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Adecoagro
AGRO

66 hedge funds and large institutions have $580M invested in Adecoagro in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

20% more funds holding

Funds holding: 55 → 66 (+11)

14% more capital invested

Capital invested by funds: $510M → $580M (+$70.4M)

2.33% more ownership

Funds ownership: 56.27% → 58.6% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

92% less call options, than puts

Call options by funds: $10K | Put options by funds: $128K

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
17
Reduced
16
Closed
2
Calls
$10K
Puts
$128K
Net Calls
-$118K
Net Calls Change
-$83K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$6.5M
2
HI
HBK Investments
Texas
+$5.08M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.42M
4
CS
Credit Suisse
Switzerland
+$2.81M
5
Jennison Associates
Jennison Associates
New York
+$1.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2M
2
BG
BlackRock Group
United Kingdom
-$1.11M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$1.06M
4
OM
Ospraie Management
New York
-$915K
5
U
UBS
Switzerland
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$688K -$16K -2,015 -2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$610K +$617K +77,700 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$560K +$550K +69,239 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$527K – – –
BA
30
BlackRock Advisors
Delaware
$516K – – –
COPPSERS
31
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$496K +$138K +17,400 +40%
IA
32
IndexIQ Advisors
New York
$478K -$7.38K -929 -2%
WSFS
33
Wilmington Savings Fund Society
Delaware
$467K +$90.5K +11,400 +25%
OWD
34
Osborn Williams & Donohoe
Ohio
$379K – – –
Invesco
35
Invesco
Georgia
$375K +$11.9K +1,503 +3%
Bank of America
36
Bank of America
North Carolina
$370K -$13.3K -1,676 -4%
SCP
37
Sandhill Capital Partners
New York
$361K +$163K +20,485 +85%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$325K +$6.97K +878 +2%
GC
39
Guggenheim Capital
Illinois
$278K +$273K +34,311 New
ARTA
40
A.R.T. Advisors
New York
$263K -$31K -3,900 -11%
Millennium Management
41
Millennium Management
New York
$247K +$121K +15,200 +99%
AR
42
Advisory Research
Illinois
$205K +$201K +25,367 New
SWA
43
SFMG Wealth Advisors
Texas
$189K – – –
AAM
44
Advisors Asset Management
Colorado
$188K -$8.79K -1,107 -5%
KBC Group
45
KBC Group
Belgium
$146K – – –
EMG
46
Ellington Management Group
Connecticut
$126K -$42.3K -5,332 -25%
CI
47
Capital Innovations
Wisconsin
$112K +$110K +13,878 New
VanEck Associates
48
VanEck Associates
New York
$103K -$64 -8 -0.1%
Citadel Advisors
49
Citadel Advisors
Florida
$102K +$100K +12,642 New
SC
50
Sophrosyne Capital
New York
$97K -$18.3K -2,300 -16%
1
2
3

AGRO Hedge Fund Activity: Q4 2013 in Review

66 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2013, worth a combined $580M — up 14% from $510M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AGRO positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $1.2M.

  • 66 institutional investors held Adecoagro (AGRO) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $580M of Adecoagro stock for Q4 2013, up 14% quarter-over-quarter.
  • 13 funds opened new Adecoagro positions in Q4 2013 and 2 closed out, a net change of +11 holders.
  • The largest Adecoagro buyer in Q4 2013 was Franklin Resources, an estimated $6.5M added.
  • The largest Adecoagro seller in Q4 2013 was Morgan Stanley, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2013.