seller in Q2 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2015.