Limoneira
LMNR
81 hedge funds and large institutions have $183M invested in Limoneira in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
5% more funds holding
Funds holding: 77 → 81 (+4)
0.16% more ownership
Funds ownership: 55.95% → 56.11% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $198M → $183M (-$15.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$4.98M |
| 2 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$2.65M |
| 3 |
BlackRock
New York
|
+$1.48M |
| 4 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$1.43M |
| 5 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$5.48M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.55M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$2.42M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$550K |
| 5 |
BAMCO Inc
New York
|
-$476K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
Advisor Group
Phoenix,
Arizona
| $18K | – | – | – |
|
|
WTC
77
WhitTier Trust Company
Reno,
Nevada
| $18K | – | – | – |
|
|
PCM
78
Prelude Capital Management
New York
| $14K | +$10.1K | +528 | +204% |
|
|
CCM
79
Copeland Capital Management
Conshohocken,
Pennsylvania
| $13K | +$171 | +9 | +1% |
|
|
AF
80
Allworth Financial
Folsom,
California
| $3K | – | – | – |
|
|
GT
81
Glenmede Trust
Philadelphia,
Pennsylvania
| $2 | – | – | – |
|
|
82
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| – | -$5.48M | -275,000 | Closed |
|
|
83
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$550K | -27,575 | Closed |
|
84
HSBC Holdings
London,
United Kingdom
| – | -$371K | -18,587 | Closed |
|
|
AG
85
Aperio Group
Sausalito,
California
| – | -$41K | -2,068 | Closed |
|
86
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$4K | -186 | Closed |
|
87
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -83 | Closed |
|
LMNR Hedge Fund Activity: Q3 2019 in Review
81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2019, worth a combined $183M — down 7.6% from $198M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LMNR positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $4.98M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $5.48M sold.
- 81 institutional investors held Limoneira (LMNR) as of Q3 2019, up from 77 in Q2 2019.
- Funds reported $183M of Limoneira stock for Q3 2019, down 7.6% quarter-over-quarter.
- 13 funds opened new Limoneira positions in Q3 2019 and 7 closed out, a net change of +6 holders.
- The largest Limoneira buyer in Q3 2019 was Silvercrest Asset Management, an estimated $4.98M added.
- The largest Limoneira seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $5.48M sold.
Based on aggregated 13F filings for Q3 2019.