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Limoneira
LMNR

57 hedge funds and large institutions have $65.9M invested in Limoneira in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% less capital invested

Capital invested by funds: $66.1M → $65.9M (-$244K)

2% less funds holding

Funds holding: 58 → 57 (-1)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
26
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.47M
2
GACM
Global Alpha Capital Management
Quebec, Canada
+$1.37M
3
BFA
BlackRock Fund Advisors
California
+$367K
4
BIT
BlackRock Institutional Trust
California
+$193K
5
Renaissance Technologies
Renaissance Technologies
New York
+$164K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.02M
2
TA
Teton Advisors
New York
-$1.73M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.35M
4
Stifel Financial
Stifel Financial
Missouri
-$436K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.57M +$1.47M +81,202 +19%
GACM
2
Global Alpha Capital Management
Quebec, Canada
$7.55M +$1.37M +76,049 +24%
BFA
3
BlackRock Fund Advisors
California
$6.12M +$367K +20,316 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.03M -$429K -23,787 -10%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$3.88M – – –
SIC
6
SFE Investment Counsel
California
$3.3M – – –
State Street
7
State Street
Massachusetts
$2.97M +$30.9K +1,711 +1%
BIT
8
BlackRock Institutional Trust
California
$2.76M +$193K +10,674 +8%
Northern Trust
9
Northern Trust
Illinois
$2.52M +$55.3K +3,067 +2%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$1.97M +$18.9K +1,050 +1%
TA
11
Teton Advisors
New York
$1.95M -$1.73M -95,946 -48%
FWSM
12
First Wilshire Securities Management
California
$1.81M +$52.8K +2,926 +3%
FIB
13
First Interstate Bank
Montana
$1.76M -$126K -7,000 -7%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$1.52M -$32.5K -1,800 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.44M +$38.3K +2,123 +3%
EHC
16
Everett Harris & Co
California
$1.42M -$11.7K -650 -0.9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.34M -$10.1K -557 -0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.16M +$9.55K +529 +0.9%
Stifel Financial
19
Stifel Financial
Missouri
$1.07M -$436K -24,150 -30%
NJBEST
20
New Jersey Better Educational Savings Trust
New Jersey
$983K -$144K -8,000 -13%
Morgan Stanley
21
Morgan Stanley
New York
$938K +$74.8K +4,145 +9%
BIM
22
BlackRock Investment Management
Delaware
$832K -$1.48K -82 -0.2%
Charles Schwab
23
Charles Schwab
California
$691K +$27.2K +1,506 +4%
Renaissance Technologies
24
Renaissance Technologies
New York
$558K +$164K +9,100 +45%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$469K +$3.61K +200 +0.8%
1
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LMNR Hedge Fund Activity: Q3 2016 in Review

57 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2016, worth a combined $65.9M — down 0.37% from $66.1M a quarter earlier.

Fund positioning in LMNR was balanced in Q3 2016: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.02M sold.

  • 57 institutional investors held Limoneira (LMNR) as of Q3 2016, down from 58 in Q2 2016.
  • Funds reported $65.9M of Limoneira stock for Q3 2016, down 0.37% quarter-over-quarter.
  • 4 funds opened new Limoneira positions in Q3 2016 and 4 closed out, a net change of 0 holders.
  • The largest Limoneira buyer in Q3 2016 was Vanguard Group, an estimated $1.47M added.
  • The largest Limoneira seller in Q3 2016 was Royce & Associates, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2016.