AGCO
AGCO
374 hedge funds and large institutions have $4.82B invested in AGCO in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 59 closing their positions.
1.24% more ownership
Funds ownership: 89.36% → 90.59% (+1.2%)
4% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 140
4% more capital invested
Capital invested by funds: $4.65B → $4.82B (+$169M)
7% less funds holding
Funds holding: 402 → 374 (-28)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
42% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 59
49% less call options, than puts
Call options by funds: $17.5M | Put options by funds: $34.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scout Investments
Kansas City,
Missouri
|
+$61.7M |
| 2 |
TAM
Third Avenue Management
New York
|
+$55.6M |
| 3 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
|
+$45.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$43.1M |
| 5 |
Bank of New York Mellon
New York
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$48.9M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$43.8M |
| 3 |
Two Sigma Investments
New York
|
-$28.4M |
| 4 |
OAM
Origin Asset Management
London,
United Kingdom
|
-$25.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$21.4M |
AGCO Hedge Fund Activity: Q2 2014 in Review
374 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in AGCO (AGCO) for Q2 2014, worth a combined $4.82B — up 3.6% from $4.65B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of AGCO and 34 opened new positions — a net loss of 25 holders — while 140 trimmed existing stakes and 146 added.
The largest buyer was Scout Investments, adding an estimated $61.7M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $48.9M sold.
- 374 institutional investors held AGCO (AGCO) as of Q2 2014, down from 402 in Q1 2014.
- Funds reported $4.82B of AGCO stock for Q2 2014, up 3.6% quarter-over-quarter.
- 34 funds opened new AGCO positions in Q2 2014 and 59 closed out, a net change of -25 holders.
- The largest AGCO buyer in Q2 2014 was Scout Investments, an estimated $61.7M added.
- The largest AGCO seller in Q2 2014 was OppenheimerFunds, an estimated $48.9M sold.
Based on aggregated 13F filings for Q2 2014.