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Mission Produce

97 hedge funds and large institutions have $190M invested in Mission Produce in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,307% more call options, than puts

Call options by funds: $337K | Put options by funds: $14K

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.24% more ownership

Funds ownership: 23.98%24.22% (+0.24%)

3% less capital invested

Capital invested by funds: $196M → $190M (-$6.15M)

6% less funds holding

Funds holding: 10397 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
33
Closed
15
Calls
$337K
Puts
$14K
Net Calls
+$323K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
$37.5M +$4.46M +381,762 +13%
BlackRock
2
BlackRock
New York
$30.7M +$171K +14,669 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.1M +$41.4K +3,550 +0.1%
IAN
4
Integrated Advisors Network
Texas
$13.6M
State Street
5
State Street
Massachusetts
$9.31M +$95.1K +8,144 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.21M +$344K +29,458 +4%
SIMG
7
Stephens Investment Management Group
Texas
$6.71M -$1.3M -111,758 -16%
Charles Schwab
8
Charles Schwab
California
$5.69M +$176K +15,077 +3%
Northern Trust
9
Northern Trust
Illinois
$3.88M -$63.2K -5,413 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.9M +$2.22M +190,101 +269%
CCM
11
Carmel Capital Management
California
$2.89M -$1.17M -100,400 -28%
Goldman Sachs
12
Goldman Sachs
New York
$2.88M +$73.3K +6,278 +2%
Morgan Stanley
13
Morgan Stanley
New York
$2.88M +$434K +37,145 +17%
CIC
14
Cutler Investment Counsel
Oregon
$2.36M -$155K -13,283 -6%
KCM
15
Kennedy Capital Management
Missouri
$2.15M -$1.3M -111,565 -37%
Federated Hermes
16
Federated Hermes
Pennsylvania
$1.85M -$206K -17,664 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.75M -$68.6K -5,879 -4%
N
18
Nuveen
North Carolina
$1.71M -$99.2K -8,502 -5%
RJA
19
Raymond James & Associates
Florida
$1.68M +$46K +3,945 +3%
IEFM
20
IQ EQ Fund Management
Ireland
$1.32M +$485K +41,533 +54%
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.02M -$126K -10,800 -11%
XSC
22
X-Square Capital
Puerto Rico
$944K -$71.2K -6,096 -7%
Invesco
23
Invesco
Georgia
$844K -$207K -17,745 -19%
Mariner
24
Mariner
Kansas
$837K +$15.8K +1,350 +2%
Allianz Asset Management
25
Allianz Asset Management
Germany
$824K

AVO Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q1 2023, worth a combined $190M — down 3.1% from $196M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AVO and 9 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 36 added.

The largest buyer was Nuance Investments, adding an estimated $4.46M. The largest seller was Stephens Investment Management Group, cutting an estimated $1.3M.

  • 97 institutional investors held Mission Produce (AVO) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $190M of Mission Produce stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 9 funds opened new Mission Produce positions in Q1 2023 and 15 closed out, a net change of -6 holders.
  • The largest Mission Produce buyer in Q1 2023 was Nuance Investments, an estimated $4.46M added.
  • The largest Mission Produce seller in Q1 2023 was Stephens Investment Management Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2023.