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Limoneira

104 hedge funds and large institutions have $254M invested in Limoneira in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $305K | Put options by funds: $104K

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

0.86% less ownership

Funds ownership: 58.4%57.54% (-0.86%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 106104 (-2)

9% less capital invested

Capital invested by funds: $279M → $254M (-$24.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
38
Reduced
24
Closed
11
Calls
$305K
Puts
$104K
Net Calls
+$201K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
76
Leonteq Securities AG
Switzerland
$31.6K -$33.9K -1,267 -50%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$29.3K
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$25K
WTC
79
WhitTier Trust Company
Nevada
$24.4K
AGWCA
80
Annis Gardner Whiting Capital Advisors
Florida
$23K
SWM
81
Spire Wealth Management
Virginia
$18.5K -$10K -374 -33%
QCG
82
Quadrant Capital Group
Ohio
$17.2K +$535 +20 +3%
AB
83
Amalgamated Bank
New York
$14K
SCM
84
Sterling Capital Management
North Carolina
$13K +$12.6K +470 +770%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$11.9K +$9.41K +352 +261%
GM
86
GeoWealth Management
Illinois
$11.3K +$4.89K +183 +66%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$8.19K -$160 -6 -2%
AF
88
Advisornet Financial
Minnesota
$8.12K -$9.87K -369 -53%
SFM
89
Spartan Fund Management
Canada
$7.85K
SS
90
SBI Securities
Japan
$7.73K +$8.45K +316 New
Comerica Bank
91
Comerica Bank
Texas
$6.07K
BL
92
BFSG LLC
California
$5.43K -$40.1K -1,500 -87%
RS
93
R Squared
Hong Kong
$4.89K +$5.35K +200 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$4K +$963 +36 +32%
Lazard Asset Management
95
Lazard Asset Management
New York
$3K -$106K -3,949 -97%
GI
96
GAMMA Investing
California
$2.62K +$936 +35 +49%
AW
97
Avion Wealth
Texas
$2K
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.67K +100 New
AF
99
Allworth Financial
California
$1.73K
SO
100
Sierra Ocean
California
$1.64K +$1.79K +67 New

LMNR Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2024, worth a combined $254M — down 8.9% from $279M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LMNR and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 38 added.

The largest buyer was Scoggin Management, adding an estimated $1.82M. The largest seller was First Wilshire Securities Management, cutting an estimated $4.44M.

  • 104 institutional investors held Limoneira (LMNR) as of Q4 2024, down from 106 in Q3 2024.
  • Funds reported $254M of Limoneira stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 10 funds opened new Limoneira positions in Q4 2024 and 11 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q4 2024 was Scoggin Management, an estimated $1.82M added.
  • The largest Limoneira seller in Q4 2024 was First Wilshire Securities Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2024.