Limoneira
LMNR
80 hedge funds and large institutions have $149M invested in Limoneira in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
9% more capital invested
Capital invested by funds: $136M → $149M (+$12.3M)
7% more funds holding
Funds holding: 75 → 80 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.79% less ownership
Funds ownership: 58.14% → 57.35% (-0.79%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $143K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$7.81M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.31M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$665K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$401K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$9.61M |
| 2 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$5.33M |
| 3 |
BAMCO Inc
New York
|
-$742K |
| 4 |
JP Morgan Chase
New York
|
-$175K |
| 5 |
Axa
Paris,
France
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BNP Paribas Financial Markets
Paris,
France
| $11.8K | -$52.7K | -4,011 | -83% |
|
|
CAW
77
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $4K | +$3.98K | +303 | New |
|
78
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | -$131 | -10 | -6% |
|
|
AF
79
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
|
AW
80
Avion Wealth
The Woodlands,
Texas
| $1K | – | – | – |
|
|
NCGI
81
Next Century Growth Investors
Plymouth,
Minnesota
| – | -$9.61M | -733,753 | Closed |
|
|
82
BAMCO Inc
New York
| – | -$742K | -56,609 | Closed |
|
|
OAM
83
Oppenheimer Asset Management
New York
| – | -$70K | -5,352 | Closed |
|
|
QI
84
QS Investors
New York
| – | -$67K | -5,100 | Closed |
|
85
Victory Capital Management
San Antonio,
Texas
| – | -$62K | -4,764 | Closed |
|
|
AIC
86
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -100 | Closed |
|
LMNR Hedge Fund Activity: Q2 2020 in Review
80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2020, worth a combined $149M — up 9% from $136M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LMNR positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Global Alpha Capital Management, adding an estimated $7.81M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $9.61M sold.
- 80 institutional investors held Limoneira (LMNR) as of Q2 2020, up from 75 in Q1 2020.
- Funds reported $149M of Limoneira stock for Q2 2020, up 9% quarter-over-quarter.
- 12 funds opened new Limoneira positions in Q2 2020 and 7 closed out, a net change of +5 holders.
- The largest Limoneira buyer in Q2 2020 was Global Alpha Capital Management, an estimated $7.81M added.
- The largest Limoneira seller in Q2 2020 was Next Century Growth Investors, an estimated $9.61M sold.
Based on aggregated 13F filings for Q2 2020.