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Limoneira

81 hedge funds and large institutions have $183M invested in Limoneira in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

5% more funds holding

Funds holding: 7781 (+4)

0.16% more ownership

Funds ownership: 55.95%56.11% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $198M → $183M (-$15.1M)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
18
Closed
7
Calls
$2.17M
Puts
Net Calls
+$2.17M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$26.8M +$2.65M +138,900 +11%
BlackRock
2
BlackRock
New York
$20.6M +$1.48M +77,537 +7%
ACM
3
Ashford Capital Management
Delaware
$15.7M +$340K +17,862 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.4M +$226K +11,892 +2%
NCGI
5
Next Century Growth Investors
Minnesota
$13.3M -$443K -23,246 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.5M -$260K -13,629 -2%
SIMG
7
Stephens Investment Management Group
Texas
$9.01M -$2.42M -126,972 -21%
BAMCO Inc
8
BAMCO Inc
New York
$5.51M -$476K -25,000 -8%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$5.3M -$2.55M -134,126 -32%
State Street
10
State Street
Massachusetts
$5.14M +$37.2K +1,955 +0.7%
SAM
11
Silvercrest Asset Management
New York
$4.8M +$4.98M +261,643 New
Axa
12
Axa
France
$4.37M
TA
13
Teton Advisors
New York
$4.01M +$1.01M +52,920 +32%
JAM
14
Jupiter Asset Management
United Kingdom
$3.7M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.68M +$80K +4,201 +2%
Northern Trust
16
Northern Trust
Illinois
$3.5M +$321K +16,848 +10%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82M +$209K +11,000 +8%
FWSM
18
First Wilshire Securities Management
California
$1.91M -$32.9K -1,725 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.78M -$28.7K -1,505 -2%
Charles Schwab
20
Charles Schwab
California
$1.72M +$85.3K +4,478 +5%
Morgan Stanley
21
Morgan Stanley
New York
$1.67M +$135K +7,110 +8%
RG
22
Rathbones Group
United Kingdom
$1.37M +$1.43M +74,860 New
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$1.33M
WPC
24
White Pine Capital
Minnesota
$1.19M +$1.24M +64,965 New
N
25
Nuveen
North Carolina
$1.13M +$21.3K +1,117 +2%

LMNR Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2019, worth a combined $183M — down 7.6% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $4.98M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $5.48M sold.

  • 81 institutional investors held Limoneira (LMNR) as of Q3 2019, up from 77 in Q2 2019.
  • Funds reported $183M of Limoneira stock for Q3 2019, down 7.6% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q3 2019 and 7 closed out, a net change of +6 holders.
  • The largest Limoneira buyer in Q3 2019 was Silvercrest Asset Management, an estimated $4.98M added.
  • The largest Limoneira seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $5.48M sold.

Based on aggregated 13F filings for Q3 2019.