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Tejon Ranch

88 hedge funds and large institutions have $454M invested in Tejon Ranch in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $870K | Put options by funds: $382K

8% more capital invested

Capital invested by funds: $420M → $454M (+$34.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.15% less ownership

Funds ownership: 77.56%75.41% (-2.2%)

4% less funds holding

Funds holding: 9288 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

57% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 58

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
25
Reduced
58
Closed
9
Calls
$870K
Puts
$382K
Net Calls
+$488K
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$80.2M -$2.52M -83,018 -3%
LCOV
2
London Company of Virginia
Virginia
$79.1M -$6.7M -220,531 -8%
TAM
3
Third Avenue Management
New York
$74.4M -$6.04M -198,937 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.7M +$9.45K +311 +0%
RA
5
Royce & Associates
New York
$20.9M +$2.3M +75,758 +12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$18.5M -$563K -18,534 -3%
MFP
7
Michael F. Price
$16M -$566K -18,621 -3%
BIT
8
BlackRock Institutional Trust
California
$15M -$22.3K -733 -0.1%
FCAM
9
F&C Asset Management
United Kingdom
$13M +$273K +8,996 +2%
GI
10
GAMCO Investors
Connecticut
$11M +$494K +16,257 +5%
BFA
11
BlackRock Fund Advisors
California
$11M +$1.06M +34,758 +10%
MAA
12
Managed Account Advisors
New Jersey
$9.2M +$1.19M +39,171 +15%
State Street
13
State Street
Massachusetts
$7.59M -$76.5K -2,518 -1%
Northern Trust
14
Northern Trust
Illinois
$6.73M -$113K -3,705 -2%
CS
15
Credit Suisse
Switzerland
$5.54M -$214K -7,029 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$4.63M -$146K -4,790 -3%
Norges Bank
17
Norges Bank
Norway
$4.37M -$137K -4,519 -3%
RC
18
Reik & Co
New York
$3.9M -$123K -4,038 -3%
TA
19
Teton Advisors
New York
$3.2M -$68.3K -2,249 -2%
Ameriprise
20
Ameriprise
Minnesota
$3.04M -$573K -18,867 -16%
SRC
21
Shufro Rose & Co
New York
$2.8M -$879K -28,920 -24%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.65M -$942 -31 -0%
GIP
23
Granite Investment Partners
California
$2.47M -$77.6K -2,554 -3%
GF
24
Gabelli Funds
New York
$2.32M -$72.8K -2,397 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.89M +$1.98K +65 +0.1%

TRC Hedge Fund Activity: Q3 2013 in Review

88 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q3 2013, worth a combined $454M — up 8.3% from $420M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TRC and 5 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 25 added.

The largest buyer was Royce & Associates, adding an estimated $2.3M. The largest seller was London Company of Virginia, cutting an estimated $6.7M.

  • 88 institutional investors held Tejon Ranch (TRC) as of Q3 2013, down from 92 in Q2 2013.
  • Funds reported $454M of Tejon Ranch stock for Q3 2013, up 8.3% quarter-over-quarter.
  • 5 funds opened new Tejon Ranch positions in Q3 2013 and 9 closed out, a net change of -4 holders.
  • The largest Tejon Ranch buyer in Q3 2013 was Royce & Associates, an estimated $2.3M added.
  • The largest Tejon Ranch seller in Q3 2013 was London Company of Virginia, an estimated $6.7M sold.

Based on aggregated 13F filings for Q3 2013.