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Adecoagro
AGRO

92 hedge funds and large institutions have $943M invested in Adecoagro in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $267K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $617M → $943M (+$326M)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

31% more funds holding

Funds holding: 70 → 92 (+22)

0.66% less ownership

Funds ownership: 64.08% → 63.42% (-0.66%)

Holders
92
Holders Change
+22
Holders Change %
+31.43%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
30
Increased
30
Reduced
20
Closed
8
Calls
$2.35M
Puts
$267K
Net Calls
+$2.08M
Net Calls Change
-$605K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$9.82M
3
PC
PointState Capital
New York
+$6.79M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.88M
5
EC
EMS Capital
New York
+$3.8M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$27.9M
2
TGI
Tradewinds Global Investors
California
-$13.2M
3
OM
Ospraie Management
New York
-$12.6M
4
GTP
Global Thematic Partners
New York
-$12M
5
Franklin Resources
Franklin Resources
California
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
26
BlackRock Group
United Kingdom
$2.92M +$1.14M +107,933 +83%
AGC
27
Alden Global Capital
Florida
$2.9M +$2.49M +235,900 New
BFA
28
BlackRock Fund Advisors
California
$2.82M +$2.42M +229,520 New
Northern Trust
29
Northern Trust
Illinois
$2.65M +$597K +56,600 +36%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.14M +$1.84M +174,000 New
MNA
31
Manning & Napier Advisors
New York
$1.88M +$1.62M +153,141 New
Ameriprise
32
Ameriprise
Minnesota
$1.84M +$1.58M +150,000 New
Goldman Sachs
33
Goldman Sachs
New York
$1.73M +$664K +62,917 +81%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.66M +$799K +75,785 +128%
CSS
35
Cubist Systematic Strategies
Connecticut
$1.42M +$1.11M +105,245 +993%
Bank of America
36
Bank of America
North Carolina
$1.41M +$1.18M +111,737 +3,991%
FFM
37
Fullerton Fund Management
Singapore
$1.38M +$1.19M +112,600 New
CS
38
Credit Suisse
Switzerland
$1.31M -$323K -30,668 -22%
PL
39
Parkwood LLC
Ohio
$1.15M +$359K +34,000 +57%
Invesco
40
Invesco
Georgia
$1.14M +$51.3K +4,861 +6%
USAA
41
United Services Automobile Association
Texas
$1.13M -$1.32M -125,218 -58%
BA
42
BlackRock Advisors
Delaware
$1.11M -$136K -12,928 -12%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.11M +$372K +35,300 +64%
GXMC
44
Global X Management Company
New York
$1.11M +$953K +90,349 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$848K -$256K -24,248 -26%
DCM
46
Driehaus Capital Management
Illinois
$814K +$391K +37,101 +127%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$814K +$699K +66,227 New
JMPWA
48
JP Morgan Private Wealth Advisors
California
$801K – – –
ARTA
49
A.R.T. Advisors
New York
$670K +$82.7K +7,842 +17%
BIT
50
BlackRock Institutional Trust
California
$639K +$548K +51,977 New
1
2
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AGRO Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2015, worth a combined $943M — up 53% from $617M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AGRO positions and 8 closed out — a net gain of 22 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Brandes Investment Partners, cutting an estimated $27.9M.

  • 92 institutional investors held Adecoagro (AGRO) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $943M of Adecoagro stock for Q4 2015, up 53% quarter-over-quarter.
  • 30 funds opened new Adecoagro positions in Q4 2015 and 8 closed out, a net change of +22 holders.
  • The largest Adecoagro buyer in Q4 2015 was Morgan Stanley, an estimated $12.8M added.
  • The largest Adecoagro seller in Q4 2015 was Brandes Investment Partners, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2015.