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Limoneira

76 hedge funds and large institutions have $140M invested in Limoneira in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.57% less ownership

Funds ownership: 57.35%54.79% (-2.6%)

5% less funds holding

Funds holding: 8076 (-4)

6% less capital invested

Capital invested by funds: $149M → $140M (-$8.79M)

14% less call options, than puts

Call options by funds: $18K | Put options by funds: $21K

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
30
Closed
10
Calls
$18K
Puts
$21K
Net Calls
-$3K
Net Calls Change
+$140K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$30.9M -$1.86M -130,000 -6%
BlackRock
2
BlackRock
New York
$15.4M -$447K -31,167 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.3M -$269K -18,765 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.52M -$335K -23,360 -4%
SIMG
5
Stephens Investment Management Group
Texas
$7.53M -$38.1K -2,658 -0.5%
ACM
6
Ashford Capital Management
Delaware
$7.25M -$1.34M -93,425 -16%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.85M +$203K +14,161 +4%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$4.55M -$659K -45,985 -13%
State Street
9
State Street
Massachusetts
$4.26M +$3.69K +257 +0.1%
JAM
10
Jupiter Asset Management
United Kingdom
$3.61M +$717K +50,000 +25%
SAM
11
Silvercrest Asset Management
New York
$3.45M -$66.5K -4,636 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.36M +$135K +9,390 +4%
Axa
13
Axa
France
$3.27M
TA
14
Teton Advisors
New York
$3.19M -$143K -10,000 -4%
Northern Trust
15
Northern Trust
Illinois
$2.65M -$143K -9,951 -5%
EVM
16
Eaton Vance Management
Massachusetts
$2.39M
FWSM
17
First Wilshire Securities Management
California
$2M -$622K -43,377 -24%
Charles Schwab
18
Charles Schwab
California
$1.47M -$29.5K -2,055 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.18M -$106K -7,360 -8%
Morgan Stanley
20
Morgan Stanley
New York
$1.09M -$89.7K -6,256 -8%
RG
21
Rathbones Group
United Kingdom
$1.08M
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$1.05M -$57.6K -4,020 -5%
WPC
23
White Pine Capital
Minnesota
$1.04M -$186 -13 -0%
N
24
Nuveen
North Carolina
$984K +$145K +10,109 +17%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$859K

LMNR Hedge Fund Activity: Q3 2020 in Review

76 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2020, worth a combined $140M — down 5.9% from $149M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LMNR and 6 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Jupiter Asset Management, adding an estimated $717K. The largest seller was Global Alpha Capital Management, cutting an estimated $1.86M.

  • 76 institutional investors held Limoneira (LMNR) as of Q3 2020, down from 80 in Q2 2020.
  • Funds reported $140M of Limoneira stock for Q3 2020, down 5.9% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q3 2020 and 10 closed out, a net change of -4 holders.
  • The largest Limoneira buyer in Q3 2020 was Jupiter Asset Management, an estimated $717K added.
  • The largest Limoneira seller in Q3 2020 was Global Alpha Capital Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2020.