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Tejon Ranch

84 hedge funds and large institutions have $432M invested in Tejon Ranch in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 76.85%77.2% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 8784 (-3)

13% less capital invested

Capital invested by funds: $494M → $432M (-$61.8M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
19
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$72.9M
TAM
2
Third Avenue Management
New York
$64.6M -$1.88M -66,767 -3%
LCOV
3
London Company of Virginia
Virginia
$56.8M -$3.1M -110,109 -5%
RA
4
Royce & Associates
New York
$41.8M +$2.72M +96,618 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.1M -$439K -15,604 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16.5M -$155K -5,519 -0.9%
MFP
7
Michael F. Price
$14.6M
GI
8
GAMCO Investors
Connecticut
$12.8M +$406K +14,420 +3%
BIT
9
BlackRock Institutional Trust
California
$12.2M -$24.6K -876 -0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.25M +$7.22M +256,543 +308%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$8.61M +$356K +12,640 +4%
BFA
12
BlackRock Fund Advisors
California
$8.04M -$447K -15,875 -5%
MAA
13
Managed Account Advisors
New Jersey
$7.66M -$559K -19,863 -7%
State Street
14
State Street
Massachusetts
$6.77M -$98.4K -3,499 -1%
HCM
15
Hodges Capital Management
Texas
$6.05M -$5.79K -206 -0.1%
JAM
16
Jupiter Asset Management
United Kingdom
$5.73M +$803K +28,531 +16%
Northern Trust
17
Northern Trust
Illinois
$4.73M -$235K -8,340 -5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$4.31M
CS
19
Credit Suisse
Switzerland
$4.12M -$1.48M -52,697 -26%
Norges Bank
20
Norges Bank
Norway
$3.97M -$4.1M -145,780 -50%
RC
21
Reik & Co
New York
$3.78M +$40.6K +1,442 +1%
SRC
22
Shufro Rose & Co
New York
$3.7M +$2.08M +73,851 +119%
TA
23
Teton Advisors
New York
$3.08M
GF
24
Gabelli Funds
New York
$2.64M
Ameriprise
25
Ameriprise
Minnesota
$2.51M -$191K -6,798 -7%

TRC Hedge Fund Activity: Q3 2014 in Review

84 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q3 2014, worth a combined $432M — down 13% from $494M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TRC and 10 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 19 added.

The largest buyer was Bank of New York Mellon, adding an estimated $7.22M. The largest seller was Norges Bank, cutting an estimated $4.1M.

  • 84 institutional investors held Tejon Ranch (TRC) as of Q3 2014, down from 87 in Q2 2014.
  • Funds reported $432M of Tejon Ranch stock for Q3 2014, down 13% quarter-over-quarter.
  • 10 funds opened new Tejon Ranch positions in Q3 2014 and 12 closed out, a net change of -2 holders.
  • The largest Tejon Ranch buyer in Q3 2014 was Bank of New York Mellon, an estimated $7.22M added.
  • The largest Tejon Ranch seller in Q3 2014 was Norges Bank, an estimated $4.1M sold.

Based on aggregated 13F filings for Q3 2014.