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Limoneira

75 hedge funds and large institutions have $158M invested in Limoneira in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,900% more call options, than puts

Call options by funds: $240K | Put options by funds: $1K

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $140M → $158M (+$18.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less funds holding

Funds holding: 7675 (-1)

1.5% less ownership

Funds ownership: 54.79%53.29% (-1.5%)

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
25
Reduced
22
Closed
7
Calls
$240K
Puts
$1K
Net Calls
+$239K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$32.9M -$2.78M -185,300 -9%
BlackRock
2
BlackRock
New York
$18.7M +$787K +52,361 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.3M -$77.5K -5,156 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.1M +$180K +11,991 +2%
SIMG
5
Stephens Investment Management Group
Texas
$7.91M -$778K -51,802 -10%
FWSM
6
First Wilshire Securities Management
California
$5.87M +$3.2M +212,733 +152%
SAM
7
Silvercrest Asset Management
New York
$5.78M +$1.59M +105,594 +44%
State Street
8
State Street
Massachusetts
$5.04M +$51.5K +3,428 +1%
ACM
9
Ashford Capital Management
Delaware
$4.87M -$3.22M -214,230 -42%
JAM
10
Jupiter Asset Management
United Kingdom
$4.2M
Axa
11
Axa
France
$4.18M +$335K +22,283 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.98M +$62.1K +4,133 +2%
TA
13
Teton Advisors
New York
$3.71M
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M -$1.76M -117,200 -35%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$3.5M -$1.63M -108,317 -34%
Northern Trust
16
Northern Trust
Illinois
$2.89M -$177K -11,759 -6%
EVM
17
Eaton Vance Management
Massachusetts
$2.78M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.85M +$437K +29,119 +35%
Charles Schwab
19
Charles Schwab
California
$1.67M -$32.8K -2,181 -2%
Morgan Stanley
20
Morgan Stanley
New York
$1.48M +$191K +12,685 +17%
RG
21
Rathbones Group
United Kingdom
$1.25M
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$1.17M -$55.6K -3,700 -5%
N
23
Nuveen
North Carolina
$1.14M -$4.84K -322 -0.5%
SIC
24
SFE Investment Counsel
California
$999K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$859K

LMNR Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2020, worth a combined $158M — up 13% from $140M a quarter earlier.

Fund positioning in LMNR was balanced in Q4 2020: 7 funds opened new positions, 7 closed out, 25 added to existing stakes and 22 trimmed.

The largest buyer was First Wilshire Securities Management, adding an estimated $3.2M. The largest seller was Ashford Capital Management, cutting an estimated $3.22M.

  • 75 institutional investors held Limoneira (LMNR) as of Q4 2020, down from 76 in Q3 2020.
  • Funds reported $158M of Limoneira stock for Q4 2020, up 13% quarter-over-quarter.
  • 7 funds opened new Limoneira positions in Q4 2020 and 7 closed out, a net change of 0 holders.
  • The largest Limoneira buyer in Q4 2020 was First Wilshire Securities Management, an estimated $3.2M added.
  • The largest Limoneira seller in Q4 2020 was Ashford Capital Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2020.