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Limoneira

93 hedge funds and large institutions have $221M invested in Limoneira in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,254% more call options, than puts

Call options by funds: $555K | Put options by funds: $41K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $157M → $221M (+$63.9M)

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

6% more funds holding

Funds holding: 8893 (+5)

2.5% more ownership

Funds ownership: 57.02%59.52% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
32
Reduced
26
Closed
6
Calls
$555K
Puts
$41K
Net Calls
+$514K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$61.6M +$110K +6,800 +0.2%
BlackRock
2
BlackRock
New York
$25.3M +$2.46M +152,051 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.8M +$320K +19,802 +2%
OWIM
4
Old West Investment Management
California
$16.3M -$2.09M -128,977 -14%
FWSM
5
First Wilshire Securities Management
California
$14.5M -$357K -22,056 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.2M -$75.1K -4,644 -0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.45M +$226K +13,995 +4%
State Street
8
State Street
Massachusetts
$5.8M +$539K +33,303 +13%
GI
9
GAMCO Investors
Connecticut
$4.21M +$841K +52,000 +34%
Morgan Stanley
10
Morgan Stanley
New York
$4.14M +$2.23M +137,870 +220%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$3.39M
Northern Trust
12
Northern Trust
Illinois
$3.24M +$77.4K +4,786 +3%
TA
13
Teton Advisors
New York
$3.22M -$631K -39,000 -20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.71M -$135K -8,369 -6%
WPC
15
White Pine Capital
Minnesota
$2.32M +$222K +13,743 +14%
RP
16
Riverwater Partners
Wisconsin
$2.28M +$23K +1,423 +1%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.26M -$164K -10,132 -8%
GF
18
Gabelli Funds
New York
$2M +$401K +24,800 +34%
Axa
19
Axa
France
$1.75M -$139K -8,605 -9%
RG
20
Rathbones Group
United Kingdom
$1.51M
SIC
21
SFE Investment Counsel
California
$1.24M
N
22
Nuveen
North Carolina
$1.2M +$144K +8,891 +18%
BCM
23
Bridgeway Capital Management
Texas
$1.16M
QOP
24
Quinn Opportunity Partners
Virginia
$1.13M +$886K +54,806 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1.1M

LMNR Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2023, worth a combined $221M — up 41% from $157M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46M. The largest seller was Old West Investment Management, cutting an estimated $2.09M.

  • 93 institutional investors held Limoneira (LMNR) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $221M of Limoneira stock for Q4 2023, up 41% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q4 2023 and 6 closed out, a net change of +5 holders.
  • The largest Limoneira buyer in Q4 2023 was BlackRock, an estimated $2.46M added.
  • The largest Limoneira seller in Q4 2023 was Old West Investment Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2023.