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Tejon Ranch

81 hedge funds and large institutions have $372M invested in Tejon Ranch in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 31 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

1% more funds holding

Funds holding: 8081 (+1)

1% more capital invested

Capital invested by funds: $370M → $372M (+$2.24M)

0.42% more ownership

Funds ownership: 77.7%78.12% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
24
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$68M
TAM
2
Third Avenue Management
New York
$54.7M
RA
3
Royce & Associates
New York
$37.9M -$2.81M -116,966 -7%
LCOV
4
London Company of Virginia
Virginia
$36.4M -$1.21M -50,213 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.5M +$10.9K +453 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16.8M +$491K +20,437 +3%
MFP
7
Michael F. Price
$12.6M
GI
8
GAMCO Investors
Connecticut
$10.7M -$218K -9,064 -2%
BIT
9
BlackRock Institutional Trust
California
$10.6M +$98.3K +4,094 +0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$9.58M
BFA
11
BlackRock Fund Advisors
California
$9.53M +$739K +30,777 +8%
SRC
12
Shufro Rose & Co
New York
$8.04M -$90.2K -3,759 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.38M -$62.9K -2,621 -0.8%
JAM
14
Jupiter Asset Management
United Kingdom
$5.72M -$145K -6,045 -2%
State Street
15
State Street
Massachusetts
$5.53M +$52K +2,168 +0.9%
Northern Trust
16
Northern Trust
Illinois
$4.19M +$42.8K +1,783 +1%
RC
17
Reik & Co
New York
$3.7M -$3.96K -165 -0.1%
Bank of America
18
Bank of America
North Carolina
$3.69M -$156K -6,508 -4%
FRM
19
Foundation Resource Management
Arkansas
$3.58M -$8.14K -339 -0.2%
TA
20
Teton Advisors
New York
$3.26M
Norges Bank
21
Norges Bank
Norway
$3.21M
GF
22
Gabelli Funds
New York
$3.16M
Ameriprise
23
Ameriprise
Minnesota
$2.41M -$341K -14,214 -12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.33M +$74.3K +3,095 +3%
CS
25
Credit Suisse
Switzerland
$2.22M -$5.45K -227 -0.2%

TRC Hedge Fund Activity: Q3 2016 in Review

81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q3 2016, worth a combined $372M — up 0.61% from $370M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TRC positions and 3 closed out — a net gain of 1 holder — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Levin Capital Strategies, adding an estimated $4.72M. The largest seller was Royce & Associates, cutting an estimated $2.81M.

  • 81 institutional investors held Tejon Ranch (TRC) as of Q3 2016, up from 80 in Q2 2016.
  • Funds reported $372M of Tejon Ranch stock for Q3 2016, up 0.61% quarter-over-quarter.
  • 4 funds opened new Tejon Ranch positions in Q3 2016 and 3 closed out, a net change of +1 holder.
  • The largest Tejon Ranch buyer in Q3 2016 was Levin Capital Strategies, an estimated $4.72M added.
  • The largest Tejon Ranch seller in Q3 2016 was Royce & Associates, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2016.