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Limoneira
LMNR

65 hedge funds and large institutions have $76.3M 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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 64 → 65 (+1)

12% less capital invested

Capital invested by funds: $86.4M → $76.3M (-$10.1M)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.69M
2
ICAS
Investors Capital Advisory Services
Massachusetts
+$1.06M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$964K
4
RBLCM
Roaring Blue Lion Capital Management
Texas
+$957K
5
RFC
Russell Frank Company
Washington
+$738K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.33M
2
RR
Robotti Robert
-$1.79M
3
Northern Trust
Northern Trust
Illinois
-$1.36M
4
AR
Advisory Research
Illinois
-$892K
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$7.44M +$2.69M +118,954 +57%
BFA
2
BlackRock Fund Advisors
California
$6.34M +$111K +4,934 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.91M +$426K +18,862 +8%
SONJCPFA
4
State of New Jersey Common Pension Fund A
New Jersey
$4.42M +$226K +10,000 +5%
State Street
5
State Street
Massachusetts
$3.46M +$113K +5,024 +3%
TA
6
Teton Advisors
New York
$3.39M +$219K +9,700 +7%
Northern Trust
7
Northern Trust
Illinois
$2.93M -$1.36M -60,100 -32%
SCM
8
Sterneck Capital Management
Missouri
$2.84M +$504K +22,307 +22%
FIB
9
First Interstate Bank
Montana
$2.83M -$226K -10,000 -7%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.6M +$964K +42,700 +59%
BIT
11
BlackRock Institutional Trust
California
$2.51M -$42.7K -1,892 -2%
CC
12
Cannell Capital
Wyoming
$2.41M – – –
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$2.11M +$369K +16,347 +21%
FWSM
14
First Wilshire Securities Management
California
$2.09M +$271K +11,990 +15%
RFC
15
Russell Frank Company
Washington
$1.9M +$738K +32,700 +64%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$1.77M -$749K -33,154 -30%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.29M +$445K +19,721 +53%
BlackRock
18
BlackRock
New York
$1.23M -$2.33M -103,299 -66%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.16M +$142K +6,296 +14%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$1.06M +$1.06M +46,869 New
RBLCM
21
Roaring Blue Lion Capital Management
Texas
$961K +$957K +42,360 New
WAM
22
Water Asset Management
New York
$953K – – –
EHC
23
Everett Harris & Co
California
$951K – – –
NJBEST
24
New Jersey Better Educational Savings Trust
New Jersey
$907K +$226K +10,000 +33%
TCIM
25
TIAA CREF Investment Management
New York
$876K -$146K -6,486 -14%
1
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LMNR Hedge Fund Activity: Q1 2014 in Review

65 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2014, worth a combined $76.3M — down 12% from $86.4M 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 $76.3M 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.