Limoneira
LMNR
83 hedge funds and large institutions have $162M invested in Limoneira in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
11% more funds holding
Funds holding: 75 → 83 (+8)
3% more capital invested
Capital invested by funds: $158M → $162M (+$4.17M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.87% less ownership
Funds ownership: 53.29% → 52.42% (-0.87%)
41% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$4.71M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$4.16M |
| 3 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$1.32M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$633K |
| 5 |
Millennium Management
New York
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$4.87M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.8M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.5M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$993K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$924K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | -$35.2K | -2,131 | -85% |
|
|
PHK
77
Point72 Hong Kong
Hong Kong
| $4K | +$3.37K | +204 | New |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $4K | +$3.85K | +233 | New |
|
|
AF
79
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
|
AW
80
Avion Wealth
The Woodlands,
Texas
| $2K | – | – | – |
|
|
BFC
81
Bedel Financial Consulting
Indianapolis,
Indiana
| $2K | +$1.65K | +100 | New |
|
|
BCA
82
Berman Capital Advisors
Atlanta,
Georgia
| $1K | -$330 | -20 | -25% |
|
|
AIG
83
American International Group
New York
| $155 | -$10.1K | -614 | -6% |
|
|
ACM
84
Ashford Capital Management
Wilmington,
Delaware
| – | -$4.87M | -292,570 | Closed |
|
|
DRZID
85
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| – | -$3.5M | -210,022 | Closed |
|
|
GCP
86
GSA Capital Partners
London,
United Kingdom
| – | -$233K | -13,981 | Closed |
|
|
CCA
87
Childress Capital Advisors
Houston,
Texas
| – | -$2K | -135 | Closed |
|
88
Simplex Trading
Chicago,
Illinois
| – | -$1.32K | -80 | Closed |
|
LMNR Hedge Fund Activity: Q1 2021 in Review
83 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2021, worth a combined $162M — up 2.6% from $158M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LMNR positions and 5 closed out — a net gain of 9 holders — while 20 added to existing stakes and 34 trimmed.
The largest buyer was Stephens Investment Management Group, adding an estimated $4.71M. The largest seller was Ashford Capital Management, exiting entirely with an estimated $4.87M sold.
- 83 institutional investors held Limoneira (LMNR) as of Q1 2021, up from 75 in Q4 2020.
- Funds reported $162M of Limoneira stock for Q1 2021, up 2.6% quarter-over-quarter.
- 14 funds opened new Limoneira positions in Q1 2021 and 5 closed out, a net change of +9 holders.
- The largest Limoneira buyer in Q1 2021 was Stephens Investment Management Group, an estimated $4.71M added.
- The largest Limoneira seller in Q1 2021 was Ashford Capital Management, an estimated $4.87M sold.
Based on aggregated 13F filings for Q1 2021.