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Tejon Ranch

93 hedge funds and large institutions have $414M invested in Tejon Ranch in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.39% less ownership

Funds ownership: 74.89%73.51% (-1.4%)

5% less funds holding

Funds holding: 9893 (-5)

12% less capital invested

Capital invested by funds: $472M → $414M (-$58M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$79.7M
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.5M +$5.94M +260,660 +10%
RA
3
Royce & Associates
New York
$35.5M -$1.05M -46,000 -3%
BlackRock
4
BlackRock
New York
$31.5M +$56.4K +2,476 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M +$1.68M +73,686 +6%
TAM
6
Third Avenue Management
New York
$27.8M -$13M -568,463 -31%
GI
7
GAMCO Investors
Connecticut
$13.9M +$426K +18,700 +3%
AI
8
Ariel Investments
Illinois
$12.3M +$773K +33,891 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$11.3M
MFP
10
Michael F. Price
$9.88M
LCOV
11
London Company of Virginia
Virginia
$9.18M -$2M -87,558 -17%
State Street
12
State Street
Massachusetts
$8.78M +$895K +39,274 +11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.3M -$35.6K -1,563 -0.5%
Northern Trust
14
Northern Trust
Illinois
$6.64M +$613K +26,889 +10%
SRC
15
Shufro Rose & Co
New York
$5.64M -$79.7K -3,495 -1%
LCS
16
Levin Capital Strategies
New York
$4.56M -$1.55M -68,130 -24%
JAM
17
Jupiter Asset Management
United Kingdom
$4.27M -$361K -15,834 -7%
GF
18
Gabelli Funds
New York
$4.13M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.82M +$180K +7,898 +5%
TA
20
Teton Advisors
New York
$3.73M
FRM
21
Foundation Resource Management
Arkansas
$3.38M -$15.2K -667 -0.4%
RC
22
Reik & Co
New York
$3.31M
Charles Schwab
23
Charles Schwab
California
$2.41M +$373K +16,370 +17%
MSAM
24
Moloney Securities Asset Management
Missouri
$2.24M -$104K -4,550 -4%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.97M +$2.07M +90,900 New

TRC Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q3 2018, worth a combined $414M — down 12% from $472M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TRC and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Vanguard Group, adding an estimated $5.94M. The largest seller was Third Avenue Management, cutting an estimated $13M.

  • 93 institutional investors held Tejon Ranch (TRC) as of Q3 2018, down from 98 in Q2 2018.
  • Funds reported $414M of Tejon Ranch stock for Q3 2018, down 12% quarter-over-quarter.
  • 8 funds opened new Tejon Ranch positions in Q3 2018 and 13 closed out, a net change of -5 holders.
  • The largest Tejon Ranch buyer in Q3 2018 was Vanguard Group, an estimated $5.94M added.
  • The largest Tejon Ranch seller in Q3 2018 was Third Avenue Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2018.