Mission Produce
AVO
93 hedge funds and large institutions have $239M invested in Mission Produce in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 13 closing their positions.
11,909% more call options, than puts
Call options by funds: $4.2M | Put options by funds: $35K
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
26% more capital invested
Capital invested by funds: $190M → $239M (+$49.1M)
3.67% more ownership
Funds ownership: 24.22% → 27.89% (+3.7%)
4% less funds holding
Funds holding: 97 → 93 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$12.1M |
| 2 |
BlackRock
New York
|
+$6.28M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$4.71M |
| 4 |
Bank of New York Mellon
New York
|
+$2.54M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$1.31M |
| 2 |
XSC
X-Square Capital
Guaynabo,
Puerto Rico
|
-$673K |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$495K |
| 4 |
CCM
Carmel Capital Management
Carmel,
California
|
-$461K |
| 5 |
Millennium Management
New York
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -812 | Closed |
|
|
MCM
102
Manchester Capital Management
Manchester,
Vermont
| – | -$2.1K | -189 | Closed |
|
|
AF
103
Allworth Financial
Folsom,
California
| – | -$967 | -87 | Closed |
|
|
PVH
104
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$1K | -60 | Closed |
|
105
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$59 | -5 | -22% |
|
AVO Hedge Fund Activity: Q2 2023 in Review
93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q2 2023, worth a combined $239M — up 26% from $190M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AVO and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 41 added.
The largest buyer was Nuance Investments, adding an estimated $12.1M. The largest seller was Stephens Investment Management Group, cutting an estimated $1.31M.
- 93 institutional investors held Mission Produce (AVO) as of Q2 2023, down from 97 in Q1 2023.
- Funds reported $239M of Mission Produce stock for Q2 2023, up 26% quarter-over-quarter.
- 10 funds opened new Mission Produce positions in Q2 2023 and 13 closed out, a net change of -3 holders.
- The largest Mission Produce buyer in Q2 2023 was Nuance Investments, an estimated $12.1M added.
- The largest Mission Produce seller in Q2 2023 was Stephens Investment Management Group, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2023.