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Tejon Ranch

93 hedge funds and large institutions have $251M invested in Tejon Ranch in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

4% more funds holding

Funds holding: 8993 (+4)

1.41% less ownership

Funds ownership: 69.57%68.16% (-1.4%)

13% less capital invested

Capital invested by funds: $290M → $251M (-$38.4M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
24
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1
TowerView LLC
New York
$52M
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.8M -$214K -13,958 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.3M +$782K +50,873 +3%
BlackRock
4
BlackRock
New York
$21.3M +$28.4K +1,846 +0.1%
RA
5
Royce & Associates
New York
$20.9M -$177K -11,500 -0.8%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.71M -$737K -48,001 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.33M
GI
8
GAMCO Investors
Connecticut
$7.12M +$136K +8,858 +2%
MFP
9
Michael F. Price
$6.4M
State Street
10
State Street
Massachusetts
$5.75M -$700K -45,549 -10%
AI
11
Ariel Investments
Illinois
$4.68M -$24.4K -1,586 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.62M -$122K -7,921 -2%
LCOV
13
London Company of Virginia
Virginia
$4.38M +$453K +29,486 +10%
Northern Trust
14
Northern Trust
Illinois
$3.97M +$279K +18,167 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.75M +$74.6K +4,855 +2%
JAM
16
Jupiter Asset Management
United Kingdom
$2.74M -$27.6K -1,794 -0.9%
SCM
17
Signia Capital Management
Washington
$2.55M -$687K -44,688 -20%
FRM
18
Foundation Resource Management
Arkansas
$2.32M +$49.5K +3,219 +2%
GF
19
Gabelli Funds
New York
$2.31M -$30.7K -2,000 -1%
TA
20
Teton Advisors
New York
$2.11M -$123K -8,000 -5%
Charles Schwab
21
Charles Schwab
California
$1.8M +$48.8K +3,177 +3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$1.74M -$100K -6,540 -5%
RC
23
Reik & Co
New York
$1.61M -$82.9K -5,395 -4%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$1.47M +$1.2M +78,375 +299%
LCS
25
Levin Capital Strategies
New York
$1.39M -$2.96K -193 -0.2%

TRC Hedge Fund Activity: Q1 2020 in Review

93 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tejon Ranch (TRC) for Q1 2020, worth a combined $251M — down 13% from $290M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TRC positions and 11 closed out — a net gain of 6 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was CIBC World Market, adding an estimated $1.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $951K sold.

  • 93 institutional investors held Tejon Ranch (TRC) as of Q1 2020, up from 89 in Q4 2019.
  • Funds reported $251M of Tejon Ranch stock for Q1 2020, down 13% quarter-over-quarter.
  • 17 funds opened new Tejon Ranch positions in Q1 2020 and 11 closed out, a net change of +6 holders.
  • The largest Tejon Ranch buyer in Q1 2020 was CIBC World Market, an estimated $1.2M added.
  • The largest Tejon Ranch seller in Q1 2020 was Arrowstreet Capital, an estimated $951K sold.

Based on aggregated 13F filings for Q1 2020.