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Limoneira

94 hedge funds and large institutions have $220M invested in Limoneira in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $206M → $220M (+$14.4M)

3% more funds holding

Funds holding: 9194 (+3)

0.37% more ownership

Funds ownership: 58.35%58.71% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

67% less call options, than puts

Call options by funds: $320K | Put options by funds: $974K

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% 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
27
Reduced
30
Closed
8
Calls
$320K
Puts
$974K
Net Calls
-$654K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$66.7M +$3.96M +196,709 +7%
BlackRock
2
BlackRock
New York
$23.8M -$585K -29,022 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.6M +$272K +13,527 +1%
OWIM
4
Old West Investment Management
California
$15.5M -$313K -15,552 -2%
FWSM
5
First Wilshire Securities Management
California
$14.5M -$74.2K -3,683 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.9M -$268K -13,321 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.98M +$152K +7,553 +2%
State Street
8
State Street
Massachusetts
$6.25M +$180K +8,933 +3%
GI
9
GAMCO Investors
Connecticut
$3.98M -$402K -19,971 -9%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$3.18M -$145K -7,195 -4%
TA
11
Teton Advisors
New York
$3.14M -$58.4K -2,900 -2%
Northern Trust
12
Northern Trust
Illinois
$3.12M -$95.5K -4,741 -3%
RP
13
Riverwater Partners
Wisconsin
$2.83M -$78.9K -3,915 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.7M +$39K +1,934 +2%
GF
15
Gabelli Funds
New York
$2.57M +$60.4K +3,000 +2%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.45M +$164K +8,119 +7%
WPC
17
White Pine Capital
Minnesota
$2.19M -$325K -16,125 -13%
Morgan Stanley
18
Morgan Stanley
New York
$1.78M +$225K +11,164 +15%
Axa
19
Axa
France
$1.62M -$136K -6,763 -8%
RG
20
Rathbones Group
United Kingdom
$1.53M
Goldman Sachs
21
Goldman Sachs
New York
$1.32M +$1.05M +52,333 +480%
QOP
22
Quinn Opportunity Partners
Virginia
$1.28M -$119K -5,903 -9%
SIC
23
SFE Investment Counsel
California
$1.25M
AI
24
Acuitas Investments
Washington
$1.24M +$6.39K +317 +0.5%
N
25
Nuveen
North Carolina
$1.21M

LMNR Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q2 2024, worth a combined $220M — up 7% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LMNR positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $3.96M. The largest seller was SG Capital Management, exiting entirely with an estimated $979K sold.

  • 94 institutional investors held Limoneira (LMNR) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $220M of Limoneira stock for Q2 2024, up 7% quarter-over-quarter.
  • 11 funds opened new Limoneira positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Limoneira buyer in Q2 2024 was Global Alpha Capital Management, an estimated $3.96M added.
  • The largest Limoneira seller in Q2 2024 was SG Capital Management, an estimated $979K sold.

Based on aggregated 13F filings for Q2 2024.