We are live on ! Find out more
LMNR icon

Limoneira

76 hedge funds and large institutions have $139M invested in Limoneira in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 7376 (+3)

2.42% less ownership

Funds ownership: 51.14%48.72% (-2.4%)

12% less capital invested

Capital invested by funds: $159M → $139M (-$19.3M)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $178K

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
27
Closed
5
Calls
Puts
$178K
Net Calls
-$178K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$31.3M +$188K +11,200 +0.6%
BlackRock
2
BlackRock
New York
$17.1M +$21.8K +1,295 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1M +$148K +8,818 +1%
SIMG
4
Stephens Investment Management Group
Texas
$11.9M -$127K -7,575 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.58M -$369K -21,926 -4%
FWSM
6
First Wilshire Securities Management
California
$7M +$35.8K +2,125 +0.5%
SAM
7
Silvercrest Asset Management
New York
$4.83M -$115K -6,816 -2%
State Street
8
State Street
Massachusetts
$4.82M -$51.7K -3,075 -1%
Axa
9
Axa
France
$4.37M +$5.69K +338 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.03M +$25.3K +1,504 +0.6%
TA
11
Teton Advisors
New York
$3.74M -$113K -6,700 -3%
EVM
12
Eaton Vance Management
Massachusetts
$2.7M
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39M -$251K -14,900 -9%
Northern Trust
14
Northern Trust
Illinois
$2.34M -$135K -8,027 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.81M +$46.7K +2,775 +3%
Morgan Stanley
16
Morgan Stanley
New York
$1.5M -$175K -10,414 -10%
RG
17
Rathbones Group
United Kingdom
$1.19M -$33.7K -2,000 -3%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$1.01M -$5.05K -300 -0.5%
GI
19
GAMCO Investors
Connecticut
$1.01M +$239K +14,173 +29%
SIC
20
SFE Investment Counsel
California
$970K
N
21
Nuveen
North Carolina
$969K -$28.4K -1,689 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$875K +$25.1K +1,492 +3%
GF
23
Gabelli Funds
New York
$841K +$448K +26,600 +105%
WPC
24
White Pine Capital
Minnesota
$752K +$1.2K +71 +0.2%
EHC
25
Everett Harris & Co
California
$716K +$9.51K +565 +1%

LMNR Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2021, worth a combined $139M — down 12% from $159M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LMNR positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Gabelli Funds, adding an estimated $448K. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $4.43M sold.

  • 76 institutional investors held Limoneira (LMNR) as of Q3 2021, up from 73 in Q2 2021.
  • Funds reported $139M of Limoneira stock for Q3 2021, down 12% quarter-over-quarter.
  • 9 funds opened new Limoneira positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest Limoneira buyer in Q3 2021 was Gabelli Funds, an estimated $448K added.
  • The largest Limoneira seller in Q3 2021 was Jupiter Asset Management, an estimated $4.43M sold.

Based on aggregated 13F filings for Q3 2021.