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Mission Produce

56 hedge funds and large institutions have $144M invested in Mission Produce in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

38% more capital invested

Capital invested by funds: $105M → $144M (+$39.4M)

0.71% more ownership

Funds ownership: 10.05%10.76% (+0.71%)

7% less funds holding

Funds holding: 6056 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.1M +$42K +2,188 +4%
Charles Schwab
27
Charles Schwab
California
$1.04M +$184K +9,602 +21%
LC
28
Lindbrook Capital
California
$983K +$346K +18,010 +53%
Morgan Stanley
29
Morgan Stanley
New York
$972K +$379K +19,755 +63%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$952K +$117K +6,099 +14%
APA
31
American Portfolios Advisors
New York
$760K
OWIM
32
Old West Investment Management
California
$750K +$758K +39,505 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$584K +$143K +7,435 +32%
LCM
34
Laurion Capital Management
New York
$570K
JP Morgan Chase
35
JP Morgan Chase
New York
$407K +$10.1K +529 +3%
Jane Street
36
Jane Street
New York
$363K +$366K +19,069 New
Ameriprise
37
Ameriprise
Minnesota
$357K -$14.1K -736 -4%
EHC
38
Everett Harris & Co
California
$314K +$317K +16,500 New
PA
39
Parallel Advisors
California
$254K -$8.63K -450 -3%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$209K
SMH
41
Sanders Morris Harris
Texas
$190K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$118K +$51.8K +2,700 +77%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$92K -$19K -989 -17%
UBS Group
44
UBS Group
Switzerland
$83K -$1.65M -86,188 -95%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$72K -$1.78K -93 -2%
TRCT
46
Tower Research Capital (TRC)
New York
$63K +$44.5K +2,320 +239%
SI
47
Stephens Inc
Arkansas
$53K -$32.6K -1,700 -38%
SO
48
STRS Ohio
Ohio
$34K
NG
49
NWK Group
California
$19K +$19.2K +1,000 New
AIP
50
Ameritas Investment Partners
Nebraska
$12K

AVO Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q1 2021, worth a combined $144M — up 38% from $105M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AVO and 10 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 25 added.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $10.6M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $8.93M sold.

  • 56 institutional investors held Mission Produce (AVO) as of Q1 2021, down from 60 in Q4 2020.
  • Funds reported $144M of Mission Produce stock for Q1 2021, up 38% quarter-over-quarter.
  • 10 funds opened new Mission Produce positions in Q1 2021 and 14 closed out, a net change of -4 holders.
  • The largest Mission Produce buyer in Q1 2021 was Fort Washington Investment Advisors, an estimated $10.6M added.
  • The largest Mission Produce seller in Q1 2021 was Hawk Ridge Capital Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2021.