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Limoneira
LMNR

71 hedge funds and large institutions have $87.7M invested in Limoneira in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $76.3M → $87.7M (+$11.4M)

9% more funds holding

Funds holding: 65 → 71 (+6)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$4.97M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$4.38M
3
LPL Financial
LPL Financial
California
+$2.51M
4
OCM
Otter Creek Management
Florida
+$2.2M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
-$2.41M
2
BlackRock
BlackRock
New York
-$1.07M
3
Renaissance Technologies
Renaissance Technologies
New York
-$608K
4
Northern Trust
Northern Trust
Illinois
-$352K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.2M +$1.02M +45,221 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.24M +$521K +23,206 +9%
BFA
3
BlackRock Fund Advisors
California
$6.06M -$86K -3,827 -1%
RA
4
Royce & Associates
New York
$4.86M +$4.97M +221,400 New
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$4.28M +$4.38M +195,000 New
TA
6
Teton Advisors
New York
$4.06M +$796K +35,412 +24%
State Street
7
State Street
Massachusetts
$3.2M -$146K -6,504 -4%
LPL Financial
8
LPL Financial
California
$2.95M +$2.51M +111,794 +497%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.83M +$318K +14,160 +12%
FIB
10
First Interstate Bank
Montana
$2.67M -$74.2K -3,304 -3%
BIT
11
BlackRock Institutional Trust
California
$2.62M +$188K +8,370 +8%
SCM
12
Sterneck Capital Management
Missouri
$2.57M -$183K -8,130 -6%
Northern Trust
13
Northern Trust
Illinois
$2.5M -$352K -15,681 -12%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$2.38M +$344K +15,300 +16%
FWSM
15
First Wilshire Securities Management
California
$2.34M +$324K +14,407 +16%
RFC
16
Russell Frank Company
Washington
$2.18M +$345K +15,367 +18%
OCM
17
Otter Creek Management
Florida
$2.15M +$2.2M +98,100 New
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$2.05M +$2.09M +93,222 New
WAM
19
Water Asset Management
New York
$1.91M +$1.01M +45,061 +107%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$1.72M – – –
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.28M +$33.1K +1,472 +3%
RBLCM
22
Roaring Blue Lion Capital Management
Texas
$1.16M +$239K +10,620 +25%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.14M +$20.9K +931 +2%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$1.03M – – –
PI
25
Putnam Investments
Massachusetts
$986K +$1.01M +44,886 New
1
2 3 4

LMNR Hedge Fund Activity: Q2 2014 in Review

71 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2014, worth a combined $87.7M — up 15% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $4.97M. The largest seller was Cannell Capital, exiting entirely with an estimated $2.41M sold.

  • 71 institutional investors held Limoneira (LMNR) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $87.7M of Limoneira stock for Q2 2014, up 15% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q2 2014 and 6 closed out, a net change of +7 holders.
  • The largest Limoneira buyer in Q2 2014 was Royce & Associates, an estimated $4.97M added.
  • The largest Limoneira seller in Q2 2014 was Cannell Capital, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2014.