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Limoneira

106 hedge funds and large institutions have $279M invested in Limoneira in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $371K

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $220M → $279M (+$59.2M)

13% more funds holding

Funds holding: 94106 (+12)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.31% less ownership

Funds ownership: 58.71%58.4% (-0.31%)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
32
Reduced
24
Closed
7
Calls
$2.23M
Puts
$371K
Net Calls
+$1.86M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$87.4M +$2.2M +96,054 +3%
BlackRock
2
BlackRock
New York
$31.1M +$652K +28,425 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.5M +$468K +20,371 +2%
FWSM
4
First Wilshire Securities Management
California
$18.4M -$54.3K -2,366 -0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.5M -$332K -14,454 -3%
OWIM
6
Old West Investment Management
California
$12.5M -$6.34M -276,116 -37%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.94M -$192K -8,353 -2%
State Street
8
State Street
Massachusetts
$8.25M +$253K +11,003 +4%
RP
9
Riverwater Partners
Wisconsin
$5.25M +$1.48M +64,392 +47%
GI
10
GAMCO Investors
Connecticut
$5.07M
Northern Trust
11
Northern Trust
Illinois
$3.87M -$86.1K -3,751 -3%
TA
12
Teton Advisors
New York
$3.82M -$151K -6,600 -4%
GF
13
Gabelli Funds
New York
$3.25M -$11.5K -500 -0.4%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.12M +$2.29K +100 +0.1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.09M -$302K -13,138 -10%
WPC
16
White Pine Capital
Minnesota
$3.04M +$218K +9,513 +9%
Morgan Stanley
17
Morgan Stanley
New York
$2.8M +$460K +20,054 +23%
SSA
18
Schonfeld Strategic Advisors
New York
$2.7M +$1.76M +76,819 +306%
Axa
19
Axa
France
$2.04M -$25K -1,089 -1%
RG
20
Rathbones Group
United Kingdom
$1.94M
SM
21
Scoggin Management
New York
$1.84M +$1.6M +69,574 New
QOP
22
Quinn Opportunity Partners
Virginia
$1.63M
SIC
23
SFE Investment Counsel
California
$1.59M
N
24
Nuveen
North Carolina
$1.54M
Goldman Sachs
25
Goldman Sachs
New York
$1.27M -$350K -15,265 -24%

LMNR Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q3 2024, worth a combined $279M — up 27% from $220M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LMNR positions and 7 closed out — a net gain of 12 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Global Alpha Capital Management, adding an estimated $2.2M. The largest seller was Old West Investment Management, cutting an estimated $6.34M.

  • 106 institutional investors held Limoneira (LMNR) as of Q3 2024, up from 94 in Q2 2024.
  • Funds reported $279M of Limoneira stock for Q3 2024, up 27% quarter-over-quarter.
  • 19 funds opened new Limoneira positions in Q3 2024 and 7 closed out, a net change of +12 holders.
  • The largest Limoneira buyer in Q3 2024 was Global Alpha Capital Management, an estimated $2.2M added.
  • The largest Limoneira seller in Q3 2024 was Old West Investment Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q3 2024.