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Limoneira
LMNR

75 hedge funds and large institutions have $136M invested in Limoneira in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

1.81% more ownership

Funds ownership: 56.34% → 58.14% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 77 → 75 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less capital invested

Capital invested by funds: $192M → $136M (-$56.2M)

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
+$3.94M
2
EVM
Eaton Vance Management
Massachusetts
+$3M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.53M
5
FWSM
First Wilshire Securities Management
California
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$4.2M
2
SGI
Summit Global Investments
Utah
-$867K
3
NCGI
Next Century Growth Investors
Minnesota
-$705K
4
Renaissance Technologies
Renaissance Technologies
New York
-$492K
5
Morgan Stanley
Morgan Stanley
New York
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$22.2M +$3.94M +219,132 +15%
BlackRock
2
BlackRock
New York
$14.3M +$151K +8,396 +0.8%
ACM
3
Ashford Capital Management
Delaware
$13.2M +$87.2K +4,850 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M +$607K +33,742 +5%
NCGI
5
Next Century Growth Investors
Minnesota
$9.61M -$705K -39,228 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.17M -$33.4K -1,860 -0.3%
SIMG
7
Stephens Investment Management Group
Texas
$7.02M +$429K +23,832 +5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$4.5M +$1.53M +85,037 +33%
State Street
9
State Street
Massachusetts
$3.78M -$133K -7,392 -2%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62M +$2M +111,000 +68%
SAM
11
Silvercrest Asset Management
New York
$3.28M -$9.78K -544 -0.2%
Axa
12
Axa
France
$3.12M – – –
TA
13
Teton Advisors
New York
$3.01M +$90.5K +5,035 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.85M +$226K +12,546 +6%
JAM
15
Jupiter Asset Management
United Kingdom
$2.63M – – –
Northern Trust
16
Northern Trust
Illinois
$2.44M +$49.3K +2,741 +1%
FWSM
17
First Wilshire Securities Management
California
$2.36M +$1.39M +77,276 +75%
EVM
18
Eaton Vance Management
Massachusetts
$2.19M +$3M +166,888 New
Charles Schwab
19
Charles Schwab
California
$1.26M +$29.4K +1,636 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.09M +$25.2K +1,400 +2%
Morgan Stanley
21
Morgan Stanley
New York
$1.08M -$403K -22,416 -21%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$1.04M +$126K +7,005 +10%
WPC
23
White Pine Capital
Minnesota
$1.01M +$528K +29,360 +61%
RG
24
Rathbones Group
United Kingdom
$981K – – –
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$859K – – –
1
2 3 4

LMNR Hedge Fund Activity: Q1 2020 in Review

75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2020, worth a combined $136M — down 29% from $192M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LMNR and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 28 added.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.94M. The largest seller was BAMCO Inc, cutting an estimated $4.2M.

  • 75 institutional investors held Limoneira (LMNR) as of Q1 2020, down from 77 in Q4 2019.
  • Funds reported $136M of Limoneira stock for Q1 2020, down 29% quarter-over-quarter.
  • 7 funds opened new Limoneira positions in Q1 2020 and 8 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q1 2020 was Global Alpha Capital Management, an estimated $3.94M added.
  • The largest Limoneira seller in Q1 2020 was BAMCO Inc, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2020.