Limoneira
LMNR
75 hedge funds and large institutions have $136M invested in Limoneira in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
1.81% more ownership
Funds ownership: 56.34% → 58.14% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 77 → 75 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
29% less capital invested
Capital invested by funds: $192M → $136M (-$56.2M)
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$4.2M |
| 2 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$867K |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$705K |
| 4 |
Renaissance Technologies
New York
|
-$492K |
| 5 |
Morgan Stanley
New York
|
-$403K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Renaissance Technologies
New York
| – | -$492K | -25,600 | Closed |
|
|
MFIM
77
Mesirow Financial Investment Management
Chicago,
Illinois
| – | -$392K | -20,392 | Closed |
|
78
Lazard Asset Management
New York
| – | -$342K | -17,796 | Closed |
|
|
CHAM
79
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$38.5K | -2,000 | Closed |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$38K | -1,986 | Closed |
|
81
US Bancorp
Minneapolis,
Minnesota
| – | -$31K | -1,600 | Closed |
|
|
CCM
82
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$14K | -717 | Closed |
|
LMNR Hedge Fund Activity: Q1 2020 in Review
75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2020, worth a combined $136M — down 29% from $192M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LMNR and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 28 added.
The largest buyer was Global Alpha Capital Management, adding an estimated $3.94M. The largest seller was BAMCO Inc, cutting an estimated $4.2M.
- 75 institutional investors held Limoneira (LMNR) as of Q1 2020, down from 77 in Q4 2019.
- Funds reported $136M of Limoneira stock for Q1 2020, down 29% quarter-over-quarter.
- 7 funds opened new Limoneira positions in Q1 2020 and 8 closed out, a net change of -1 holder.
- The largest Limoneira buyer in Q1 2020 was Global Alpha Capital Management, an estimated $3.94M added.
- The largest Limoneira seller in Q1 2020 was BAMCO Inc, an estimated $4.2M sold.
Based on aggregated 13F filings for Q1 2020.