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Limoneira

77 hedge funds and large institutions have $129M invested in Limoneira in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 47.63%49.7% (+2.1%)

2% more capital invested

Capital invested by funds: $126M → $129M (+$2.43M)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

8% less funds holding

Funds holding: 8477 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

64% less call options, than puts

Call options by funds: $150K | Put options by funds: $422K

Holders
77
Holders Change
-7
Holders Change %
-8.33%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
25
Reduced
25
Closed
13
Calls
$150K
Puts
$422K
Net Calls
-$272K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$30.6M +$2.96M +203,259 +11%
BlackRock
2
BlackRock
New York
$15.1M -$386K -26,568 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M +$32.9K +2,262 +0.3%
SIMG
4
Stephens Investment Management Group
Texas
$10.5M -$112K -7,735 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.91M +$380K +26,111 +4%
OWIM
6
Old West Investment Management
California
$8.56M +$6.51M +447,972 +332%
FWSM
7
First Wilshire Securities Management
California
$6.4M +$144K +9,878 +2%
State Street
8
State Street
Massachusetts
$4.31M +$1.53K +105 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.74M +$97.4K +6,699 +3%
TA
10
Teton Advisors
New York
$3.41M
Axa
11
Axa
France
$2.64M -$1.24M -85,157 -32%
Northern Trust
12
Northern Trust
Illinois
$2M -$126K -8,672 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.38M -$931 -64 -0.1%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M -$65.4K -4,500 -5%
GI
15
GAMCO Investors
Connecticut
$1.21M +$72.7K +5,000 +6%
RG
16
Rathbones Group
United Kingdom
$1.08M
Morgan Stanley
17
Morgan Stanley
New York
$946K -$273K -18,741 -23%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$923K +$4.73K +325 +0.5%
SIC
19
SFE Investment Counsel
California
$881K
GF
20
Gabelli Funds
New York
$873K +$48.7K +3,348 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$838K +$68K +4,673 +9%
BCM
22
Bridgeway Capital Management
Texas
$768K
N
23
Nuveen
North Carolina
$741K +$8.17K +562 +1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$723K -$1.41K -97 -0.2%
WPC
25
White Pine Capital
Minnesota
$683K -$2.94K -202 -0.4%

LMNR Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2022, worth a combined $129M — up 1.9% from $126M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LMNR and 6 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Old West Investment Management, adding an estimated $6.51M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $2.5M sold.

  • 77 institutional investors held Limoneira (LMNR) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $129M of Limoneira stock for Q1 2022, up 1.9% quarter-over-quarter.
  • 6 funds opened new Limoneira positions in Q1 2022 and 13 closed out, a net change of -7 holders.
  • The largest Limoneira buyer in Q1 2022 was Old West Investment Management, an estimated $6.51M added.
  • The largest Limoneira seller in Q1 2022 was Eaton Vance Management, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2022.