Limoneira
LMNR
84 hedge funds and large institutions have $126M invested in Limoneira in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 29 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: 76 → 84 (+8)
1.09% less ownership
Funds ownership: 48.72% → 47.63% (-1.1%)
9% less capital invested
Capital invested by funds: $139M → $126M (-$12.9M)
38% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 29
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $457K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWIM
Old West Investment Management
Los Angeles,
California
|
+$2.12M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$821K |
| 3 |
Two Sigma Investments
New York
|
+$363K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$238K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$4.83M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.17M |
| 3 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$824K |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$785K |
| 5 |
Bank of New York Mellon
New York
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTC
76
WhitTier Trust Company
Reno,
Nevada
| $15K | – | – | – |
|
77
Simplex Trading
Chicago,
Illinois
| $12K | +$12.6K | +802 | +6,169% |
|
|
CAM
78
ClariVest Asset Management
San Diego,
California
| $11K | – | – | – |
|
|
AW
79
Avion Wealth
The Woodlands,
Texas
| $2K | – | – | – |
|
80
Group One Trading
Chicago,
Illinois
| $2K | – | – | – |
|
|
AF
81
Allworth Financial
Folsom,
California
| $1K | – | – | – |
|
|
GWS
82
Glassman Wealth Services
Vienna,
Virginia
| $1K | +$691 | +44 | New |
|
|
SAM
83
Silvercrest Asset Management
New York
| – | -$4.83M | -298,408 | Closed |
|
84
SG Americas Securities
New York
| – | -$134K | -8,263 | Closed |
|
85
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$49K | -3,000 | Closed |
|
|
BFC
86
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$2K | -100 | Closed |
|
|
BIA
87
Bell Investment Advisors
Oakland,
California
| – | -$1K | -55 | Closed |
|
LMNR Hedge Fund Activity: Q4 2021 in Review
84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2021, worth a combined $126M — down 9.3% from $139M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LMNR positions and 5 closed out — a net gain of 9 holders — while 18 added to existing stakes and 29 trimmed.
The largest buyer was Old West Investment Management, opening a new position worth an estimated $2.12M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $4.83M sold.
- 84 institutional investors held Limoneira (LMNR) as of Q4 2021, up from 76 in Q3 2021.
- Funds reported $126M of Limoneira stock for Q4 2021, down 9.3% quarter-over-quarter.
- 14 funds opened new Limoneira positions in Q4 2021 and 5 closed out, a net change of +9 holders.
- The largest Limoneira buyer in Q4 2021 was Old West Investment Management, an estimated $2.12M added.
- The largest Limoneira seller in Q4 2021 was Silvercrest Asset Management, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2021.