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Limoneira

88 hedge funds and large institutions have $157M invested in Limoneira in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

6% more funds holding

Funds holding: 8388 (+5)

0.07% less ownership

Funds ownership: 57.08%57.02% (-0.07%)

2% less capital invested

Capital invested by funds: $160M → $157M (-$2.64M)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
27
Reduced
22
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$45.7M +$1.01M +66,000 +2%
BlackRock
2
BlackRock
New York
$16.5M +$416K +27,260 +3%
OWIM
3
Old West Investment Management
California
$14.1M -$2.7K -177 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.7M +$44.4K +2,907 +0.3%
FWSM
5
First Wilshire Securities Management
California
$11.1M +$1.52M +99,641 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.39M -$1.15M -75,379 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.32M +$387K +25,331 +8%
State Street
8
State Street
Massachusetts
$3.78M +$66K +4,324 +2%
TA
9
Teton Advisors
New York
$2.99M
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$2.52M -$75.3K -4,935 -3%
Northern Trust
11
Northern Trust
Illinois
$2.34M +$92.4K +6,055 +4%
GI
12
GAMCO Investors
Connecticut
$2.33M +$458K +30,000 +25%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.14M -$8.94K -586 -0.4%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84M +$38.1K +2,500 +2%
RP
15
Riverwater Partners
Wisconsin
$1.68M +$253K +16,551 +18%
WPC
16
White Pine Capital
Minnesota
$1.52M -$37.1K -2,433 -2%
Axa
17
Axa
France
$1.43M -$815K -53,428 -36%
RG
18
Rathbones Group
United Kingdom
$1.12M
GF
19
Gabelli Funds
New York
$1.11M +$71.7K +4,700 +7%
Morgan Stanley
20
Morgan Stanley
New York
$959K -$90.2K -5,914 -9%
SIC
21
SFE Investment Counsel
California
$919K
SCM
22
SG Capital Management
Illinois
$882K +$879K +57,602 New
BCM
23
Bridgeway Capital Management
Texas
$864K -$229K -15,000 -21%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$819K
AI
25
Acuitas Investments
Washington
$807K +$15 +1 +0%

LMNR Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2023, worth a combined $157M — down 1.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 6 closed out — a net gain of 5 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was First Wilshire Securities Management, adding an estimated $1.52M. The largest seller was Crown Advisors Management, exiting entirely with an estimated $1.56M sold.

  • 88 institutional investors held Limoneira (LMNR) as of Q3 2023, up from 83 in Q2 2023.
  • Funds reported $157M of Limoneira stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q3 2023 was First Wilshire Securities Management, an estimated $1.52M added.
  • The largest Limoneira seller in Q3 2023 was Crown Advisors Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2023.