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Tejon Ranch

80 hedge funds and large institutions have $297M invested in Tejon Ranch in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 7780 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 77.72%77.23% (-0.5%)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

13% less capital invested

Capital invested by funds: $340M → $297M (-$43.2M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
24
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$52.7M +$1.36M +64,629 +2%
TAM
2
Third Avenue Management
New York
$43.4M -$624K -29,779 -1%
RA
3
Royce & Associates
New York
$32.9M -$125K -5,974 -0.3%
LCOV
4
London Company of Virginia
Virginia
$31M -$4.02M -191,737 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.2M +$337K +16,058 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.2M +$553K +26,354 +4%
MFP
7
Michael F. Price
$9.96M
GI
8
GAMCO Investors
Connecticut
$9.15M -$164K -7,828 -2%
BIT
9
BlackRock Institutional Trust
California
$8.31M +$112K +5,347 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$7.54M
BFA
11
BlackRock Fund Advisors
California
$6.86M +$267K +12,743 +4%
SRC
12
Shufro Rose & Co
New York
$6.72M -$235K -11,227 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.74M -$82.7K -3,945 -1%
JAM
14
Jupiter Asset Management
United Kingdom
$4.61M
State Street
15
State Street
Massachusetts
$4.32M +$130K +6,203 +3%
Northern Trust
16
Northern Trust
Illinois
$3.06M -$4.87K -232 -0.1%
RC
17
Reik & Co
New York
$2.91M +$410K +19,569 +14%
FRM
18
Foundation Resource Management
Arkansas
$2.77M -$105K -5,024 -3%
Bank of America
19
Bank of America
North Carolina
$2.68M -$960K -45,763 -24%
Norges Bank
20
Norges Bank
Norway
$2.64M
TA
21
Teton Advisors
New York
$2.49M +$75.6K +3,605 +3%
GF
22
Gabelli Funds
New York
$2.48M
Ameriprise
23
Ameriprise
Minnesota
$2.02M +$75.6K +3,605 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.72M +$63.7K +3,039 +3%
CS
25
Credit Suisse
Switzerland
$1.7M -$187K -8,926 -9%

TRC Hedge Fund Activity: Q4 2015 in Review

80 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q4 2015, worth a combined $297M — down 13% from $340M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TRC positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 25 trimmed.

The largest buyer was TowerView LLC, adding an estimated $1.36M. The largest seller was London Company of Virginia, cutting an estimated $4.02M.

  • 80 institutional investors held Tejon Ranch (TRC) as of Q4 2015, up from 77 in Q3 2015.
  • Funds reported $297M of Tejon Ranch stock for Q4 2015, down 13% quarter-over-quarter.
  • 9 funds opened new Tejon Ranch positions in Q4 2015 and 6 closed out, a net change of +3 holders.
  • The largest Tejon Ranch buyer in Q4 2015 was TowerView LLC, an estimated $1.36M added.
  • The largest Tejon Ranch seller in Q4 2015 was London Company of Virginia, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2015.