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Limoneira

94 hedge funds and large institutions have $220M invested in Limoneira in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $206M → $220M (+$14.4M)

3% more funds holding

Funds holding: 9194 (+3)

0.37% more ownership

Funds ownership: 58.35%58.71% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

67% less call options, than puts

Call options by funds: $320K | Put options by funds: $974K

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
27
Reduced
30
Closed
8
Calls
$320K
Puts
$974K
Net Calls
-$654K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$25K -$11.3K -561 -32%
SWM
77
Spire Wealth Management
Virginia
$23.5K +$22.7K +1,129 New
BAM
78
Byrne Asset Management
New Jersey
$22.3K -$22.2K -1,100 Closed
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$21K
WTC
80
WhitTier Trust Company
Nevada
$20.8K
AGWCA
81
Annis Gardner Whiting Capital Advisors
Florida
$19.5K
QCG
82
Quadrant Capital Group
Ohio
$14.2K
AB
83
Amalgamated Bank
New York
$12K
Comerica Bank
84
Comerica Bank
Texas
$8.26K -$6.02K -299 -43%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6.7K +$463 +23 +8%
SFM
86
Spartan Fund Management
Canada
$6.68K +$6.47K +321 New
AW
87
Avion Wealth
Texas
$2K
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.01K +100 New
AF
89
Allworth Financial
California
$1.7K
CSC
90
Caldwell Sutter Capital
California
$1.12K
Simplex Trading
91
Simplex Trading
Illinois
$1K -$14.4K -715 -92%
GI
92
GAMMA Investing
California
$936 +$262 +13 +41%
Macquarie Group
93
Macquarie Group
Australia
$539 +$524 +26 New
Osaic Holdings
94
Osaic Holdings
Arizona
$291 +$282 +14 New
RIL
95
Rothschild Investment LLC
Illinois
$104 +$101 +5 New
SCM
96
SG Capital Management
Illinois
-$979K -50,046 Closed
DLP
97
De Lisle Partners
United Kingdom
-$390K -19,972 Closed
LCM
98
Legato Capital Management
California
-$196K -10,009 Closed
AIG
99
American International Group
New York
-$169K -8,629 Closed
SG Americas Securities
100
SG Americas Securities
New York
-$120K -6,143 Closed

LMNR Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2024, worth a combined $220M — up 7% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.96M. The largest seller was SG Capital Management, exiting entirely with an estimated $979K sold.

  • 94 institutional investors held Limoneira (LMNR) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $220M of Limoneira stock for Q2 2024, up 7% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q2 2024 was Global Alpha Capital Management, an estimated $3.96M added.
  • The largest Limoneira seller in Q2 2024 was SG Capital Management, an estimated $979K sold.

Based on aggregated 13F filings for Q2 2024.