Adecoagro
AGRO
79 hedge funds and large institutions have $374M invested in Adecoagro in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 21 closing their positions.
6% more capital invested
Capital invested by funds: $351M → $374M (+$22.3M)
1.79% more ownership
Funds ownership: 38.48% → 40.28% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13% less funds holding
Funds holding: 91 → 79 (-12)
35% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 34
52% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$25.9M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$11.1M |
| 3 |
EC
EMS Capital
New York
|
+$10.6M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$3.83M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$12.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$5.86M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.46M |
| 4 |
Renaissance Technologies
New York
|
-$4.17M |
| 5 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$2.97M |
AGRO Hedge Fund Activity: Q2 2018 in Review
79 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2018, worth a combined $374M — up 6.3% from $351M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AGRO and 10 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 22 added.
The largest buyer was Route One Investment Company, adding an estimated $25.9M. The largest seller was Bienville Capital Management, cutting an estimated $12.6M.
- 79 institutional investors held Adecoagro (AGRO) as of Q2 2018, down from 91 in Q1 2018.
- Funds reported $374M of Adecoagro stock for Q2 2018, up 6.3% quarter-over-quarter.
- 10 funds opened new Adecoagro positions in Q2 2018 and 21 closed out, a net change of -11 holders.
- The largest Adecoagro buyer in Q2 2018 was Route One Investment Company, an estimated $25.9M added.
- The largest Adecoagro seller in Q2 2018 was Bienville Capital Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2018.