Limoneira
LMNR
76 hedge funds and large institutions have $139M invested in Limoneira in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
4% more funds holding
Funds holding: 73 → 76 (+3)
2.42% less ownership
Funds ownership: 51.14% → 48.72% (-2.4%)
12% less capital invested
Capital invested by funds: $159M → $139M (-$19.3M)
19% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 27
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $178K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Gabelli Funds
Rye,
New York
|
+$448K |
| 2 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$353K |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$239K |
| 4 |
Goldman Sachs
New York
|
+$190K |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$4.43M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$1.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$458K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$369K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
76
Advisors Asset Management
Monument,
Colorado
| – | -$119K | -6,762 | Closed |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| – | -$32K | -1,835 | Closed |
|
78
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +1 | New |
|
|
QCG
79
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$168 | +10 | New |
|
80
Simplex Trading
Chicago,
Illinois
| – | +$219 | +13 | New |
|
LMNR Hedge Fund Activity: Q3 2021 in Review
76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2021, worth a combined $139M — down 12% from $159M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LMNR positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 27 trimmed.
The largest buyer was Gabelli Funds, adding an estimated $448K. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $4.43M sold.
- 76 institutional investors held Limoneira (LMNR) as of Q3 2021, up from 73 in Q2 2021.
- Funds reported $139M of Limoneira stock for Q3 2021, down 12% quarter-over-quarter.
- 9 funds opened new Limoneira positions in Q3 2021 and 5 closed out, a net change of +4 holders.
- The largest Limoneira buyer in Q3 2021 was Gabelli Funds, an estimated $448K added.
- The largest Limoneira seller in Q3 2021 was Jupiter Asset Management, an estimated $4.43M sold.
Based on aggregated 13F filings for Q3 2021.