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Adecoagro
AGRO

91 hedge funds and large institutions have $351M invested in Adecoagro in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

2.67% less ownership

Funds ownership: 41.15% → 38.48% (-2.7%)

13% less funds holding

Funds holding: 104 → 91 (-13)

32% less capital invested

Capital invested by funds: $517M → $351M (-$165M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
91
Holders Change
-13
Holders Change %
-12.5%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
15
Increased
29
Reduced
30
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ROIC
Route One Investment Company
California
+$19.6M
2
BIP
Brandes Investment Partners
California
+$8.75M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$4.89M
4
CAM
Claret Asset Management
Quebec, Canada
+$3.71M
5
PSCM
Prince Street Capital Management
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
BCM
Bienville Capital Management
New York
-$11.8M
2
CG
Compass Group
New York
-$9.84M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.04M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$5.23M
5
Ameriprise
Ameriprise
Minnesota
-$4.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACJ
26
Autonomy Capital (Jersey)
Jersey
$1.73M -$1.1M -119,775 -34%
Boston Partners
27
Boston Partners
Massachusetts
$1.71M +$2.08M +227,693 New
B
28
Barings
North Carolina
$1.62M -$489K -53,415 -20%
CS
29
Credit Suisse
Switzerland
$1.57M +$1.48M +161,262 +336%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.52M – – –
AIM
31
Assured Investment Management
New York
$1.29M +$1.57M +171,803 New
B
32
Bailard
California
$1.28M -$1.19M -130,000 -43%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.27M +$54.9K +6,000 +4%
Invesco
34
Invesco
Georgia
$1.24M +$790K +86,288 +110%
Millennium Management
35
Millennium Management
New York
$1.22M -$32.1K -3,507 -2%
PP
36
PDT Partners
New York
$1.19M -$953K -104,085 -40%
Goldman Sachs
37
Goldman Sachs
New York
$1.12M -$651K -71,123 -32%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$1.11M +$14.2K +1,548 +1%
DAM
39
Deltec Asset Management
New York
$1.06M +$91.5K +10,000 +8%
Northern Trust
40
Northern Trust
Illinois
$984K +$1.18K +129 +0.1%
CC
41
Cipher Capital
New York
$964K +$78.7K +8,597 +7%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$795K -$7.04M -768,825 -88%
HI
43
HBK Investments
Texas
$731K +$89.2K +9,745 +11%
USAA
44
United Services Automobile Association
Texas
$700K +$202K +22,103 +31%
EGM
45
Engineers Gate Manager
New York
$660K +$277K +30,298 +53%
AAMU
46
Amundi Asset Management US
Massachusetts
$633K – – –
PL
47
Parkwood LLC
Ohio
$610K – – –
GAM
48
Gotham Asset Management
New York
$535K +$66K +7,210 +11%
CM
49
CoreCommodity Management
Connecticut
$493K +$35.9K +3,917 +6%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$490K – – –
1
2
3 4 5

AGRO Hedge Fund Activity: Q1 2018 in Review

91 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2018, worth a combined $351M — down 32% from $517M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AGRO and 15 opened new positions — a net loss of 11 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was Route One Investment Company, opening a new position worth an estimated $19.6M. The largest seller was Bienville Capital Management, cutting an estimated $11.8M.

  • 91 institutional investors held Adecoagro (AGRO) as of Q1 2018, down from 104 in Q4 2017.
  • Funds reported $351M of Adecoagro stock for Q1 2018, down 32% quarter-over-quarter.
  • 15 funds opened new Adecoagro positions in Q1 2018 and 26 closed out, a net change of -11 holders.
  • The largest Adecoagro buyer in Q1 2018 was Route One Investment Company, an estimated $19.6M added.
  • The largest Adecoagro seller in Q1 2018 was Bienville Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2018.