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Limoneira

84 hedge funds and large institutions have $187M invested in Limoneira in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

79% more capital invested

Capital invested by funds: $105M → $187M (+$82.3M)

42% more funds holding

Funds holding: 5984 (+25)

11.94% more ownership

Funds ownership: 30.34%42.28% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less call options, than puts

Call options by funds: $59K | Put options by funds: $71K

Holders
84
Holders Change
+25
Holders Change %
+42.37%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
27
Reduced
11
Closed
2
Calls
$59K
Puts
$71K
Net Calls
-$12K
Net Calls Change
+$385K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$30.5M +$7.29M +299,000 +32%
BlackRock
2
BlackRock
New York
$17.3M +$843K +34,577 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.6M +$1.33M +54,407 +10%
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$11.6M +$11.4M +469,707 New
DCM
5
Driehaus Capital Management
Illinois
$10M +$9.91M +406,852 New
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$9.15M +$9.06M +371,958 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.56M +$1.01M +41,581 +16%
CAM
8
Cortina Asset Management
Wisconsin
$6.92M +$6.86M +281,380 New
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$5.56M
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$5.53M +$5.48M +224,844 New
State Street
11
State Street
Massachusetts
$5M -$28.5K -1,168 -0.6%
FWSM
12
First Wilshire Securities Management
California
$4.08M +$593K +24,326 +17%
Northern Trust
13
Northern Trust
Illinois
$3.55M +$211K +8,672 +6%
TA
14
Teton Advisors
New York
$3.43M
NC
15
Northpointe Capital
Michigan
$3.16M +$3.13M +128,243 New
BAMCO Inc
16
BAMCO Inc
New York
$3.08M +$3.05M +125,000 New
MIM
17
Monashee Investment Management
Massachusetts
$2.96M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.77M +$401K +16,456 +17%
Morgan Stanley
19
Morgan Stanley
New York
$2.6M +$325K +13,316 +14%
NCGI
20
Next Century Growth Investors
Minnesota
$2.46M +$2.44M +100,000 New
SSA
21
Schonfeld Strategic Advisors
New York
$2.37M +$2.35M +96,345 New
SI
22
Stephens Inc
Arkansas
$2.3M +$2.27M +93,300 New
Axa
23
Axa
France
$1.96M +$1.94M +79,460 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.87M -$33.7K -1,382 -2%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$1.74M

LMNR Hedge Fund Activity: Q2 2018 in Review

84 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2018, worth a combined $187M — up 79% from $105M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LMNR positions and 2 closed out — a net gain of 25 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.4M. The largest seller was Putnam Investments, exiting entirely with an estimated $1.37M sold.

  • 84 institutional investors held Limoneira (LMNR) as of Q2 2018, up from 59 in Q1 2018.
  • Funds reported $187M of Limoneira stock for Q2 2018, up 79% quarter-over-quarter.
  • 27 funds opened new Limoneira positions in Q2 2018 and 2 closed out, a net change of +25 holders.
  • The largest Limoneira buyer in Q2 2018 was Polar Asset Management Partners, an estimated $11.4M added.
  • The largest Limoneira seller in Q2 2018 was Putnam Investments, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2018.