Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mission Produce Inc (AVO)

163 + Investors. Track Smart Money conviction in AVO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — AVO

Based on 167 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AVO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
167 hedge funds hold AVO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

125 buying87 selling
Last quarter: 125 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~49 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 20 → 45 → 49. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 20% medium 34% new
78 out of 167 hedge funds have held AVO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

18 → 28 → 20 → 45 → 49 new funds/Q
New funds entering each quarter: 28 → 20 → 45 → 49. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 50% veterans vs 37% newcomers

50% veterans 13% 1-2yr 37% new
Entry-cohort mix of 171 holders: 85 (50%) are 2+ year veterans, 22 entered 1–2 years ago, and 64 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
46 of 165 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in AVO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AVO

In 2026 Q2, 125 hedge funds were net buyers of AVO (49 opened a new position, 76 added to an existing one), while 87 reduced or exited (36 trimmed, 51 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 50% of total institutional value in AVO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 167.

Hedge Fund Ownership: AVO

How many hedge funds hold AVO — quarterly history vs. share price
Quarterly hedge fund ownership of AVO vs. share price

Market Analysis: AVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mission Produce Inc (AVO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVO has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 79d ago
AVO
+5.8%
XLP
+0.3%

AVO outperformed XLP by +5.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
AVO
-4.5%
XLP
-3.2%

Since the filing became public, AVO outperformed XLP by -1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: AVO
163 + Investors

Track Smart Money conviction in AVO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 163 169 -3.55%
13F Shares 41M 29M 44.33%
Total Value $486M $393M 23.59%
New Positions 49 45 +4
Increased Positions 73 51 +22
Closed Positions 53 31 +22
Reduced Positions 35 50 -15
Total Calls 3 7 -57.14%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.14 Neutral

Statistics: AVO

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Short % of Float --

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Institutional Holders (2026 Q2)

163 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AVO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourth Sail Capital LP 7.10% 3,976,272 $46.9M
2 Platform Wealth Management, LLC 4.51% 1,045,703 $12.3M
3 Slotnik Capital, LLC 1.28% 420,000 $5.0M
4 Nuance Investments, LLC 1.01% 501,087 $5.9M
5 VARCOV Co. 0.68% 151,794 $1.8M
6 Rubric Capital Management LP 0.65% 5,981,953 $70.5M
7 Teton Advisors, LLC 0.46% 67,355 $794K
8 Parvin Asset Management, LLC 0.44% 47,839 $564K
9 Integrated Advisors Network LLC 0.44% 813,100 $9.6M
10 Resolute Capital Asset Partners LLC 0.25% 50,000 $590K
11 Cutler Investment Counsel LLC 0.24% 211,750 $2.5M
12 EntryPoint Capital, LLC 0.19% 28,585 $282K
13 Heartland Advisors Inc 0.17% 329,279 $3.9M
14 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.13% 169,679 $2.0M
15 GABELLI & Co INVESTMENT ADVISERS, INC. 0.12% 72,691 $857K
16 Garden State Investment Advisory Services LLC 0.07% 34,835 $411K
17 Sanders Morris Harris LLC 0.07% 10,000 $118K
18 Dark Forest Capital Management LP 0.05% 71,427 $842K
19 National Philanthropic Trust 0.05% 318,175 $3.8M
20 RBF Capital, LLC 0.05% 104,410 $1.2M
21 Gamco Investors, INC. Et Al 0.05% 463,452 $5.5M
22 Ancora Advisors LLC 0.05% 213,190 $2.5M
23 Virtus Advisers, LLC 0.04% 8,979 $106K
24 Capital Advantage, Inc. 0.04% 26,384 $311K
25 Fft Wealth Management LLC 0.03% 18,330 $216K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mission Produce Inc (AVO)

What does the Smart Money Trend signal show for AVO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AVO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AVO?

Slight buying edge — 59% buying: Last quarter: 125 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVO holders?

Elite ownership — 50% AUM from top-100 funds: 46 of 165 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in AVO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVO?

47% of holders stayed for 2+ years: 78 out of 167 hedge funds have held AVO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Mission Produce Inc (AVO) following the 2026 Q2 hedge fund 13F filings?

As of today, AVO has moved -4.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.2% for the XLP sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), AVO has gained +5.8% vs +0.3% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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