Mission Produce
AVO
98 hedge funds and large institutions have $190M invested in Mission Produce in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 12 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 27
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
32% more call options, than puts
Call options by funds: $396K | Put options by funds: $299K
5% more funds holding
Funds holding: 93 → 98 (+5)
0.15% less ownership
Funds ownership: 27.89% → 27.74% (-0.15%)
21% less capital invested
Capital invested by funds: $239M → $190M (-$49.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.57M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.35M |
| 3 |
BlackRock
New York
|
+$978K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$602K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.29M |
| 2 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$2.28M |
| 3 |
Morgan Stanley
New York
|
-$1.31M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$1.15M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$652K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Allianz Asset Management
Munich,
Germany
| – | -$582K | -48,000 | Closed |
|
|
PTC
102
Petrus Trust Company
Dallas,
Texas
| – | -$221K | -18,247 | Closed |
|
|
ECM
103
ExodusPoint Capital Management
New York
| – | -$204K | -16,824 | Closed |
|
|
PI
104
PEAK6 Investments
Chicago,
Illinois
| – | -$161K | -13,320 | Closed |
|
|
SMH
105
Sanders Morris Harris
Houston,
Texas
| – | -$121K | -10,000 | Closed |
|
|
ACM
106
Aquatic Capital Management
Chicago,
Illinois
| – | -$21K | -1,700 | Closed |
|
|
PFPT
107
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$1.04K | -86 | Closed |
|
|
CCA
108
Column Capital Advisors
Indianapolis,
Indiana
| – | -$485 | -40 | Closed |
|
|
FFA
109
Farther Finance Advisors
San Francisco,
California
| – | -$267 | -22 | Closed |
|
|
C
110
Covestor
London,
United Kingdom
| – | -$11 | -1 | -14% |
|
AVO Hedge Fund Activity: Q3 2023 in Review
98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q3 2023, worth a combined $190M — down 21% from $239M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AVO positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 27 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $3.57M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $2.29M sold.
- 98 institutional investors held Mission Produce (AVO) as of Q3 2023, up from 93 in Q2 2023.
- Funds reported $190M of Mission Produce stock for Q3 2023, down 21% quarter-over-quarter.
- 17 funds opened new Mission Produce positions in Q3 2023 and 12 closed out, a net change of +5 holders.
- The largest Mission Produce buyer in Q3 2023 was Ameriprise, an estimated $3.57M added.
- The largest Mission Produce seller in Q3 2023 was Kennedy Capital Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q3 2023.