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Limoneira

80 hedge funds and large institutions have $149M invested in Limoneira in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $136M → $149M (+$12.3M)

7% more funds holding

Funds holding: 7580 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.79% less ownership

Funds ownership: 58.14%57.35% (-0.79%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $143K

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
18
Closed
7
Calls
Puts
$143K
Net Calls
-$143K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$33.2M +$7.81M +594,703 +35%
BlackRock
2
BlackRock
New York
$16M +$213K +16,183 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.7M +$2.31M +175,974 +23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.97M -$60.3K -4,595 -0.7%
ACM
5
Ashford Capital Management
Delaware
$8.7M -$5.33M -406,199 -40%
SIMG
6
Stephens Investment Management Group
Texas
$7.67M -$81.4K -6,195 -1%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$5.28M +$277K +21,122 +6%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.71M +$665K +50,643 +19%
State Street
9
State Street
Massachusetts
$4.32M +$124K +9,448 +3%
SAM
10
Silvercrest Asset Management
New York
$3.57M -$56.1K -4,275 -2%
TA
11
Teton Advisors
New York
$3.38M +$46K +3,500 +2%
Axa
12
Axa
France
$3.31M -$123K -9,355 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.27M +$114K +8,669 +4%
JAM
14
Jupiter Asset Management
United Kingdom
$2.92M
Northern Trust
15
Northern Trust
Illinois
$2.83M +$121K +9,239 +5%
FWSM
16
First Wilshire Securities Management
California
$2.65M +$37.9K +2,888 +2%
EVM
17
Eaton Vance Management
Massachusetts
$2.42M
Charles Schwab
18
Charles Schwab
California
$1.52M +$110K +8,366 +9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.3M +$83.2K +6,336 +8%
Morgan Stanley
20
Morgan Stanley
New York
$1.19M +$985 +75 +0.1%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$1.13M -$26.1K -1,990 -2%
RG
22
Rathbones Group
United Kingdom
$1.09M +$6.57K +500 +0.7%
WPC
23
White Pine Capital
Minnesota
$1.05M -$60.6K -4,618 -6%
SIC
24
SFE Investment Counsel
California
$870K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$859K

LMNR Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2020, worth a combined $149M — up 9% from $136M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LMNR positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $7.81M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $9.61M sold.

  • 80 institutional investors held Limoneira (LMNR) as of Q2 2020, up from 75 in Q1 2020.
  • Funds reported $149M of Limoneira stock for Q2 2020, up 9% quarter-over-quarter.
  • 12 funds opened new Limoneira positions in Q2 2020 and 7 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q2 2020 was Global Alpha Capital Management, an estimated $7.81M added.
  • The largest Limoneira seller in Q2 2020 was Next Century Growth Investors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q2 2020.