Mission Produce
AVO
94 hedge funds and large institutions have $211M invested in Mission Produce in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 14 closing their positions.
582% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $435K
22% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 32
11% more capital invested
Capital invested by funds: $190M → $211M (+$21.3M)
1.88% more ownership
Funds ownership: 27.74% → 29.62% (+1.9%)
4% less funds holding
Funds holding: 98 → 94 (-4)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$3.64M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$3.05M |
| 3 |
Morgan Stanley
New York
|
+$2.88M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.84M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$2.69M |
| 2 |
Bank of New York Mellon
New York
|
-$2.14M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.15M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$855K |
| 5 |
CCM
Carmel Capital Management
Carmel,
California
|
-$662K |
AVO Hedge Fund Activity: Q4 2023 in Review
94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q4 2023, worth a combined $211M — up 11% from $190M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AVO and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 39 added.
The largest buyer was Focus Partners Advisor Solutions, opening a new position worth an estimated $3.64M. The largest seller was Stephens Investment Management Group, exiting entirely with an estimated $2.69M sold.
- 94 institutional investors held Mission Produce (AVO) as of Q4 2023, down from 98 in Q3 2023.
- Funds reported $211M of Mission Produce stock for Q4 2023, up 11% quarter-over-quarter.
- 10 funds opened new Mission Produce positions in Q4 2023 and 14 closed out, a net change of -4 holders.
- The largest Mission Produce buyer in Q4 2023 was Focus Partners Advisor Solutions, an estimated $3.64M added.
- The largest Mission Produce seller in Q4 2023 was Stephens Investment Management Group, an estimated $2.69M sold.
Based on aggregated 13F filings for Q4 2023.