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Mission Produce

86 hedge funds and large institutions have $227M invested in Mission Produce in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,950% more call options, than puts

Call options by funds: $282K | Put options by funds: $4K

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

17% more capital invested

Capital invested by funds: $193M → $227M (+$33.6M)

0.87% more ownership

Funds ownership: 21.65%22.52% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 9186 (-5)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
37
Reduced
25
Closed
10
Calls
$282K
Puts
$4K
Net Calls
+$278K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.7M +$2.11M +157,776 +6%
NI
2
Nuance Investments
Missouri
$36.5M +$3.24M +242,812 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.3M +$483K +36,197 +2%
SIMG
4
Stephens Investment Management Group
Texas
$22M -$49.4K -3,702 -0.2%
IAN
5
Integrated Advisors Network
Texas
$17.4M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.6M +$698K +52,248 +8%
State Street
7
State Street
Massachusetts
$10.5M +$959K +71,831 +11%
CCM
8
Carmel Capital Management
California
$8.13M -$4.49M -336,437 -37%
Charles Schwab
9
Charles Schwab
California
$5.39M +$887K +66,455 +21%
Northern Trust
10
Northern Trust
Illinois
$5.02M +$433K +32,440 +10%
KCM
11
Kennedy Capital Management
Missouri
$4.48M +$394K +29,526 +10%
Morgan Stanley
12
Morgan Stanley
New York
$3.07M +$1.82M +136,282 +173%
CIC
13
Cutler Investment Counsel
Oregon
$3.04M
RJA
14
Raymond James & Associates
Florida
$2.35M -$99.3K -7,440 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.24M -$164K -12,297 -7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$1.97M +$380K +28,448 +26%
N
17
Nuveen
North Carolina
$1.94M +$13.4K +1,001 +0.7%
Goldman Sachs
18
Goldman Sachs
New York
$1.75M -$249K -18,616 -13%
IEFM
19
IQ EQ Fund Management
Ireland
$1.74M +$116K +8,722 +8%
Allianz Asset Management
20
Allianz Asset Management
Germany
$1.44M
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.42M +$887K +66,400 +199%
XSC
22
X-Square Capital
Puerto Rico
$1.3M -$17.4K -1,301 -1%
Invesco
23
Invesco
Georgia
$1.1M +$225K +16,820 +28%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$929K +$425K +31,822 +95%
APA
25
American Portfolios Advisors
New York
$926K

AVO Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q2 2022, worth a combined $227M — up 17% from $193M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AVO and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 37 added.

The largest buyer was Nuance Investments, adding an estimated $3.24M. The largest seller was Carmel Capital Management, cutting an estimated $4.49M.

  • 86 institutional investors held Mission Produce (AVO) as of Q2 2022, down from 91 in Q1 2022.
  • Funds reported $227M of Mission Produce stock for Q2 2022, up 17% quarter-over-quarter.
  • 8 funds opened new Mission Produce positions in Q2 2022 and 10 closed out, a net change of -2 holders.
  • The largest Mission Produce buyer in Q2 2022 was Nuance Investments, an estimated $3.24M added.
  • The largest Mission Produce seller in Q2 2022 was Carmel Capital Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2022.