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Limoneira

73 hedge funds and large institutions have $159M invested in Limoneira in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $162M → $159M (-$3.51M)

1.28% less ownership

Funds ownership: 52.42%51.14% (-1.3%)

12% less funds holding

Funds holding: 8373 (-10)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

75% less call options, than puts

Call options by funds: $1K | Put options by funds: $4K

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
73
Holders Change
-10
Holders Change %
-12.05%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
25
Reduced
29
Closed
11
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$33.8M +$139K +7,569 +0.4%
BlackRock
2
BlackRock
New York
$18.5M -$1.28M -69,818 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.1M +$2.04M +111,145 +16%
SIMG
4
Stephens Investment Management Group
Texas
$13.1M -$246K -13,427 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.8M +$141K +7,711 +1%
FWSM
6
First Wilshire Securities Management
California
$7.56M -$30.9K -1,685 -0.4%
SAM
7
Silvercrest Asset Management
New York
$5.36M -$16.3K -891 -0.3%
State Street
8
State Street
Massachusetts
$5.29M +$326K +17,772 +6%
Axa
9
Axa
France
$4.74M +$985K +53,762 +25%
JAM
10
Jupiter Asset Management
United Kingdom
$4.43M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.34M +$86.3K +4,710 +2%
TA
12
Teton Advisors
New York
$4.18M +$91.6K +5,000 +2%
EVM
13
Eaton Vance Management
Massachusetts
$2.93M
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85M -$42.6K -2,327 -1%
Northern Trust
15
Northern Trust
Illinois
$2.69M +$53.7K +2,934 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.92M -$14.6K -797 -0.7%
Charles Schwab
17
Charles Schwab
California
$1.91M +$114K +6,249 +6%
Morgan Stanley
18
Morgan Stanley
New York
$1.81M +$156K +8,536 +9%
RG
19
Rathbones Group
United Kingdom
$1.32M
N
20
Nuveen
North Carolina
$1.14M -$21K -1,144 -2%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$1.1M -$27.9K -1,525 -2%
SIC
22
SFE Investment Counsel
California
$1.05M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$923K +$21.2K +1,156 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$859K
GI
25
GAMCO Investors
Connecticut
$845K +$15.1K +827 +2%

LMNR Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2021, worth a combined $159M — down 2.2% from $162M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LMNR and 2 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Vanguard Group, adding an estimated $2.04M. The largest seller was Brown Advisory, exiting entirely with an estimated $4.41M sold.

  • 73 institutional investors held Limoneira (LMNR) as of Q2 2021, down from 83 in Q1 2021.
  • Funds reported $159M of Limoneira stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 2 funds opened new Limoneira positions in Q2 2021 and 11 closed out, a net change of -9 holders.
  • The largest Limoneira buyer in Q2 2021 was Vanguard Group, an estimated $2.04M added.
  • The largest Limoneira seller in Q2 2021 was Brown Advisory, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2021.