Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAVO GROWERS INC (CVGW)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — CVGW

Based on 148 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CVGW 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 (96% of max)

96% of all-time peak
148 hedge funds hold CVGW 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CVGW is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

78 buying90 selling
Last quarter: 90 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 35 → 24 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 21% medium 13% new
98 out of 148 hedge funds have held CVGW 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.
📊

Peak discovery — momentum slowing

28 → 28 → 35 → 24 → 27 new funds/Q
New funds entering each quarter: 28 → 35 → 24 → 27. CVGW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 78% of holders stayed 2+ years

78% veterans 5% 1-2yr 17% new
Of 151 current holders: 118 (78%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
32 of 148 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: CVGW

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

Market Analysis: CVGW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVGW

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: CVGW
2026 Q1 Stats Unlock in 21 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 159 -5.03%
13F Shares 12M 13M -6.55%
Total Value $265M $335M -21.0%
New Positions 27 24 +3
Increased Positions 56 60 -4
Closed Positions 34 24 +10
Reduced Positions 61 60 +1
Total Calls 1 3 -66.67%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: CVGW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

151 + investors

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

Top 22 institutional holders of CVGW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FNY Investment Advisers, LLC 0.11% 10,010
2 Byrne Asset Management LLC 0.10% 6,385 $165K
3 Capital Advantage, Inc. 0.08% 22,691 $585K
4 Canvas Wealth Advisors, LLC 0.06% 13,852 $357K
5 Fruth Investment Management 0.06% 9,200
6 JACKSON SQUARE CAPITAL, LLC 0.05% 10,000 $258K
7 Inspire Investing, LLC 0.04% 19,855 $512K
8 Inscription Capital, LLC 0.02% 8,204 $212K
9 TCI Wealth Advisors, Inc. 0.01% 10,444 $269K
10 PINNACLE ASSOCIATES LTD 0.01% 22,540 $581K
11 Versant Capital Management, Inc 0.00% 941 $24K
12 Leonteq Securities AG 0.00% 1,210 $31K
13 GAMMA Investing LLC 0.00% 445 $11K
14 State of Alaska, Department of Revenue 0.00% 698
15 Farther Finance Advisors, LLC 0.00% 630 $16K
16 True Wealth Design, LLC 0.00% 19
17 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 1,520
18 Sterling Capital Management LLC 0.00% 149 $4K
19 IFP Advisors, Inc 0.00% 120 $3K
20 SIGNATUREFD, LLC 0.00% 98 $3K
21 Root Financial Partners, LLC 0.00% 26
22 SJS Investment Consulting Inc. 0.00% 3
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 — CALAVO GROWERS INC (CVGW)

What does the Smart Money Trend signal show for CVGW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CVGW 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 CVGW?

More sellers than buyers — 46% buying: Last quarter: 90 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CVGW holders?

Strong quality — 37% AUM from major funds: 32 of 148 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CVGW?

66% of holders stayed for 2+ years: 98 out of 148 hedge funds have held CVGW 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.

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.