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Limoneira

78 hedge funds and large institutions have $153M invested in Limoneira in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $274K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

54% more capital invested

Capital invested by funds: $99.7M → $153M (+$53.4M)

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 7478 (+4)

1.82% more ownership

Funds ownership: 49.63%51.45% (+1.8%)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
13
Increased
29
Reduced
20
Closed
9
Calls
$1.66M
Puts
$274K
Net Calls
+$1.38M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$47.9M +$1.23M +84,016 +3%
OWIM
2
Old West Investment Management
California
$16M +$114K +7,789 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.7M +$721K +49,316 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.6M +$291K +19,885 +3%
FWSM
5
First Wilshire Securities Management
California
$10.4M +$98.4K +6,731 +1%
BlackRock
6
BlackRock
New York
$4.52M +$111K +7,625 +3%
TA
7
Teton Advisors
New York
$3.25M +$14.6K +1,000 +0.5%
Millennium Management
8
Millennium Management
New York
$2.99M +$400K +27,385 +18%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$2.84M -$2.34K -160 -0.1%
Axa
10
Axa
France
$2.72M -$243K -16,620 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.4M +$58.3K +3,990 +3%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85M +$6.14K +420 +0.4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.7M +$517K +35,397 +53%
Jane Street
14
Jane Street
New York
$1.68M +$1.47M +100,687 New
EI
15
EAM Investors
California
$1.67M +$1.47M +100,470 New
WPC
16
White Pine Capital
Minnesota
$1.64M +$36.4K +2,487 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.61M +$10K +687 +0.7%
GI
18
GAMCO Investors
Connecticut
$1.54M +$7.31K +500 +0.5%
RP
19
Riverwater Partners
Wisconsin
$1.47M +$275K +18,809 +27%
RG
20
Rathbones Group
United Kingdom
$1.22M
BCM
21
Bridgeway Capital Management
Texas
$1.19M +$279K +19,069 +36%
Morgan Stanley
22
Morgan Stanley
New York
$1.19M +$312K +21,349 +43%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.12M +$982K +67,188 New
GF
24
Gabelli Funds
New York
$1.12M +$14.6K +1,000 +2%
AA
25
Ancora Advisors
Ohio
$1.08M +$358K +24,480 +60%

LMNR Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2023, worth a combined $153M — up 54% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LMNR positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.47M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.73M sold.

  • 78 institutional investors held Limoneira (LMNR) as of Q1 2023, up from 74 in Q4 2022.
  • Funds reported $153M of Limoneira stock for Q1 2023, up 54% quarter-over-quarter.
  • 13 funds opened new Limoneira positions in Q1 2023 and 9 closed out, a net change of +4 holders.
  • The largest Limoneira buyer in Q1 2023 was Jane Street, an estimated $1.47M added.
  • The largest Limoneira seller in Q1 2023 was Boothbay Fund Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2023.