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Limoneira

84 hedge funds and large institutions have $126M invested in Limoneira in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

11% more funds holding

Funds holding: 7684 (+8)

1.09% less ownership

Funds ownership: 48.72%47.63% (-1.1%)

9% less capital invested

Capital invested by funds: $139M → $126M (-$12.9M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $457K

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
29
Closed
5
Calls
$3K
Puts
$457K
Net Calls
-$454K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$28.2M -$824K -52,500 -3%
BlackRock
2
BlackRock
New York
$15.8M -$17.5K -1,112 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.1M -$1.17M -74,616 -9%
SIMG
4
Stephens Investment Management Group
Texas
$10.8M -$271K -17,284 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.72M -$179K -11,374 -2%
FWSM
6
First Wilshire Securities Management
California
$6.39M -$103K -6,578 -2%
State Street
7
State Street
Massachusetts
$4.42M -$73.8K -4,703 -2%
Axa
8
Axa
France
$3.98M -$81.4K -5,189 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.72M -$13.1K -833 -0.3%
TA
10
Teton Advisors
New York
$3.48M +$11K +700 +0.3%
EVM
11
Eaton Vance Management
Massachusetts
$2.5M
Northern Trust
12
Northern Trust
Illinois
$2.17M +$518 +33 +0%
OWIM
13
Old West Investment Management
California
$2.03M +$2.12M +135,110 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.47M -$785K -50,000 -34%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.41M -$285K -18,176 -16%
Morgan Stanley
16
Morgan Stanley
New York
$1.25M -$149K -9,498 -10%
GI
17
GAMCO Investors
Connecticut
$1.16M +$235K +15,000 +24%
RG
18
Rathbones Group
United Kingdom
$1.1M
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$938K +$4.71K +300 +0.5%
SIC
20
SFE Investment Counsel
California
$900K
GF
21
Gabelli Funds
New York
$842K +$64.9K +4,134 +8%
N
22
Nuveen
North Carolina
$826K -$128K -8,134 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$786K -$25.5K -1,624 -3%
BCM
24
Bridgeway Capital Management
Texas
$785K +$821K +52,300 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$740K +$774K +49,325 New

LMNR Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2021, worth a combined $126M — down 9.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LMNR positions and 5 closed out — a net gain of 9 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was Old West Investment Management, opening a new position worth an estimated $2.12M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $4.83M sold.

  • 84 institutional investors held Limoneira (LMNR) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $126M of Limoneira stock for Q4 2021, down 9.3% quarter-over-quarter.
  • 14 funds opened new Limoneira positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest Limoneira buyer in Q4 2021 was Old West Investment Management, an estimated $2.12M added.
  • The largest Limoneira seller in Q4 2021 was Silvercrest Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2021.