Calavo Growers

CVGW • NASDAQ

Calavo Growers is a food distribution company in the consumer defensive sector on NASDAQ, led by Brian Kocher, with a market cap of $382.8M. As of Q3 2025, 73% of shares are held by 161 institutional investors, with BlackRock, Inc. as the largest holder at 7.54%.

Chief Executive OfficerBrian Kocher

Market Cap$382.8M

Food Distribution

Consumer Defensive

Employees3.1K

Websitecalavo.com

Country

United States of America

Overview

Overview of institutional ownership in CVGW as of Q3 2025 with a market cap of $459.5M

All Institutions

Institutions: 161
Value Held: $335.4M
Shares Held: 13.0M
Avg Position: $2.1M
Median Position: $463.6K

Hedge Funds

Hedge Funds: 27
Value Held: $86.3M
Shares Held: 3.4M
Avg Position: $3.2M
Median Position: $1.7M

Ownership Breakdown

Institutional (non-HF)

54.21%

$249.1M

Hedge Funds

18.78%

$86.3M

Retail & Other

27.01%

$124.1M

Based on market cap of $459.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CVGW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$34.7M 0.00% of portfolio	7.54% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$32.6M 0.00% of portfolio	7.09% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$17.2M 0.00% of portfolio	3.73% 666.5K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
SG Capital Management LLC Hedge Fund•Event Driven	Glen Schneider President	$13.4M 1.35% of portfolio	2.93% 522.2K shares	Q3 2025 Held for 2 months	$998.2M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$12.7M 0.00% of portfolio	2.75% 491.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
O Old West Investment Management, LLC Hedge Fund•Multi-Strategy	Chad William Cook Managing Partner	$11.2M 2.55% of portfolio	2.44% 435.0K shares	Q2 2025 Held for 5 months	$439.2M
R Russell Investments Group, Ltd. RIA/Wealth	Harry Leslie Russell President	$10.9M 0.01% of portfolio	2.38% 425.4K shares	Q4 2016 Held for 8y 11m	$87.9B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$10.4M 0.00% of portfolio	2.24% 400.2K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	$9.5M 0.19% of portfolio	2.07% 369.4K shares	Q1 2023 Held for 2y 8m	$5.0B
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dmitry Balyasny CIO	$9.3M 0.02% of portfolio	2.03% 362.0K shares	Q2 2024 Held for 1y 5m	$48.1B

Net Capital Flow

Institutional buying and selling activity for CVGW in Q3 2025

Traded: −$4.7M
Buyers: 86
Sellers: 70
Total Bought: +$52.4M
Total Sold: −$57.1M
Avg Position: $1.8M

Biggest Buyers

Institution	Net Bought	Current Position
SG Capital Management LLC Hedge Fund•Event Driven	+$13.4M +522.2K shares	$13.4M 522.2K shares
Atom Investors LP Hedge Fund•Market Neutral	+$4.2M +164.9K shares	$4.2M 164.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$4.2M +164.5K shares	$4.6M 177.8K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.5M +135.2K shares	$9.3M 362.0K shares
N Nuveen, LLC Institution	+$2.9M +110.9K shares	$6.8M 262.9K shares
GABELLI SECURITIES INC Hedge Fund•Multi-Strategy	+$2.4M +93.2K shares	$2.7M 106.4K shares
GABELLI FUNDS LLC Long Only Manager	+$2.3M +89.6K shares	$2.8M 109.4K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$1.8M +71.3K shares	$1.8M 71.3K shares
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager	+$1.8M +69.7K shares	$1.8M 69.7K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$1.3M +52.0K shares	$8.0M 309.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
NUANCE INVESTMENTS, LLC Long Only Manager	−$10.9M −422.0K shares	$6.0M 231.7K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$5.0M −195.0K shares	$1.2M 44.9K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$4.5M −176.4K shares	$1.4M 53.2K shares
C Cubist Systematic Strategies, LLC Institution	−$3.6M −136.5K shares	Sold Off 0 shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	−$3.2M −121.6K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$2.6M −99.5K shares	$931.7K 36.2K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$1.9M −73.1K shares	$4.2M 163.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.6M −63.2K shares	$2.4M 92.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.5M −58.3K shares	$1.1M 43.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.4M −55.6K shares	$7.1M 273.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CVGW in Q3 2025

New Positions: 6
New Value: $251.5K
Exited Positions: 22
Exited Value: $15.6M

New Positions

Institution	Position Value
K Keebeck Alpha, LP Hedge Fund	$232.0K 9.0K shares
VISION FINANCIAL MARKETS LLC RIA/Wealth	$15.4K 600.0 shares
O Optiver Holding B.V. Institution	$2.9K 114.0 shares
Guerra Advisors Inc RIA/Wealth	$772.0 30.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$335.0 13.0 shares
S SBI Securities Co., Ltd. Institution	$51.0 2.0 shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$3.6M 136.5K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	$3.2M 121.6K shares
H HSBC HOLDINGS PLC Institution	$1.3M 50.7K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	$1.3M 47.3K shares
Engineers Gate Manager LP Hedge Fund•Quant	$1.0M 38.4K shares
Trexquant Investment LP Hedge Fund•Quant	$985.6K 37.1K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$728.6K 27.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$616.7K 23.2K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$611.3K 23.0K shares
D D. E. Shaw & Co., Inc. Institution	$477.1K 17.9K shares

Options Activity

Institutions with the largest Call and Put options positions in CVGW as of Q3 2025

Call Positions: 3
Call Value: $1.5M
Put Positions: 3
Put Value: $1.6M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$700.1K 272.0 contracts
C CastleKnight Management LP Hedge Fund•Event Driven	$514.8K 200.0 contracts
W WOLVERINE TRADING, LLC Institution	$298.1K 115.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$885.5K 344.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$486.5K 189.0 contracts
J JANE STREET GROUP, LLC Institution	$223.9K 87.0 contracts

Most Committed Institutions

Institutions with CVGW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
O Old West Investment Management, LLC Hedge Fund•Multi-Strategy	Chad William Cook Managing Partner	2.55% $11.2M	2.44% 435.0K shares	Q2 2025 Held for 5 months	$439.2M
SG Capital Management LLC Hedge Fund•Event Driven	Glen Schneider President	1.35% $13.4M	2.93% 522.2K shares	Q3 2025 Held for 2 months	$998.2M
C CROWN ADVISORS MANAGEMENT, INC. Hedge Fund•Long/Short	Robert Scott Fearon President	1.12% $1.7M	0.36% 65.0K shares	Q3 2021 Held for 4y 2m	$149.5M
Penn Mutual Asset Management, LLC Insurance Manager	David Michael O'Malley Chairman	0.87% $353.9K	0.08% 13.8K shares	Q2 2024 Held for 1y 5m	$40.7M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.70% $554.7K	0.12% 21.6K shares	Q3 2024 Held for 1y 2m	$79.7M
NUANCE INVESTMENTS, LLC Long Only Manager	Kathryn Suzanne Carver President	0.61% $6.0M	1.30% 231.7K shares	Q4 2019 Held for 5y 11m	$982.1M
Parvin Asset Management, LLC RIA/Wealth	James Steven Smith CIO	0.60% $674.9K	0.15% 26.2K shares	Q4 2024 Held for 11 months	$113.0M
H HEARTLAND ADVISORS INC Long Only Manager	William Richard Nasgovitz CEO	0.48% $9.1M	1.98% 353.6K shares	Q2 2025 Held for 5 months	$1.9B
GABELLI SECURITIES INC Hedge Fund•Multi-Strategy	Patrick Bernard Huvane CEO	0.45% $2.7M	0.60% 106.4K shares	Q2 2025 Held for 5 months	$610.0M
INTEGRITY WEALTH ADVISORS, INC. RIA/Wealth	Scott Everett Sanders CCO	0.38% $1.0M	0.22% 40.1K shares	Q4 2024 Held for 11 months	$278.2M

Hedge Fund Spotlight

Discover hedge funds investing in CVGW

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in Calavo Growers

Market Value: $529.2K
Shares Held: 20.6K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$306.1M	4.29%
2 Ameren AEE	Regulated Electric Utilities	$103.0M	1.44%
3 Nvidia NVDA	Semiconductors Technology	$79.9M	1.12%