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Limoneira
LMNR

64 hedge funds and large institutions have $86.4M invested in Limoneira in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $80.6M → $86.4M (+$5.89M)

2% more funds holding

Funds holding: 63 → 64 (+1)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.99M
2
RR
Robotti Robert
+$1.5M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$1.3M
4
TA
Teton Advisors
New York
+$623K
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$520K

Top Sellers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
-$2.24M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.17M
3
APCM
Arbiter Partners Capital Management
New York
-$925K
4
FAM
Fortaleza Asset Management
Illinois
-$746K
5
SC
Sophrosyne Capital
New York
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$7.3M -$311K -12,261 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.43M +$127K +4,996 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.57M +$520K +20,500 +11%
Northern Trust
4
Northern Trust
Illinois
$5.04M +$115K +4,549 +2%
SONJCPFA
5
State of New Jersey Common Pension Fund A
New Jersey
$4.92M – – –
BlackRock
6
BlackRock
New York
$4.19M +$3.99M +157,281 +50,089%
State Street
7
State Street
Massachusetts
$3.92M +$104K +4,091 +3%
TA
8
Teton Advisors
New York
$3.71M +$623K +24,600 +21%
FIB
9
First Interstate Bank
Montana
$3.59M -$127K -5,000 -4%
BIT
10
BlackRock Institutional Trust
California
$3M -$287K -11,321 -9%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$2.96M -$1.17M -46,213 -29%
CC
12
Cannell Capital
Wyoming
$2.82M -$475K -18,722 -15%
SCM
13
Sterneck Capital Management
Missouri
$2.73M +$480K +18,950 +23%
FWSM
14
First Wilshire Securities Management
California
$2.13M – – –
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$2.04M -$271K -10,699 -12%
CCMLC
16
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.92M +$1.3M +51,100 +243%
RR
17
Robotti Robert
$1.79M +$1.5M +59,091 +711%
TCIM
18
TIAA CREF Investment Management
New York
$1.2M +$76K +2,998 +7%
AR
19
Advisory Research
Illinois
$1.2M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.19M +$124K +4,879 +12%
WAM
21
Water Asset Management
New York
$1.12M -$383K -15,105 -26%
EHC
22
Everett Harris & Co
California
$1.11M – – –
RFC
23
Russell Frank Company
Washington
$1.07M +$366K +14,457 +39%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$985K +$106K +4,200 +13%
U
25
UBS
Switzerland
$952K +$135K +5,334 +18%
1
2 3

LMNR Hedge Fund Activity: Q4 2013 in Review

64 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2013, worth a combined $86.4M — up 7.3% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LMNR positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $3.99M. The largest seller was Comerica Bank, exiting entirely with an estimated $2.24M sold.

  • 64 institutional investors held Limoneira (LMNR) as of Q4 2013, up from 63 in Q3 2013.
  • Funds reported $86.4M of Limoneira stock for Q4 2013, up 7.3% quarter-over-quarter.
  • 8 funds opened new Limoneira positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest Limoneira buyer in Q4 2013 was BlackRock, an estimated $3.99M added.
  • The largest Limoneira seller in Q4 2013 was Comerica Bank, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2013.