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Tejon Ranch
TRC

Overview Fund Activity

116 hedge funds and large institutions have $263M invested in Tejon Ranch in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
36
Reduced
40
Closed
5
Calls
$685K
Puts
$125K
Net Calls
+$560K
Net Calls Change
+$562K

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$6.38M
2
State Street
2
State Street
Massachusetts
$8.95M
3
CP
3
CenterBook Partners
Connecticut
$1.06M
4
GI
4
GAMCO Investors
Connecticut
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.21K
2
SMP
2
Santa Monica Partners
Florida
$0
3
RA
3
Royce & Associates
New York
$4.99M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.7M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$2.21K 139 -530,395 -100%
HCA
102
Harbor Capital Advisors
Illinois
$2K 96 -2 -2%
GI
103
GAMMA Investing
California
$1.32K 83 +48 +137%
PA
104
Parallel Advisors
California
$1.07K 67 +6 +10%
CSWM
105
Cassady Schiller Wealth Management
Ohio
$636 40 +40 New
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$604 38 +21 +124%
SAM
107
Smartleaf Asset Management
Massachusetts
$522 33 -35 -51%
TWD
108
True Wealth Design
Ohio
$493 31 +31 New
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$445 28 – –
RIL
110
Rothschild Investment LLC
Illinois
$398 25 +20 +400%
LC
111
Lindbrook Capital
California
$207 13 -41 -76%
WT
112
Whittier Trust
California
$174 11 – –
NS
113
NBC Securities
Alabama
$36 2 -2,280 -100%
DF
114
Dunhill Financial
United Kingdom
$24 2 – –
GIA
115
GHP Investment Advisors
Colorado
$16 1 – –
EWA
116
EverSource Wealth Advisors
Alabama
$16 1 +1 New
SMP
117
Santa Monica Partners
Florida
– – -175,701 Closed
Mariner
118
Mariner
Kansas
– – -22,450 Closed
CPA
119
Capital Performance Advisors
California
– – -174 Closed
AW
120
Avion Wealth
Texas
– – -31 Closed
JIP
121
Jaffetilchin Investment Partners
Florida
– – -10 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5