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Adecoagro
AGRO

65 hedge funds and large institutions have $700M invested in Adecoagro in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $577M → $700M (+$123M)

5% more funds holding

Funds holding: 62 → 65 (+3)

3.91% more ownership

Funds ownership: 57.64% → 61.56% (+3.9%)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
9
Increased
16
Reduced
24
Closed
6
Calls
$138K
Puts
–
Net Calls
+$138K
Net Calls Change
+$39K

Top Buyers

Rank Fund Capital Flow
1
HH
Harbinger Holdings
New York
+$16.5M
2
Invesco
Invesco
Georgia
+$8.81M
3
EC
EMS Capital
New York
+$6.36M
4
Norges Bank
Norges Bank
Norway
+$5.19M
5
WBC
Westpac Banking Corp
Australia
+$4.92M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.28M
2
TGI
Tradewinds Global Investors
California
-$3.24M
3
RS
Robeco Schweiz
Switzerland
-$1.54M
4
BG
BlackRock Group
United Kingdom
-$1.14M
5
U
UBS
Switzerland
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$1.13M -$46K -5,055 -4%
Millennium Management
27
Millennium Management
New York
$1.03M -$127K -13,951 -11%
Northern Trust
28
Northern Trust
Illinois
$898K +$56.4K +6,200 +7%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$867K +$393K +43,200 +89%
TC
30
TFS Capital
Pennsylvania
$839K -$387K -42,587 -32%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$795K +$59.2K +6,510 +8%
ACJ
32
Autonomy Capital (Jersey)
Jersey
$654K +$630K +69,317 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$615K – – –
BA
34
BlackRock Advisors
Delaware
$602K – – –
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$565K +$544K +59,854 New
OWD
36
Osborn Williams & Donohoe
Ohio
$468K – – –
IA
37
IndexIQ Advisors
New York
$464K +$50.9K +5,597 +13%
SCP
38
Sandhill Capital Partners
New York
$463K +$36.3K +3,998 +9%
Bank of America
39
Bank of America
North Carolina
$461K +$56K +6,160 +14%
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$457K -$95.9K -10,543 -18%
WSFS
41
Wilmington Savings Fund Society
Delaware
$371K -$167K -18,398 -32%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$365K -$6.4K -704 -2%
AAM
43
Advisors Asset Management
Colorado
$303K +$68.6K +7,550 +31%
AR
44
Advisory Research
Illinois
$297K – – –
SWA
45
SFMG Wealth Advisors
Texas
$199K -$20K -2,200 -9%
KBC Group
46
KBC Group
Belgium
$170K – – –
PP
47
PDT Partners
New York
$163K +$5.82K +640 +4%
CSS
48
Cubist Systematic Strategies
Connecticut
$142K +$137K +15,079 New
CI
49
Capital Innovations
Wisconsin
$127K -$3.64K -400 -3%
Vanguard Group
50
Vanguard Group
Pennsylvania
$115K – – –
1
2
3

AGRO Hedge Fund Activity: Q2 2014 in Review

65 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2014, worth a combined $700M — up 21% from $577M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AGRO positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Harbinger Holdings, opening a new position worth an estimated $16.5M. The largest seller was Wellington Management Group, cutting an estimated $7.28M.

  • 65 institutional investors held Adecoagro (AGRO) as of Q2 2014, up from 62 in Q1 2014.
  • Funds reported $700M of Adecoagro stock for Q2 2014, up 21% quarter-over-quarter.
  • 9 funds opened new Adecoagro positions in Q2 2014 and 6 closed out, a net change of +3 holders.
  • The largest Adecoagro buyer in Q2 2014 was Harbinger Holdings, an estimated $16.5M added.
  • The largest Adecoagro seller in Q2 2014 was Wellington Management Group, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2014.