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Limoneira

54 hedge funds and large institutions have $91.3M invested in Limoneira in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.82% more ownership

Funds ownership: 27.46%28.28% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $91.7M → $91.3M (-$419K)

7% less funds holding

Funds holding: 5854 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$17.8M +$4.94M +213,171 +37%
BlackRock
2
BlackRock
New York
$15M -$183K -7,908 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.7M +$424K +18,296 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.92M +$715K +30,829 +16%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$4.84M
State Street
6
State Street
Massachusetts
$4.6M +$104K +4,464 +2%
TA
7
Teton Advisors
New York
$3.1M
FWSM
8
First Wilshire Securities Management
California
$3.1M -$27.6K -1,192 -0.9%
Northern Trust
9
Northern Trust
Illinois
$3.04M +$30.2K +1,304 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.26M +$250K +10,800 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.12M +$18.8K +810 +0.9%
Morgan Stanley
12
Morgan Stanley
New York
$1.95M -$7.31K -315 -0.4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$1.7M -$557K -24,000 -24%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.66M -$58.9K -2,540 -3%
EHC
15
Everett Harris & Co
California
$1.51M -$21.3K -920 -1%
Charles Schwab
16
Charles Schwab
California
$1.12M -$124K -5,346 -10%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$963K
TCIM
18
TIAA CREF Investment Management
New York
$721K -$33.5K -1,443 -4%
NJBEST
19
New Jersey Better Educational Savings Trust
New Jersey
$672K -$162K -7,000 -19%
WCM
20
Wedge Capital Management
North Carolina
$647K
Deutsche Bank
21
Deutsche Bank
Germany
$607K +$374K +16,108 +145%
AG
22
Algert Global
California
$568K +$63.1K +2,720 +12%
NSEDCP
23
NJ State Employees Deferred Compensation Plan
New Jersey
$560K -$23.2K -1,000 -4%
FIB
24
First Interstate Bank
Montana
$560K
Bank of America
25
Bank of America
North Carolina
$540K +$32.8K +1,413 +6%

LMNR Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2017, worth a combined $91.3M — down 0.46% from $91.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LMNR and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $4.94M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $1.31M sold.

  • 54 institutional investors held Limoneira (LMNR) as of Q4 2017, down from 58 in Q3 2017.
  • Funds reported $91.3M of Limoneira stock for Q4 2017, down 0.46% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q4 2017 and 10 closed out, a net change of -4 holders.
  • The largest Limoneira buyer in Q4 2017 was Global Alpha Capital Management, an estimated $4.94M added.
  • The largest Limoneira seller in Q4 2017 was Zacks Investment Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2017.