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Tejon Ranch

90 hedge funds and large institutions have $313M invested in Tejon Ranch in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

2% more capital invested

Capital invested by funds: $307M → $313M (+$5.34M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.42% less ownership

Funds ownership: 71.43%71.01% (-0.42%)

2% less funds holding

Funds holding: 9290 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
29
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$62.7M
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.6M +$3.23M +185,063 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.8M -$49.7K -2,851 -0.2%
BlackRock
4
BlackRock
New York
$25.7M +$324K +18,609 +1%
RA
5
Royce & Associates
New York
$25.5M -$43.6K -2,500 -0.2%
TAM
6
Third Avenue Management
New York
$11.6M -$5.21M -298,968 -30%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$8.85M
GI
8
GAMCO Investors
Connecticut
$8.62M +$10.9K +623 +0.1%
Renaissance Technologies
9
Renaissance Technologies
New York
$8.38M +$1.04M +59,700 +14%
MFP
10
Michael F. Price
$7.72M
State Street
11
State Street
Massachusetts
$7.17M +$140K +8,057 +2%
AI
12
Ariel Investments
Illinois
$5.87M -$1.86M -106,919 -24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.7M -$24.9K -1,426 -0.4%
LCOV
14
London Company of Virginia
Virginia
$5.62M +$47.8K +2,741 +0.8%
Northern Trust
15
Northern Trust
Illinois
$4.46M -$84.8K -4,868 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.21M -$466K -26,745 -10%
LCS
17
Levin Capital Strategies
New York
$3.58M -$1.94K -111 -0.1%
JAM
18
Jupiter Asset Management
United Kingdom
$3.34M
GF
19
Gabelli Funds
New York
$3.02M -$52.3K -3,000 -2%
TA
20
Teton Advisors
New York
$2.78M -$192K -11,000 -6%
SCM
21
Signia Capital Management
Washington
$2.64M +$422K +24,229 +18%
FRM
22
Foundation Resource Management
Arkansas
$2.58M -$8.8K -505 -0.3%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$2.19M +$659K +37,830 +42%
RC
24
Reik & Co
New York
$2.13M -$4.88K -280 -0.2%
Charles Schwab
25
Charles Schwab
California
$2.1M +$4.17K +239 +0.2%

TRC Hedge Fund Activity: Q3 2019 in Review

90 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q3 2019, worth a combined $313M — up 1.7% from $307M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TRC and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $3.23M. The largest seller was Third Avenue Management, cutting an estimated $5.21M.

  • 90 institutional investors held Tejon Ranch (TRC) as of Q3 2019, down from 92 in Q2 2019.
  • Funds reported $313M of Tejon Ranch stock for Q3 2019, up 1.7% quarter-over-quarter.
  • 9 funds opened new Tejon Ranch positions in Q3 2019 and 11 closed out, a net change of -2 holders.
  • The largest Tejon Ranch buyer in Q3 2019 was Vanguard Group, an estimated $3.23M added.
  • The largest Tejon Ranch seller in Q3 2019 was Third Avenue Management, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2019.