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Limoneira
LMNR

60 hedge funds and large institutions have $78.7M invested in Limoneira in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

25.83% more ownership

Funds ownership: 0% → 25.83% (+26%)

19% more capital invested

Capital invested by funds: $65.9M → $78.7M (+$12.8M)

5% more funds holding

Funds holding: 57 → 60 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.07M
2
BFA
BlackRock Fund Advisors
California
+$1.15M
3
BlackRock
BlackRock
New York
+$924K
4
ZIM
Zacks Investment Management
Illinois
+$922K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$833K

Top Sellers

Rank Fund Capital Flow
1
SIC
SFE Investment Counsel
California
-$3.13M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.67M
3
FIB
First Interstate Bank
Montana
-$1.32M
4
Stifel Financial
Stifel Financial
Missouri
-$1.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.1M -$691K -35,691 -7%
GACM
2
Global Alpha Capital Management
Quebec, Canada
$8.79M +$182K +9,400 +2%
BFA
3
BlackRock Fund Advisors
California
$8.25M +$1.15M +59,597 +18%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$4.41M – – –
State Street
5
State Street
Massachusetts
$3.56M +$171K +8,811 +6%
BIT
6
BlackRock Institutional Trust
California
$3.47M +$301K +15,535 +11%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.93M +$2.07M +106,900 +362%
Northern Trust
8
Northern Trust
Illinois
$2.92M +$44.6K +2,302 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.73M -$1.67M -86,239 -40%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.44M +$823K +42,500 +60%
TA
11
Teton Advisors
New York
$2.41M +$171K +8,830 +9%
FWSM
12
First Wilshire Securities Management
California
$2.05M -$8.23K -425 -0.4%
Morgan Stanley
13
Morgan Stanley
New York
$1.8M +$658K +33,989 +69%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$1.73M – – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.67M +$28.7K +1,479 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.53M +$191K +9,845 +16%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$1.51M -$661K -34,103 -33%
EHC
18
Everett Harris & Co
California
$1.5M -$105K -5,420 -7%
BlackRock
19
BlackRock
New York
$1.05M +$924K +47,687 +3,668%
ZIM
20
Zacks Investment Management
Illinois
$1.02M +$922K +47,587 New
NJBEST
21
New Jersey Better Educational Savings Trust
New Jersey
$946K -$155K -8,000 -15%
BIM
22
BlackRock Investment Management
Delaware
$936K -$10.1K -521 -1%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$925K +$833K +43,000 New
Millennium Management
24
Millennium Management
New York
$882K +$794K +40,993 New
Charles Schwab
25
Charles Schwab
California
$826K +$35.8K +1,848 +5%
1
2 3

LMNR Hedge Fund Activity: Q4 2016 in Review

60 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2016, worth a combined $78.7M — up 19% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LMNR positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.07M. The largest seller was SFE Investment Counsel, cutting an estimated $3.13M.

  • 60 institutional investors held Limoneira (LMNR) as of Q4 2016, up from 57 in Q3 2016.
  • Funds reported $78.7M of Limoneira stock for Q4 2016, up 19% quarter-over-quarter.
  • 7 funds opened new Limoneira positions in Q4 2016 and 4 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q4 2016 was Renaissance Technologies, an estimated $2.07M added.
  • The largest Limoneira seller in Q4 2016 was SFE Investment Counsel, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2016.