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Limoneira
LMNR

63 hedge funds and large institutions have $80.6M invested in Limoneira in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $61.3M → $80.6M (+$19.3M)

5% more funds holding

Funds holding: 60 → 63 (+3)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
+$1.96M
2
Northern Trust
Northern Trust
Illinois
+$1.41M
3
RFC
Russell Frank Company
Washington
+$822K
4
TA
Teton Advisors
New York
+$781K
5
BFA
BlackRock Fund Advisors
California
+$764K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
-$1.9M
2
MA
MUFG Americas
New York
-$995K
3
APCM
Arbiter Partners Capital Management
New York
-$760K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$554K
5
Millennium Management
Millennium Management
New York
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$7.37M +$764K +34,041 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.08M +$4.22K +188 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.85M -$554K -24,665 -12%
SONJCPFA
4
State of New Jersey Common Pension Fund A
New Jersey
$4.75M – – –
Northern Trust
5
Northern Trust
Illinois
$4.75M +$1.41M +62,572 +51%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$4.05M – – –
State Street
7
State Street
Massachusetts
$3.68M +$112K +5,000 +4%
FIB
8
First Interstate Bank
Montana
$3.6M -$449K -20,000 -13%
CC
9
Cannell Capital
Wyoming
$3.21M – – –
BIT
10
BlackRock Institutional Trust
California
$3.18M +$43.4K +1,934 +2%
TA
11
Teton Advisors
New York
$2.95M +$781K +34,760 +43%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$2.24M +$747K +33,271 +62%
Comerica Bank
13
Comerica Bank
Texas
$2.24M +$1.96M +87,296 New
SCM
14
Sterneck Capital Management
Missouri
$2.15M +$21.8K +970 +1%
FWSM
15
First Wilshire Securities Management
California
$2.06M +$173K +7,700 +11%
APCM
16
Arbiter Partners Capital Management
New York
$1.64M -$760K -33,861 -35%
WAM
17
Water Asset Management
New York
$1.47M +$133K +5,909 +12%
AR
18
Advisory Research
Illinois
$1.16M – – –
TCIM
19
TIAA CREF Investment Management
New York
$1.08M +$87K +3,875 +10%
EHC
20
Everett Harris & Co
California
$1.08M – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.02M +$127K +5,671 +17%
RFC
22
Russell Frank Company
Washington
$941K +$822K +36,592 +71,749%
CCB
23
Cutter & Co Brokerage
Missouri
$936K -$8.98K -400 -1%
SC
24
Sophrosyne Capital
New York
$868K +$228K +10,163 +43%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$844K +$30.7K +1,369 +4%
1
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LMNR Hedge Fund Activity: Q3 2013 in Review

63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2013, worth a combined $80.6M — up 31% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LMNR positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Comerica Bank, opening a new position worth an estimated $1.96M. The largest seller was Penn Capital Management, exiting entirely with an estimated $1.9M sold.

  • 63 institutional investors held Limoneira (LMNR) as of Q3 2013, up from 60 in Q2 2013.
  • Funds reported $80.6M of Limoneira stock for Q3 2013, up 31% quarter-over-quarter.
  • 8 funds opened new Limoneira positions in Q3 2013 and 5 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q3 2013 was Comerica Bank, an estimated $1.96M added.
  • The largest Limoneira seller in Q3 2013 was Penn Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2013.