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Mission Produce

91 hedge funds and large institutions have $193M invested in Mission Produce in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $252K | Put options by funds: $8K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more funds holding

Funds holding: 8491 (+7)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

1.71% less ownership

Funds ownership: 23.36%21.65% (-1.7%)

25% less capital invested

Capital invested by funds: $259M → $193M (-$65.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
30
Reduced
33
Closed
13
Calls
$252K
Puts
$8K
Net Calls
+$244K
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.5M -$763K -57,233 -2%
NI
2
Nuance Investments
Missouri
$29.4M +$15.7M +1,179,281 +103%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.8M +$311K +23,340 +1%
SIMG
4
Stephens Investment Management Group
Texas
$19.5M +$1.32M +98,958 +7%
IAN
5
Integrated Advisors Network
Texas
$15.5M +$533 +40 +0%
CCM
6
Carmel Capital Management
California
$11.5M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.74M +$312K +23,433 +4%
State Street
8
State Street
Massachusetts
$8.42M +$243K +18,229 +3%
Northern Trust
9
Northern Trust
Illinois
$4.04M -$122K -9,165 -3%
Charles Schwab
10
Charles Schwab
California
$3.95M +$725K +54,374 +21%
KCM
11
Kennedy Capital Management
Missouri
$3.6M -$262K -19,651 -6%
CIC
12
Cutler Investment Counsel
Oregon
$2.7M -$18.8M -1,407,610 -87%
RJA
13
Raymond James & Associates
Florida
$2.18M +$1.3M +97,677 +131%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.14M +$46.9K +3,517 +2%
Goldman Sachs
15
Goldman Sachs
New York
$1.79M +$176K +13,236 +10%
N
16
Nuveen
North Carolina
$1.59M -$30.7K -2,306 -2%
IEFM
17
IQ EQ Fund Management
Ireland
$1.44M -$3.92M -294,233 -72%
Federated Hermes
18
Federated Hermes
Pennsylvania
$1.39M -$169K -12,661 -10%
Allianz Asset Management
19
Allianz Asset Management
Germany
$1.28M -$786K -58,978 -37%
XSC
20
X-Square Capital
Puerto Rico
$1.17M -$1.71K -128 -0.1%
LNC
21
Lincoln National Corp
Pennsylvania
$1.1M +$1.16M +87,000 New
Morgan Stanley
22
Morgan Stanley
New York
$1M -$127K -9,535 -11%
ECM
23
ExodusPoint Capital Management
New York
$976K +$220K +16,481 +27%
APA
24
American Portfolios Advisors
New York
$822K
Invesco
25
Invesco
Georgia
$763K +$644K +48,362 +403%

AVO Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q1 2022, worth a combined $193M — down 25% from $259M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVO positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Nuance Investments, adding an estimated $15.7M. The largest seller was Cutler Investment Counsel, cutting an estimated $18.8M.

  • 91 institutional investors held Mission Produce (AVO) as of Q1 2022, up from 84 in Q4 2021.
  • Funds reported $193M of Mission Produce stock for Q1 2022, down 25% quarter-over-quarter.
  • 20 funds opened new Mission Produce positions in Q1 2022 and 13 closed out, a net change of +7 holders.
  • The largest Mission Produce buyer in Q1 2022 was Nuance Investments, an estimated $15.7M added.
  • The largest Mission Produce seller in Q1 2022 was Cutler Investment Counsel, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2022.