Limoneira
LMNR
65 hedge funds and large institutions have $76.5M invested in Limoneira in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
16% more capital inflows, than outflows
Capital inflows: $12.1M | Capital outflows: $10.4M
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 64 → 65 (+1)
0.7% more ownership
Funds ownership: 23.3% → 24.01% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.69M |
| 2 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$1.06M |
| 3 |
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$964K |
| 4 |
Roaring Blue Lion Capital Management
Dallas,
Texas
|
+$957K |
| 5 |
Russell Frank Company
Seattle,
Washington
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.33M |
| 2 |
Robotti Robert
|
-$1.79M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$1.36M |
| 4 |
Advisory Research
Chicago,
Illinois
|
-$892K |
| 5 |
First Eagle Investment Management
New York
|
-$749K |
LMNR Hedge Fund Activity: Q1 2014 in Review
65 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2014, worth a combined $76.5M — down 12% from $86.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LMNR positions and 9 closed out — a net gain of 1 holder — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.69M. The largest seller was BlackRock, cutting an estimated $2.33M.
- 65 institutional investors held Limoneira (LMNR) as of Q1 2014, up from 64 in Q4 2013.
- Funds reported $76.5M of Limoneira stock for Q1 2014, down 12% quarter-over-quarter.
- 10 funds opened new Limoneira positions in Q1 2014 and 9 closed out, a net change of +1 holder.
- The largest Limoneira buyer in Q1 2014 was Wellington Management Group, an estimated $2.69M added.
- The largest Limoneira seller in Q1 2014 was BlackRock, an estimated $2.33M sold.
Based on aggregated 13F filings for Q1 2014.