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Adecoagro
AGRO

113 hedge funds and large institutions have $587M invested in Adecoagro in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,927% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $326K

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 115 → 113 (-2)

8.09% less ownership

Funds ownership: 56.11% → 48.01% (-8.1%)

24% less capital invested

Capital invested by funds: $777M → $587M (-$190M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
26
Increased
52
Reduced
17
Closed
27
Calls
$19.6M
Puts
$326K
Net Calls
+$19.3M
Net Calls Change
+$9.64M

Top Buyers

1
PC
PointState Capital
New York
+$38.7M
2
EC
EMS Capital
New York
+$16.4M
3
BCM
Bienville Capital Management
New York
+$16M
4
BAM
Baring Asset Management
United Kingdom
+$7.4M
5
Norges Bank
Norges Bank
Norway
+$7.33M

Top Sellers

1
SFM
Soros Fund Management
New York
-$102M
2
DCM
Driehaus Capital Management
Illinois
-$16.3M
3
TI
TT International
United Kingdom
-$10.7M
4
PPA
Parametric Portfolio Associates
Washington
-$8.43M
5
MNA
Manning & Napier Advisors
New York
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$4.61M +$2.73M +249,607 +118%
GXMC
27
Global X Management Company
New York
$4.52M +$813K +74,332 +20%
AL
28
AJO LP
Pennsylvania
$4.14M +$1.06M +97,113 +31%
DCM
29
Driehaus Capital Management
Illinois
$3.9M -$16.3M -1,488,402 -79%
IUHSA
30
Itau Unibanco Holding S.A.
Brazil
$3.69M +$4.03M +368,900 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$3.54M +$2.08M +190,700 +117%
ACJ
32
Autonomy Capital (Jersey)
Jersey
$3.5M +$547K +50,000 +17%
VAS
33
VR Advisory Services
Cayman Islands
$3.32M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.1M +$139K +12,753 +4%
6CM
35
683 Capital Management
New York
$3M – – –
PP
36
PDT Partners
New York
$2.78M +$3.04M +278,300 New
GAMA
37
Graticule Asia Macro Advisors
New York
$2.74M -$91.5K -8,367 -3%
NFA
38
Nationwide Fund Advisors
Ohio
$2.6M – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.48M +$40.5K +3,704 +2%
NAM
40
NorthCoast Asset Management
Connecticut
$2.31M +$2.53M +231,388 New
HCMT
41
Highland Capital Management (Texas)
Texas
$2.19M +$761K +69,642 +46%
MNA
42
Manning & Napier Advisors
New York
$2.1M -$8.33M -761,665 -78%
RJA
43
Raymond James & Associates
Florida
$2.05M +$2.24M +205,185 New
Millennium Management
44
Millennium Management
New York
$2.04M -$5.26M -480,940 -70%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$1.87M +$753K +68,859 +58%
SR
46
Sloane Robinson
United Kingdom
$1.74M -$2.28M -208,100 -54%
Credit Agricole
47
Credit Agricole
France
$1.59M +$1.75M +159,701 New
Northern Trust
48
Northern Trust
Illinois
$1.57M -$146K -13,378 -8%
TWI
49
Thomas White International
Illinois
$1.56M +$1.7M +155,892 New
William Blair Investment Management
50
William Blair Investment Management
Illinois
$1.45M +$1.58M +144,815 New
1
2
3 4 5

AGRO Hedge Fund Activity: Q2 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2017, worth a combined $587M — down 24% from $777M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AGRO and 26 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 52 added.

The largest buyer was PointState Capital, adding an estimated $38.7M. The largest seller was Soros Fund Management, exiting entirely with an estimated $102M sold.

  • 113 institutional investors held Adecoagro (AGRO) as of Q2 2017, down from 115 in Q1 2017.
  • Funds reported $587M of Adecoagro stock for Q2 2017, down 24% quarter-over-quarter.
  • 26 funds opened new Adecoagro positions in Q2 2017 and 27 closed out, a net change of -1 holder.
  • The largest Adecoagro buyer in Q2 2017 was PointState Capital, an estimated $38.7M added.
  • The largest Adecoagro seller in Q2 2017 was Soros Fund Management, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2017.