We are live on ! Find out more
LMNR icon

Limoneira

58 hedge funds and large institutions have $66.1M invested in Limoneira in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

19% more capital invested

Capital invested by funds: $55.5M → $66.1M (+$10.6M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 5958 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
23
Reduced
12
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.49M -$475K -28,553 -6%
GACM
2
Global Alpha Capital Management
Quebec, Canada
$5.7M +$929K +55,900 +21%
BFA
3
BlackRock Fund Advisors
California
$5.35M +$72.3K +4,350 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.17M +$203K +12,190 +5%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$3.61M
TA
6
Teton Advisors
New York
$3.51M
SIC
7
SFE Investment Counsel
California
$3.3M
RA
8
Royce & Associates
New York
$3.02M
State Street
9
State Street
Massachusetts
$2.74M -$6K -361 -0.2%
BIT
10
BlackRock Institutional Trust
California
$2.38M -$20.2K -1,216 -0.9%
Northern Trust
11
Northern Trust
Illinois
$2.29M +$36.7K +2,210 +2%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$1.82M +$79K +4,753 +5%
FIB
13
First Interstate Bank
Montana
$1.76M -$166K -10,000 -9%
FWSM
14
First Wilshire Securities Management
California
$1.64M +$5.72K +344 +0.4%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$1.45M
Stifel Financial
16
Stifel Financial
Missouri
$1.42M +$801K +48,159 +149%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$1.35M -$15K -900 -1%
EHC
18
Everett Harris & Co
California
$1.34M +$15.8K +950 +1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.31M +$48.3K +2,903 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.26M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.07M +$154K +9,257 +18%
NJBEST
22
New Jersey Better Educational Savings Trust
New Jersey
$1.06M
Morgan Stanley
23
Morgan Stanley
New York
$801K +$28.3K +1,700 +4%
BIM
24
BlackRock Investment Management
Delaware
$777K +$58.1K +3,498 +9%
TCIM
25
TIAA CREF Investment Management
New York
$688K -$34.6K -2,082 -5%

LMNR Hedge Fund Activity: Q2 2016 in Review

58 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2016, worth a combined $66.1M — up 19% from $55.5M a quarter earlier.

Fund positioning in LMNR was balanced in Q2 2016: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 12 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $929K. The largest seller was Cardinal Capital Management LLC (Connecticut), exiting entirely with an estimated $496K sold.

  • 58 institutional investors held Limoneira (LMNR) as of Q2 2016, down from 59 in Q1 2016.
  • Funds reported $66.1M of Limoneira stock for Q2 2016, up 19% quarter-over-quarter.
  • 5 funds opened new Limoneira positions in Q2 2016 and 5 closed out, a net change of 0 holders.
  • The largest Limoneira buyer in Q2 2016 was Global Alpha Capital Management, an estimated $929K added.
  • The largest Limoneira seller in Q2 2016 was Cardinal Capital Management LLC (Connecticut), an estimated $496K sold.

Based on aggregated 13F filings for Q2 2016.