Mission Produce
AVO
97 hedge funds and large institutions have $190M invested in Mission Produce in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 15 closing their positions.
2,307% more call options, than puts
Call options by funds: $337K | Put options by funds: $14K
9% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 33
0.24% more ownership
Funds ownership: 23.98% → 24.22% (+0.24%)
3% less capital invested
Capital invested by funds: $196M → $190M (-$6.15M)
6% less funds holding
Funds holding: 103 → 97 (-6)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$4.46M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.22M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$520K |
| 4 |
IEFM
IQ EQ Fund Management
Dublin 2,
Ireland
|
+$485K |
| 5 |
Morgan Stanley
New York
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$1.3M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.3M |
| 3 |
CCM
Carmel Capital Management
Carmel,
California
|
-$1.17M |
| 4 |
Millennium Management
New York
|
-$523K |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$521K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
101
CAAS Capital Management
New York
| – | -$116K | -10,013 | Closed |
|
|
ACM
102
Aquatic Capital Management
Chicago,
Illinois
| – | -$71K | -6,100 | Closed |
|
|
LC
103
Lindbrook Capital
Calabasas,
California
| – | -$56.9K | -4,900 | Closed |
|
|
QT
104
Quantbot Technologies
New York
| – | -$34.4K | -2,961 | Closed |
|
|
TWA
105
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3.79K | -326 | Closed |
|
106
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -248 | Closed |
|
|
IA
107
IFP Advisors
Tampa,
Florida
| – | -$1K | -45 | Closed |
|
|
PA
108
Parallel Advisors
San Francisco,
California
| – | -$418 | -36 | Closed |
|
|
NA
109
NewEdge Advisors
New Orleans,
Louisiana
| – | -$337 | -29 | Closed |
|
110
US Bancorp
Minneapolis,
Minnesota
| – | -$151 | -13 | Closed |
|
111
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$268 | +23 | New |
|
AVO Hedge Fund Activity: Q1 2023 in Review
97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q1 2023, worth a combined $190M — down 3.1% from $196M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AVO and 9 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 36 added.
The largest buyer was Nuance Investments, adding an estimated $4.46M. The largest seller was Stephens Investment Management Group, cutting an estimated $1.3M.
- 97 institutional investors held Mission Produce (AVO) as of Q1 2023, down from 103 in Q4 2022.
- Funds reported $190M of Mission Produce stock for Q1 2023, down 3.1% quarter-over-quarter.
- 9 funds opened new Mission Produce positions in Q1 2023 and 15 closed out, a net change of -6 holders.
- The largest Mission Produce buyer in Q1 2023 was Nuance Investments, an estimated $4.46M added.
- The largest Mission Produce seller in Q1 2023 was Stephens Investment Management Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2023.