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Limoneira

104 hedge funds and large institutions have $254M invested in Limoneira in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $305K | Put options by funds: $104K

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

0.86% less ownership

Funds ownership: 58.4%57.54% (-0.86%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 106104 (-2)

9% less capital invested

Capital invested by funds: $279M → $254M (-$24.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
38
Reduced
24
Closed
11
Calls
$305K
Puts
$104K
Net Calls
+$201K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$79.8M -$950K -35,522 -1%
BlackRock
2
BlackRock
New York
$28.8M +$186K +6,974 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.1M -$424K -15,861 -2%
FWSM
4
First Wilshire Securities Management
California
$12.9M -$4.44M -165,982 -24%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.8M +$302K +11,304 +2%
OWIM
6
Old West Investment Management
California
$10.6M -$979K -36,603 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.13M -$52.3K -1,957 -0.5%
State Street
8
State Street
Massachusetts
$7.75M +$121K +4,532 +1%
RP
9
Riverwater Partners
Wisconsin
$6.27M +$1.49M +55,736 +28%
GI
10
GAMCO Investors
Connecticut
$4.67M -$11.6K -432 -0.2%
Northern Trust
11
Northern Trust
Illinois
$3.8M +$254K +9,486 +6%
SM
12
Scoggin Management
New York
$3.36M +$1.82M +67,926 +98%
TA
13
Teton Advisors
New York
$3.3M -$246K -9,200 -6%
GF
14
Gabelli Funds
New York
$3M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.95M +$105K +3,932 +3%
WPC
16
White Pine Capital
Minnesota
$2.79M -$15.3K -573 -0.5%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67M -$233K -8,700 -7%
RSWM
18
Robertson Stephens Wealth Management
California
$2.49M +$1.6M +60,010 +145%
Axa
19
Axa
France
$1.86M -$23K -859 -1%
Morgan Stanley
20
Morgan Stanley
New York
$1.79M -$858K -32,101 -30%
RG
21
Rathbones Group
United Kingdom
$1.79M
Goldman Sachs
22
Goldman Sachs
New York
$1.64M +$510K +19,077 +40%
QOP
23
Quinn Opportunity Partners
Virginia
$1.62M +$118K +4,407 +7%
SIC
24
SFE Investment Counsel
California
$1.47M
N
25
Nuveen
North Carolina
$1.42M

LMNR Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q4 2024, worth a combined $254M — down 8.9% from $279M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LMNR and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 38 added.

The largest buyer was Scoggin Management, adding an estimated $1.82M. The largest seller was First Wilshire Securities Management, cutting an estimated $4.44M.

  • 104 institutional investors held Limoneira (LMNR) as of Q4 2024, down from 106 in Q3 2024.
  • Funds reported $254M of Limoneira stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 10 funds opened new Limoneira positions in Q4 2024 and 11 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q4 2024 was Scoggin Management, an estimated $1.82M added.
  • The largest Limoneira seller in Q4 2024 was First Wilshire Securities Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2024.