We are live on ! Find out more
AVO icon

Mission Produce

93 hedge funds and large institutions have $239M invested in Mission Produce in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,909% more call options, than puts

Call options by funds: $4.2M | Put options by funds: $35K

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

26% more capital invested

Capital invested by funds: $190M → $239M (+$49.1M)

3.67% more ownership

Funds ownership: 24.22%27.89% (+3.7%)

4% less funds holding

Funds holding: 9793 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
41
Reduced
25
Closed
13
Calls
$4.2M
Puts
$35K
Net Calls
+$4.17M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
$53.4M +$12.1M +1,029,912 +31%
BlackRock
2
BlackRock
New York
$39.9M +$6.28M +533,364 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M +$346K +29,337 +1%
IAN
4
Integrated Advisors Network
Texas
$14.8M -$58.9K -5,000 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.4M +$1.34M +113,304 +14%
State Street
6
State Street
Massachusetts
$10.8M +$623K +52,909 +6%
Charles Schwab
7
Charles Schwab
California
$6.56M +$340K +28,880 +6%
SIMG
8
Stephens Investment Management Group
Texas
$5.97M -$1.31M -111,506 -18%
Northern Trust
9
Northern Trust
Illinois
$4.93M +$682K +57,884 +17%
Lido Advisors
10
Lido Advisors
California
$4.85M +$4.71M +400,000 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.52M +$2.54M +215,278 +136%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.4M +$1.21M +102,460 +39%
Goldman Sachs
13
Goldman Sachs
New York
$3.78M +$621K +52,683 +20%
Morgan Stanley
14
Morgan Stanley
New York
$3.41M +$261K +22,175 +9%
RJA
15
Raymond James & Associates
Florida
$3M +$1.14M +96,463 +64%
CCM
16
Carmel Capital Management
California
$2.67M -$461K -39,100 -15%
CIC
17
Cutler Investment Counsel
Oregon
$2.58M
KCM
18
Kennedy Capital Management
Missouri
$2.29M -$49K -4,157 -2%
N
19
Nuveen
North Carolina
$2.02M +$156K +13,269 +9%
Federated Hermes
20
Federated Hermes
Pennsylvania
$2.02M
Mariner
21
Mariner
Kansas
$1.52M +$589K +49,966 +66%
IEFM
22
IQ EQ Fund Management
Ireland
$1.3M -$134K -11,399 -10%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.11M
CS
24
Credit Suisse
Switzerland
$932K +$328K +27,821 +57%
MAM
25
Martingale Asset Management
Massachusetts
$928K +$275K +23,347 +44%

AVO Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q2 2023, worth a combined $239M — up 26% from $190M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AVO and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 41 added.

The largest buyer was Nuance Investments, adding an estimated $12.1M. The largest seller was Stephens Investment Management Group, cutting an estimated $1.31M.

  • 93 institutional investors held Mission Produce (AVO) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $239M of Mission Produce stock for Q2 2023, up 26% quarter-over-quarter.
  • 10 funds opened new Mission Produce positions in Q2 2023 and 13 closed out, a net change of -3 holders.
  • The largest Mission Produce buyer in Q2 2023 was Nuance Investments, an estimated $12.1M added.
  • The largest Mission Produce seller in Q2 2023 was Stephens Investment Management Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2023.