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Limoneira

74 hedge funds and large institutions have $99.7M invested in Limoneira in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

10% more funds holding

Funds holding: 6774 (+7)

7.33% more ownership

Funds ownership: 42.3%49.63% (+7.3%)

1% more capital invested

Capital invested by funds: $98.8M → $99.7M (+$872K)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

84% less call options, than puts

Call options by funds: $35K | Put options by funds: $216K

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
27
Reduced
16
Closed
3
Calls
$35K
Puts
$216K
Net Calls
-$181K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$34.1M +$8.03M +626,100 +29%
OWIM
2
Old West Investment Management
California
$11.6M +$2.31M +180,028 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.43M +$1.22M +95,137 +14%
FWSM
4
First Wilshire Securities Management
California
$7.52M -$140K -10,926 -2%
BlackRock
5
BlackRock
New York
$3.22M +$4.64K +362 +0.1%
TA
6
Teton Advisors
New York
$2.37M -$115K -9,000 -4%
Axa
7
Axa
France
$2.2M
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$2.08M +$1.36M +106,155 +165%
Millennium Management
9
Millennium Management
New York
$1.86M -$1.02M -79,763 -34%
BFM
10
Boothbay Fund Management
New York
$1.73M +$1.81M +141,356 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.71M +$23.1K +1,801 +1%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M +$219K +17,100 +18%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.17M +$515K +40,116 +72%
WPC
14
White Pine Capital
Minnesota
$1.17M +$747K +58,208 +154%
GI
15
GAMCO Investors
Connecticut
$1.12M +$44.9K +3,500 +4%
RG
16
Rathbones Group
United Kingdom
$896K
Two Sigma Investments
17
Two Sigma Investments
New York
$867K +$735K +57,319 +418%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$855K +$384K +29,900 +75%
RP
19
Riverwater Partners
Wisconsin
$846K +$663K +51,693 +294%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$817K +$551K +42,955 +179%
GF
21
Gabelli Funds
New York
$806K +$2.57K +200 +0.3%
SIC
22
SFE Investment Counsel
California
$797K
State Street
23
State Street
Massachusetts
$768K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$653K
BCM
25
Bridgeway Capital Management
Texas
$639K

LMNR Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2022, worth a combined $99.7M — up 0.88% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 3 closed out — a net gain of 8 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $8.03M. The largest seller was Crown Advisors Management, exiting entirely with an estimated $1.13M sold.

  • 74 institutional investors held Limoneira (LMNR) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $99.7M of Limoneira stock for Q4 2022, up 0.88% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q4 2022 and 3 closed out, a net change of +8 holders.
  • The largest Limoneira buyer in Q4 2022 was Global Alpha Capital Management, an estimated $8.03M added.
  • The largest Limoneira seller in Q4 2022 was Crown Advisors Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2022.