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Limoneira

83 hedge funds and large institutions have $230M invested in Limoneira in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $179M → $230M (+$51.2M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

4% more funds holding

Funds holding: 8083 (+3)

3.33% more ownership

Funds ownership: 51.69%55.02% (+3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $303K

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
26
Reduced
23
Closed
9
Calls
Puts
$303K
Net Calls
-$303K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$26.7M +$5.61M +247,856 +28%
BlackRock
2
BlackRock
New York
$23.7M -$3.72M -164,517 -14%
ACM
3
Ashford Capital Management
Delaware
$19.9M +$7.13M +315,141 +59%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.8M +$526K +23,243 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14.4M +$1.74M +76,984 +14%
SIMG
6
Stephens Investment Management Group
Texas
$14.2M -$465K -20,575 -3%
NCGI
7
Next Century Growth Investors
Minnesota
$14M +$632K +27,945 +5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$9.9M -$234K -10,357 -2%
DCM
9
Driehaus Capital Management
Illinois
$8.08M -$360K -15,930 -4%
BAMCO Inc
10
BAMCO Inc
New York
$7.65M +$566K +25,000 +8%
CAM
11
Cortina Asset Management
Wisconsin
$6.26M +$618K +27,306 +11%
State Street
12
State Street
Massachusetts
$5.75M +$201K +8,867 +4%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$5.41M +$90.5K +4,000 +2%
Axa
14
Axa
France
$5.38M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.24M +$418K +18,491 +11%
JAM
16
Jupiter Asset Management
United Kingdom
$4.21M +$4.05M +178,894 New
Northern Trust
17
Northern Trust
Illinois
$4.14M +$20.9K +922 +0.5%
FWSM
18
First Wilshire Securities Management
California
$3.82M -$19.9K -879 -0.5%
TA
19
Teton Advisors
New York
$3.28M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.35M +$86.4K +3,819 +4%
Charles Schwab
21
Charles Schwab
California
$2.01M +$152K +6,713 +9%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.93M +$1.68M +74,135 +926%
Morgan Stanley
23
Morgan Stanley
New York
$1.9M -$489K -21,624 -21%
Credit Agricole
24
Credit Agricole
France
$1.86M
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$1.72M +$44.1K +1,950 +3%

LMNR Hedge Fund Activity: Q1 2019 in Review

83 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2019, worth a combined $230M — up 29% from $179M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LMNR positions and 9 closed out — a net gain of 3 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Ashford Capital Management, adding an estimated $7.13M. The largest seller was BlackRock, cutting an estimated $3.72M.

  • 83 institutional investors held Limoneira (LMNR) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $230M of Limoneira stock for Q1 2019, up 29% quarter-over-quarter.
  • 12 funds opened new Limoneira positions in Q1 2019 and 9 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q1 2019 was Ashford Capital Management, an estimated $7.13M added.
  • The largest Limoneira seller in Q1 2019 was BlackRock, an estimated $3.72M sold.

Based on aggregated 13F filings for Q1 2019.