AgroFresh Solutions Inc
AGFS
AGFS was delisted on the 30th of March, 2023.
47 hedge funds and large institutions have $115M invested in AgroFresh Solutions Inc in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
95% more capital invested
Capital invested by funds: $59M → $115M (+$56.2M)
38% more funds holding
Funds holding: 34 → 47 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
86% less call options, than puts
Call options by funds: $15K | Put options by funds: $110K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$7.3M |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$1.54M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.22M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.13M |
| 5 |
E
Ergoteles
New York
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$3.11M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$965K |
| 3 |
Millennium Management
New York
|
-$280K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$79K |
| 5 |
Renaissance Technologies
New York
|
-$61.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$40 | -16 | -24% |
|
AGFS Hedge Fund Activity: Q4 2022 in Review
47 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AgroFresh Solutions Inc (AGFS) for Q4 2022, worth a combined $115M — up 95% from $59M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AGFS positions and 6 closed out — a net gain of 13 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $7.3M. The largest seller was First Manhattan, cutting an estimated $3.11M.
- 47 institutional investors held AgroFresh Solutions Inc (AGFS) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $115M of AgroFresh Solutions Inc stock for Q4 2022, up 95% quarter-over-quarter.
- 19 funds opened new AgroFresh Solutions Inc positions in Q4 2022 and 6 closed out, a net change of +13 holders.
- The largest AgroFresh Solutions Inc buyer in Q4 2022 was TSP Capital Management Group, an estimated $7.3M added.
- The largest AgroFresh Solutions Inc seller in Q4 2022 was First Manhattan, an estimated $3.11M sold.
Based on aggregated 13F filings for Q4 2022.