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Limoneira

91 hedge funds and large institutions have $206M invested in Limoneira in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.18% less ownership

Funds ownership: 59.52%58.35% (-1.2%)

2% less funds holding

Funds holding: 9391 (-2)

7% less capital invested

Capital invested by funds: $221M → $206M (-$15.2M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

39% less call options, than puts

Call options by funds: $430K | Put options by funds: $710K

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
23
Reduced
36
Closed
7
Calls
$430K
Puts
$710K
Net Calls
-$280K
Net Calls Change
-$794K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$58.8M +$371K +20,000 +0.7%
BlackRock
2
BlackRock
New York
$22.9M -$1.03M -55,270 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.2M +$271K +14,572 +2%
OWIM
4
Old West Investment Management
California
$14.9M -$552K -29,714 -4%
FWSM
5
First Wilshire Securities Management
California
$13.7M -$84.8K -4,567 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.5M -$91.6K -4,934 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.35M +$273K +14,683 +4%
State Street
8
State Street
Massachusetts
$5.72M +$212K +11,400 +4%
GI
9
GAMCO Investors
Connecticut
$4.14M +$132K +7,103 +3%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$3.13M -$81.3K -4,375 -3%
Northern Trust
11
Northern Trust
Illinois
$3.02M -$51.5K -2,775 -2%
TA
12
Teton Advisors
New York
$3.01M -$42.7K -2,300 -1%
RP
13
Riverwater Partners
Wisconsin
$2.74M +$542K +29,187 +26%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.5M -$64.8K -3,486 -3%
WPC
15
White Pine Capital
Minnesota
$2.4M +$162K +8,696 +8%
GF
16
Gabelli Funds
New York
$2.35M +$433K +23,300 +24%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.26M
Axa
18
Axa
France
$1.66M
Morgan Stanley
19
Morgan Stanley
New York
$1.45M -$2.34M -126,219 -63%
RG
20
Rathbones Group
United Kingdom
$1.43M
QOP
21
Quinn Opportunity Partners
Virginia
$1.32M +$236K +12,718 +23%
SIC
22
SFE Investment Counsel
California
$1.17M
AI
23
Acuitas Investments
Washington
$1.16M +$121K +6,531 +12%
N
24
Nuveen
North Carolina
$1.13M
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$74 +4 +0%

LMNR Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2024, worth a combined $206M — down 6.9% from $221M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LMNR and 5 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 23 added.

The largest buyer was Riverwater Partners, adding an estimated $542K. The largest seller was Morgan Stanley, cutting an estimated $2.34M.

  • 91 institutional investors held Limoneira (LMNR) as of Q1 2024, down from 93 in Q4 2023.
  • Funds reported $206M of Limoneira stock for Q1 2024, down 6.9% quarter-over-quarter.
  • 5 funds opened new Limoneira positions in Q1 2024 and 7 closed out, a net change of -2 holders.
  • The largest Limoneira buyer in Q1 2024 was Riverwater Partners, an estimated $542K added.
  • The largest Limoneira seller in Q1 2024 was Morgan Stanley, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2024.