AgroFresh Solutions Inc
AGFS
AGFS was delisted on the 30th of March, 2023.
36 hedge funds and large institutions have $52.8M invested in AgroFresh Solutions Inc in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 14 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
23% less funds holding
Funds holding: 47 → 36 (-11)
54% less capital invested
Capital invested by funds: $115M → $52.8M (-$62.3M)
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
83% less call options, than puts
Call options by funds: $33K | Put options by funds: $191K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$4.17M |
| 2 |
E
Ergoteles
New York
|
+$2.07M |
| 3 |
TC
Trium Capital
London,
United Kingdom
|
+$727K |
| 4 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$539K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCC
Dow Chemical Company
Midland,
Michigan
|
-$62.2M |
| 2 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$5.76M |
| 3 |
First Manhattan
New York
|
-$2.24M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.56M |
| 5 |
Renaissance Technologies
New York
|
-$1.16M |
AGFS Hedge Fund Activity: Q1 2023 in Review
36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AgroFresh Solutions Inc (AGFS) for Q1 2023, worth a combined $52.8M — down 54% from $115M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AGFS and 4 opened new positions — a net loss of 10 holders — while 8 trimmed existing stakes and 16 added.
The largest buyer was Nexpoint Asset Management, adding an estimated $4.17M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $62.2M sold.
- 36 institutional investors held AgroFresh Solutions Inc (AGFS) as of Q1 2023, down from 47 in Q4 2022.
- Funds reported $52.8M of AgroFresh Solutions Inc stock for Q1 2023, down 54% quarter-over-quarter.
- 4 funds opened new AgroFresh Solutions Inc positions in Q1 2023 and 14 closed out, a net change of -10 holders.
- The largest AgroFresh Solutions Inc buyer in Q1 2023 was Nexpoint Asset Management, an estimated $4.17M added.
- The largest AgroFresh Solutions Inc seller in Q1 2023 was Dow Chemical Company, an estimated $62.2M sold.
Based on aggregated 13F filings for Q1 2023.