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Limoneira
LMNR

58 hedge funds and large institutions have $91.7M invested in Limoneira in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $90.3M → $91.7M (+$1.45M)

0.96% more ownership

Funds ownership: 26.51% → 27.46% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 62 → 58 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
+$836K
2
Morgan Stanley
Morgan Stanley
New York
+$414K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$411K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$388K
5
IFWM
Institute for Wealth Management
Colorado
+$342K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$501K
2
DTL
Dynamic Technology Lab
Singapore
-$358K
3
DADC
D.A. Davidson & Co
Montana
-$167K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$128K
5
AIM
Acrospire Investment Management
Illinois
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$15.7M +$317K +14,224 +2%
GACM
2
Global Alpha Capital Management
Quebec, Canada
$13.4M +$836K +37,500 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.7M +$411K +18,462 +4%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$5M – – –
State Street
5
State Street
Massachusetts
$4.66M +$59.5K +2,670 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.38M +$388K +17,407 +10%
FWSM
7
First Wilshire Securities Management
California
$3.23M -$35.1K -1,575 -1%
TA
8
Teton Advisors
New York
$3.21M – – –
Northern Trust
9
Northern Trust
Illinois
$3.12M -$14.3K -641 -0.5%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$2.31M -$8.91K -400 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.17M +$163K +7,314 +8%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.08M +$120K +5,400 +6%
Morgan Stanley
13
Morgan Stanley
New York
$2.03M +$414K +18,566 +27%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.78M -$128K -5,759 -7%
EHC
15
Everett Harris & Co
California
$1.59M -$7.24K -325 -0.5%
ZIM
16
Zacks Investment Management
Illinois
$1.31M +$85.9K +3,857 +7%
Charles Schwab
17
Charles Schwab
California
$1.28M +$326K +14,615 +36%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$996K – – –
NJBEST
19
New Jersey Better Educational Savings Trust
New Jersey
$857K -$22.3K -1,000 -3%
TCIM
20
TIAA CREF Investment Management
New York
$779K +$9.89K +444 +1%
WCM
21
Wedge Capital Management
North Carolina
$670K – – –
NSEDCP
22
NJ State Employees Deferred Compensation Plan
New Jersey
$602K +$245K +11,000 +73%
CAN
23
Cetera Advisor Networks
California
$591K – – –
SIC
24
SFE Investment Counsel
California
$591K – – –
FIB
25
First Interstate Bank
Montana
$579K – – –
1
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LMNR Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2017, worth a combined $91.7M — up 1.6% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LMNR and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $836K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $501K sold.

  • 58 institutional investors held Limoneira (LMNR) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $91.7M of Limoneira stock for Q3 2017, up 1.6% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest Limoneira buyer in Q3 2017 was Global Alpha Capital Management, an estimated $836K added.
  • The largest Limoneira seller in Q3 2017 was Two Sigma Investments, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2017.