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Tejon Ranch

99 hedge funds and large institutions have $297M invested in Tejon Ranch in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $275M → $297M (+$22.8M)

0.32% more ownership

Funds ownership: 60.79%61.11% (+0.32%)

0% more funds holding

Funds holding: 9999 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

16% less call options, than puts

Call options by funds: $46K | Put options by funds: $55K

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
32
Reduced
35
Closed
3
Calls
$46K
Puts
$55K
Net Calls
-$9K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$69.6K
AB
77
Amalgamated Bank
New York
$39K -$9.26K -482 -18%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$38.5K
AIP
79
Ameritas Investment Partners
Nebraska
$28.7K
Lazard Asset Management
80
Lazard Asset Management
New York
$28K
Canada Life
81
Canada Life
Manitoba, Canada
$23K
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$18.2K -$6.51K -339 -25%
SPIA
83
Steward Partners Investment Advisory
New York
$14.1K
TRCT
84
Tower Research Capital (TRC)
New York
$12K -$9.89K -515 -43%
Bessemer Group
85
Bessemer Group
New Jersey
$11K
BBHC
86
Brown Brothers Harriman & Co
New York
$11K
Citigroup
87
Citigroup
New York
$10.2K -$2.71K -141 -20%
SOW
88
State of Wyoming
Wyoming
$9.57K -$845 -44 -8%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$8K
TWA
90
TCI Wealth Advisors
Arizona
$7.53K
EI
91
Ellevest Inc
New York
$3.67K +$3.28K +171 +570%
US Bancorp
92
US Bancorp
Minnesota
$3.65K -$12.9K -674 -77%
S
93
SignatureFD
Georgia
$3.45K
Osaic Holdings
94
Osaic Holdings
Arizona
$3.03K -$2.79K -145 -47%
IA
95
IFP Advisors
Florida
$1.29K -$9.87K -514 -91%
BIA
96
Bell Investment Advisors
California
$640
Russell Investments Group
97
Russell Investments Group
United Kingdom
$457 +$480 +25 New
WT
98
Whittier Trust
California
$200
GIA
99
GHP Investment Advisors
Colorado
$19
Brown Advisory
100
Brown Advisory
Maryland
-$565K -30,000 Closed

TRC Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q1 2023, worth a combined $297M — up 8.3% from $275M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TRC positions and 3 closed out — a net gain of 1 holder — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $2.78M. The largest seller was BlackRock, cutting an estimated $1.02M.

  • 99 institutional investors held Tejon Ranch (TRC) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $297M of Tejon Ranch stock for Q1 2023, up 8.3% quarter-over-quarter.
  • 4 funds opened new Tejon Ranch positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest Tejon Ranch buyer in Q1 2023 was Horizon Kinetics Asset Management, an estimated $2.78M added.
  • The largest Tejon Ranch seller in Q1 2023 was BlackRock, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2023.