Limoneira
LMNR
75 hedge funds and large institutions have $158M invested in Limoneira in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.
23,900% more call options, than puts
Call options by funds: $240K | Put options by funds: $1K
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
13% more capital invested
Capital invested by funds: $140M → $158M (+$18.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less funds holding
Funds holding: 76 → 75 (-1)
1.5% less ownership
Funds ownership: 54.79% → 53.29% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$3.2M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$1.59M |
| 3 |
BlackRock
New York
|
+$787K |
| 4 |
JP Morgan Chase
New York
|
+$490K |
| 5 |
Bank of New York Mellon
New York
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$3.22M |
| 2 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$2.78M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.76M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.63M |
| 5 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$778K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
76
Parallel Advisors
San Francisco,
California
| – | -$548K | -38,327 | Closed |
|
|
TI
77
Trexquant Investment
Stamford,
Connecticut
| – | -$145K | -10,137 | Closed |
|
|
MIM
78
MetLife Investment Management
Whippany,
New Jersey
| – | -$88.8K | -6,209 | Closed |
|
|
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$63.4K | -4,437 | Closed |
|
80
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$33K | -2,300 | Closed |
|
|
CHAM
81
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$14.3K | -1,000 | Closed |
|
|
PCM
82
Prelude Capital Management
New York
| – | -$10K | -700 | Closed |
|
LMNR Hedge Fund Activity: Q4 2020 in Review
75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2020, worth a combined $158M — up 13% from $140M a quarter earlier.
Fund positioning in LMNR was balanced in Q4 2020: 7 funds opened new positions, 7 closed out, 25 added to existing stakes and 22 trimmed.
The largest buyer was First Wilshire Securities Management, adding an estimated $3.2M. The largest seller was Ashford Capital Management, cutting an estimated $3.22M.
- 75 institutional investors held Limoneira (LMNR) as of Q4 2020, down from 76 in Q3 2020.
- Funds reported $158M of Limoneira stock for Q4 2020, up 13% quarter-over-quarter.
- 7 funds opened new Limoneira positions in Q4 2020 and 7 closed out, a net change of 0 holders.
- The largest Limoneira buyer in Q4 2020 was First Wilshire Securities Management, an estimated $3.2M added.
- The largest Limoneira seller in Q4 2020 was Ashford Capital Management, an estimated $3.22M sold.
Based on aggregated 13F filings for Q4 2020.