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Mission Produce

105 hedge funds and large institutions have $262M invested in Mission Produce in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $6.55M | Put options by funds: $2.79M

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $211M → $262M (+$50.3M)

12% more funds holding

Funds holding: 94105 (+11)

1.25% less ownership

Funds ownership: 29.62%28.37% (-1.3%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
39
Closed
12
Calls
$6.55M
Puts
$2.79M
Net Calls
+$3.75M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
$47.2M -$6.92M -648,615 -14%
BlackRock
2
BlackRock
New York
$41.3M -$855K -80,148 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.6M +$318K +29,822 +1%
SAG
4
SageView Advisory Group
California
$23.8M +$604K +56,652 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.7M +$337K +31,555 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.6M +$2.82M +264,369 +33%
IAN
7
Integrated Advisors Network
Texas
$12.1M -$1.05M -98,040 -9%
State Street
8
State Street
Massachusetts
$12M +$499K +46,790 +5%
Charles Schwab
9
Charles Schwab
California
$8.22M +$371K +34,778 +5%
Ameriprise
10
Ameriprise
Minnesota
$8.15M +$483K +45,291 +7%
Northern Trust
11
Northern Trust
Illinois
$4.92M -$91.8K -8,606 -2%
Lido Advisors
12
Lido Advisors
California
$4.75M
Goldman Sachs
13
Goldman Sachs
New York
$3.36M +$299K +28,002 +11%
RJA
14
Raymond James & Associates
Florida
$3.23M +$13.6K +1,277 +0.5%
CIC
15
Cutler Investment Counsel
Oregon
$2.53M
Morgan Stanley
16
Morgan Stanley
New York
$2.42M -$2.82M -264,363 -56%
N
17
Nuveen
North Carolina
$2.02M +$42.3K +3,964 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.87M -$118K -11,066 -7%
WLC
19
Walnut Level Capital
Colorado
$1.37M +$1.23M +115,000 New
SCM
20
SG Capital Management
Illinois
$1.33M +$1.2M +112,097 New
Invesco
21
Invesco
Georgia
$1.16M +$236K +22,174 +29%
Mariner
22
Mariner
Kansas
$1.02M -$283K -26,530 -24%
Swiss National Bank
23
Swiss National Bank
Switzerland
$995K
CS
24
Credit Suisse
Switzerland
$967K +$13.5K +1,266 +2%
CCM
25
Carmel Capital Management
California
$958K -$132K -12,400 -13%

AVO Hedge Fund Activity: Q1 2024 in Review

105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mission Produce (AVO) for Q1 2024, worth a combined $262M — up 24% from $211M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AVO positions and 12 closed out — a net gain of 11 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.82M. The largest seller was Nuance Investments, cutting an estimated $6.92M.

  • 105 institutional investors held Mission Produce (AVO) as of Q1 2024, up from 94 in Q4 2023.
  • Funds reported $262M of Mission Produce stock for Q1 2024, up 24% quarter-over-quarter.
  • 23 funds opened new Mission Produce positions in Q1 2024 and 12 closed out, a net change of +11 holders.
  • The largest Mission Produce buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $2.82M added.
  • The largest Mission Produce seller in Q1 2024 was Nuance Investments, an estimated $6.92M sold.

Based on aggregated 13F filings for Q1 2024.