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Limoneira

83 hedge funds and large institutions have $160M invested in Limoneira in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $147K | Put options by funds: $22K

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

6% more funds holding

Funds holding: 7883 (+5)

5.63% more ownership

Funds ownership: 51.45%57.08% (+5.6%)

4% more capital invested

Capital invested by funds: $153M → $160M (+$6.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
26
Reduced
19
Closed
16
Calls
$147K
Puts
$22K
Net Calls
+$125K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$45.3M +$661K +40,100 +1%
BlackRock
2
BlackRock
New York
$16.3M +$12.8M +777,178 +286%
OWIM
3
Old West Investment Management
California
$14.3M -$647K -39,255 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.9M +$1.14M +69,064 +8%
FWSM
5
First Wilshire Securities Management
California
$9.74M +$54.1K +3,285 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.69M -$251K -15,236 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.01M +$2.93M +177,676 +123%
State Street
8
State Street
Massachusetts
$3.77M +$2.96M +179,950 +288%
TA
9
Teton Advisors
New York
$3.03M
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$2.64M -$12.2K -740 -0.4%
Axa
11
Axa
France
$2.28M -$275K -16,687 -10%
Northern Trust
12
Northern Trust
Illinois
$2.28M +$1.9M +115,587 +375%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.18M +$715K +43,424 +45%
GI
14
GAMCO Investors
Connecticut
$1.9M +$494K +30,000 +33%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.83M +$98.8K +6,000 +5%
WPC
16
White Pine Capital
Minnesota
$1.58M +$47.3K +2,869 +3%
CAM
17
Crown Advisors Management
California
$1.56M +$1.65M +100,000 New
RP
18
Riverwater Partners
Wisconsin
$1.44M +$77.7K +4,718 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.34M -$272K -16,513 -16%
RG
20
Rathbones Group
United Kingdom
$1.14M
BCM
21
Bridgeway Capital Management
Texas
$1.11M
Morgan Stanley
22
Morgan Stanley
New York
$1.07M -$45K -2,734 -4%
GF
23
Gabelli Funds
New York
$1.05M +$8.24K +500 +0.7%
SIC
24
SFE Investment Counsel
California
$934K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$832K

LMNR Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2023, worth a combined $160M — up 4.3% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LMNR positions and 16 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $12.8M. The largest seller was Millennium Management, exiting entirely with an estimated $2.99M sold.

  • 83 institutional investors held Limoneira (LMNR) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $160M of Limoneira stock for Q2 2023, up 4.3% quarter-over-quarter.
  • 21 funds opened new Limoneira positions in Q2 2023 and 16 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q2 2023 was BlackRock, an estimated $12.8M added.
  • The largest Limoneira seller in Q2 2023 was Millennium Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2023.