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Adecoagro
AGRO

117 hedge funds and large institutions have $879M invested in Adecoagro in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

27% more funds holding

Funds holding: 92 → 117 (+25)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

0.6% less ownership

Funds ownership: 63.42% → 62.82% (-0.6%)

7% less capital invested

Capital invested by funds: $943M → $879M (-$63.8M)

Holders
117
Holders Change
+25
Holders Change %
+27.17%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
35
Increased
37
Reduced
32
Closed
10
Calls
$1.58M
Puts
–
Net Calls
+$1.58M
Net Calls Change
-$508K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
PC
PointState Capital
New York
+$10.9M
3
MNA
Manning & Napier Advisors
New York
+$10.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$10.8M
5
PI
Putnam Investments
Massachusetts
+$9.19M

Top Sellers

1
SFM
Soros Fund Management
New York
-$145M
2
BHCM
Brevan Howard Capital Management
Jersey
-$6.95M
3
TGI
Tradewinds Global Investors
California
-$3.9M
4
OM
Ospraie Management
New York
-$3.72M
5
GTP
Global Thematic Partners
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$6.41M +$3.35M +276,151 +99%
Two Sigma Investments
27
Two Sigma Investments
New York
$6.27M +$974K +80,228 +17%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$5.3M +$5.05M +416,196 +972%
FTCM
29
Fir Tree Capital Management
New York
$4.9M +$5.16M +425,000 New
Two Sigma Advisers
30
Two Sigma Advisers
New York
$4.78M +$1.79M +147,700 +56%
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$4.61M +$4.85M +399,500 New
SGDR
32
SPX Gestao de Recursos
Brazil
$4.5M +$4.73M +389,937 New
CANY
33
Caxton Associates (New York)
New York
$4.24M +$4.46M +367,305 New
PSCM
34
Prince Street Capital Management
New York
$3.68M +$3.87M +319,000 New
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$3.5M +$2.88M +237,237 +358%
BlackRock
36
BlackRock
New York
$3.28M -$161K -13,286 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.84M +$872K +71,800 +41%
Northern Trust
38
Northern Trust
Illinois
$2.75M +$266K +21,900 +10%
AGC
39
Alden Global Capital
Florida
$2.73M – – –
BKBG
40
BHF Kleinwort Benson Group
Belgium
$2.53M -$522K -43,011 -16%
TA
41
Teachers Advisors
New York
$2.49M +$2.62M +215,604 New
Federated Hermes
42
Federated Hermes
Pennsylvania
$2.44M +$2.57M +211,432 New
BIT
43
BlackRock Institutional Trust
California
$2.32M +$1.8M +148,681 +286%
BFA
44
BlackRock Fund Advisors
California
$2.3M -$367K -30,201 -13%
6CM
45
683 Capital Management
New York
$2.26M -$585K -48,200 -20%
Bank of America
46
Bank of America
North Carolina
$2.17M +$888K +73,148 +64%
MCM
47
Moore Capital Management
New York
$2.02M +$2.12M +175,000 New
TCIM
48
TIAA CREF Investment Management
New York
$1.89M +$1.99M +164,025 New
BA
49
BlackRock Advisors
Delaware
$1.86M +$857K +70,590 +78%
GXMC
50
Global X Management Company
New York
$1.82M +$815K +67,105 +74%
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AGRO Hedge Fund Activity: Q1 2016 in Review

117 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2016, worth a combined $879M — down 6.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AGRO positions and 10 closed out — a net gain of 25 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Soros Fund Management, cutting an estimated $145M.

  • 117 institutional investors held Adecoagro (AGRO) as of Q1 2016, up from 92 in Q4 2015.
  • Funds reported $879M of Adecoagro stock for Q1 2016, down 6.8% quarter-over-quarter.
  • 35 funds opened new Adecoagro positions in Q1 2016 and 10 closed out, a net change of +25 holders.
  • The largest Adecoagro buyer in Q1 2016 was Morgan Stanley, an estimated $10.9M added.
  • The largest Adecoagro seller in Q1 2016 was Soros Fund Management, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2016.