Limoneira
LMNR
65 hedge funds and large institutions have $65.5M invested in Limoneira in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
10% less funds holding
Funds holding: 72 → 65 (-7)
21% less capital invested
Capital invested by funds: $82.6M → $65.5M (-$17.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$3.59M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.65M |
| 3 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$1.57M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$747K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$2.26M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$875K |
| 3 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$558K |
| 4 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$504K |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$494K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| – | -$3.6K | -188 | -99% |
|
LMNR Hedge Fund Activity: Q3 2015 in Review
65 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2015, worth a combined $65.5M — down 21% from $82.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of LMNR and 4 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 20 added.
The largest buyer was SFE Investment Counsel, opening a new position worth an estimated $3.59M. The largest seller was Northpointe Capital, exiting entirely with an estimated $2.26M sold.
- 65 institutional investors held Limoneira (LMNR) as of Q3 2015, down from 72 in Q2 2015.
- Funds reported $65.5M of Limoneira stock for Q3 2015, down 21% quarter-over-quarter.
- 4 funds opened new Limoneira positions in Q3 2015 and 11 closed out, a net change of -7 holders.
- The largest Limoneira buyer in Q3 2015 was SFE Investment Counsel, an estimated $3.59M added.
- The largest Limoneira seller in Q3 2015 was Northpointe Capital, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2015.