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Mission Produce

95 hedge funds and large institutions have $231M invested in Mission Produce in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,700% more call options, than puts

Call options by funds: $240K | Put options by funds: $5K

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

10% more funds holding

Funds holding: 8695 (+9)

2% more capital invested

Capital invested by funds: $227M → $231M (+$3.67M)

0.07% more ownership

Funds ownership: 22.52%22.58% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
33
Reduced
34
Closed
3
Calls
$240K
Puts
$5K
Net Calls
+$235K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.3M +$1.11M +72,563 +3%
NI
2
Nuance Investments
Missouri
$36.1M -$975K -63,975 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.1M +$5.61M +368,338 +19%
IAN
4
Integrated Advisors Network
Texas
$17.7M
SIMG
5
Stephens Investment Management Group
Texas
$17.1M -$5.44M -356,723 -23%
State Street
6
State Street
Massachusetts
$11.4M +$754K +49,482 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.2M +$439K +28,779 +4%
CCM
8
Carmel Capital Management
California
$6.62M -$1.71M -112,400 -20%
Charles Schwab
9
Charles Schwab
California
$6.49M +$1.07M +70,517 +19%
Northern Trust
10
Northern Trust
Illinois
$5.01M -$87.6K -5,748 -2%
KCM
11
Kennedy Capital Management
Missouri
$4.31M -$241K -15,842 -5%
CIC
12
Cutler Investment Counsel
Oregon
$3.1M +$15.2K +1,000 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$2.78M -$347K -22,749 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.58M +$326K +21,372 +14%
Federated Hermes
15
Federated Hermes
Pennsylvania
$2.4M +$416K +27,289 +20%
RJA
16
Raymond James & Associates
Florida
$2.29M -$97.2K -6,379 -4%
Goldman Sachs
17
Goldman Sachs
New York
$2.02M +$254K +16,671 +14%
N
18
Nuveen
North Carolina
$1.91M -$63.3K -4,154 -3%
Swiss National Bank
19
Swiss National Bank
Switzerland
$1.44M
XSC
20
X-Square Capital
Puerto Rico
$1.32M
IEFM
21
IQ EQ Fund Management
Ireland
$1.09M -$710K -46,620 -38%
Invesco
22
Invesco
Georgia
$1.07M -$43.6K -2,864 -4%
Allianz Asset Management
23
Allianz Asset Management
Germany
$1.07M -$410K -26,938 -27%
APA
24
American Portfolios Advisors
New York
$940K
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$909K -$35.5K -2,329 -4%

AVO Hedge Fund Activity: Q3 2022 in Review

95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q3 2022, worth a combined $231M — up 1.6% from $227M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AVO positions and 3 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.61M. The largest seller was Stephens Investment Management Group, cutting an estimated $5.44M.

  • 95 institutional investors held Mission Produce (AVO) as of Q3 2022, up from 86 in Q2 2022.
  • Funds reported $231M of Mission Produce stock for Q3 2022, up 1.6% quarter-over-quarter.
  • 12 funds opened new Mission Produce positions in Q3 2022 and 3 closed out, a net change of +9 holders.
  • The largest Mission Produce buyer in Q3 2022 was Vanguard Group, an estimated $5.61M added.
  • The largest Mission Produce seller in Q3 2022 was Stephens Investment Management Group, an estimated $5.44M sold.

Based on aggregated 13F filings for Q3 2022.