Calavo Growers Ownership | Who Owns Calavo Growers?
Calavo Growers Ownership Summary
Calavo Growers is owned by 72.27% institutional investors, 6.15% insiders, and 21.59% retail investors. Blackrock is the largest institutional shareholder, holding 15.15% of CVGW shares. Nuance Mid Cap Value Separate Account is the top mutual fund, with 6.19% of its assets in Calavo Growers shares.
CVGW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Calavo Growers | 72.27% | 6.15% | 21.59% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Food Distribution Stocks | 68.43% | 15.38% | 16.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.70M | 15.15% | $61.22M |
| Vanguard group | 1.38M | 7.73% | $31.24M |
| Nuance investments | 1.31M | 7.35% | $29.69M |
| Dimensional fund advisors lp | 718.91K | 4.04% | $16.32M |
| State street | 653.26K | 3.67% | $14.83M |
| Geode capital management | 403.00K | 2.26% | $9.15M |
| Deprince race & zollo | 356.32K | 2.00% | $8.09M |
| Charles schwab investment management | 310.96K | 1.75% | $7.06M |
| Russell investments group | 306.67K | 1.72% | $6.96M |
| Kennedy capital management | 265.99K | 1.49% | $6.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Crown advisors management | 120.00K | 1.75% | $2.72M |
| Nuance investments | 1.31M | 0.91% | $29.69M |
| Penn mutual asset management | 15.00K | 0.72% | $340.50K |
| Teton advisors | 52.00K | 0.49% | $1.18M |
| Connors investor services | 102.50K | 0.24% | $2.33M |
| Numerai gp | 28.19K | 0.23% | $639.91K |
| Deprince race & zollo | 356.32K | 0.18% | $8.09M |
| Jackson square capital | 26.31K | 0.15% | $597.33K |
| Iq eq fund management (ireland) | 51.43K | 0.13% | $1.17M |
| Kennedy capital management | 265.99K | 0.13% | $6.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 261.32K | 0.00% | 185.95K |
| New york state common retirement fund | 145.78K | 0.00% | 138.78K |
| Boothbay fund management | 120.39K | 0.06% | 120.39K |
| D. e. shaw | 169.66K | 0.00% | 109.78K |
| Deprince race & zollo | 356.32K | 0.18% | 103.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sg capital management | - | - | -404.28K |
| Kent lake capital | - | - | -250.00K |
| Bank of america corp /de/ | 148.50K | 0.00% | -235.11K |
| Blackrock | 2.70M | 0.00% | -135.08K |
| Clearbridge investments | - | - | -123.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boothbay fund management | 120.39K | 0.06% | 120.39K | $2.73M |
| Millennium management | 31.92K | 0.00% | 31.92K | $724.54K |
| Numerai gp | 28.19K | 0.23% | 28.19K | $639.91K |
| Sherbrooke park advisers | 17.68K | 0.07% | 17.68K | $401.36K |
| Inspire investing | 15.24K | 0.04% | 15.24K | $345.90K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Farther finance advisors | -4.00 |
| Abound wealth management | -8.00 |
| Umb bank, n.a. | -10.00 |
| Innealta capital | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 146 | 9.77% | 12,864,407 | -0.49% | 72 | 1.37% | 82 | 24.24% | 41 | -8.89% |
| Jun 30, 2024 | 132 | -2.94% | 12,928,003 | -9.06% | 72 | 1.14% | 65 | 20.37% | 45 | -15.09% |
| Mar 31, 2024 | 136 | -5.56% | 14,215,449 | -1.62% | 79 | 1.21% | 54 | -6.90% | 53 | -10.17% |
| Dec 31, 2023 | 144 | 1.41% | 14,449,023 | 3.37% | 81 | 1.31% | 58 | - | 59 | 5.36% |
| Sep 30, 2023 | 142 | -7.79% | 13,977,808 | -3.52% | 78 | 1.18% | 58 | -12.12% | 56 | -1.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Nuance Mid Cap Value Separate Account | 1.10M | 6.19% | 30.01K |
| Nuance Mid Cap Value Institutional | 736.92K | 4.14% | -69.86K |
| Vanguard Total Stock Mkt Idx Inv | 532.75K | 2.99% | - |
| iShares Russell 2000 ETF | 453.39K | 2.55% | -952.00 |
| Avantis US Small Cap Value ETF | 338.38K | 1.90% | 2.55K |
| Kennedy Small Cap Value | 240.10K | 1.35% | 71.52K |
| Vanguard Institutional Extnd Mkt Idx Tr | 237.46K | 1.33% | -898.00 |
| Nuance Concentrated Value | 197.61K | 1.11% | 197.61K |
| Vanguard Consumer Staples ETF | 187.48K | 1.05% | 423.00 |
| Fidelity Small Cap Index | 169.95K | 0.95% | -1.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 18, 2023 | Browne Michael A | Executive Vice President | Buy | $14.07K |
| Sep 18, 2023 | Browne Michael A | Executive Vice President | Buy | $8.45K |
| Sep 18, 2023 | Browne Michael A | Executive Vice President | Buy | $11.26K |
| Jul 14, 2023 | Hollister Steve | - | Buy | $61.18K |
| Jul 13, 2023 | COLE LECIL E | Chief Executive Officer | Buy | $1.15M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 6 | - |
| 2023 Q2 | - | - |
CVGW Ownership FAQ
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