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Adecoagro
AGRO

80 hedge funds and large institutions have $381M invested in Adecoagro in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

4.15% more ownership

Funds ownership: 40.28% → 44.43% (+4.2%)

1% more funds holding

Funds holding: 79 → 80 (+1)

2% more capital invested

Capital invested by funds: $374M → $381M (+$7.41M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
24
Reduced
26
Closed
15
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
-$99K

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$27M
2
ROIC
Route One Investment Company
California
+$23.2M
3
PPA
Parametric Portfolio Associates
Washington
+$4.41M
4
SAM
Serengeti Asset Management
New York
+$3.23M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
PC
PointState Capital
New York
-$10.1M
2
BCM
Bienville Capital Management
New York
-$3.47M
3
Bank of America
Bank of America
North Carolina
-$2.6M
4
HCMT
Highland Capital Management (Texas)
Texas
-$1.83M
5
Boston Partners
Boston Partners
Massachusetts
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.25M -$2.6M -321,379 -65%
Northern Trust
27
Northern Trust
Illinois
$909K +$6.18K +765 +0.6%
Morgan Stanley
28
Morgan Stanley
New York
$813K -$719K -89,038 -45%
CM
29
CoreCommodity Management
Connecticut
$749K +$284K +35,154 +53%
AIM
30
Assured Investment Management
New York
$732K +$215K +26,574 +36%
RCG
31
Rock Creek Group
District of Columbia
$688K +$756K +93,609 New
Deutsche Bank
32
Deutsche Bank
Germany
$664K -$360K -44,606 -33%
AAMU
33
Amundi Asset Management US
Massachusetts
$648K +$38K +4,710 +6%
Millennium Management
34
Millennium Management
New York
$617K -$1.26M -155,743 -65%
Boston Partners
35
Boston Partners
Massachusetts
$614K -$1.34M -166,319 -67%
Charles Schwab
36
Charles Schwab
California
$539K +$299K +37,017 +102%
CI
37
Cambiar Investors
Colorado
$512K +$174K +21,536 +45%
BCM
38
Bienville Capital Management
New York
$510K -$3.47M -429,608 -86%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$487K -$148K -18,267 -22%
HI
40
HBK Investments
Texas
$484K -$70.3K -8,700 -12%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$479K – – –
CFM
42
Coronation Fund Managers
South Africa
$477K +$524K +64,856 New
Citadel Advisors
43
Citadel Advisors
Florida
$448K +$492K +60,953 New
TCIM
44
TIAA CREF Investment Management
New York
$442K – – –
IAA
45
Ironsides Asset Advisors
North Carolina
$366K – – –
CC
46
Cipher Capital
New York
$304K -$93.3K -11,553 -22%
Legal & General Group
47
Legal & General Group
United Kingdom
$303K +$190K +23,548 +133%
SEI Investments
48
SEI Investments
Pennsylvania
$281K +$49.1K +6,082 +19%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$275K +$302K +37,422 New
IA
50
IndexIQ Advisors
New York
$257K -$101K -12,504 -26%
1
2
3 4

AGRO Hedge Fund Activity: Q3 2018 in Review

80 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2018, worth a combined $381M — up 2% from $374M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AGRO positions and 15 closed out — a net gain of 2 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $27M. The largest seller was PointState Capital, cutting an estimated $10.1M.

  • 80 institutional investors held Adecoagro (AGRO) as of Q3 2018, up from 79 in Q2 2018.
  • Funds reported $381M of Adecoagro stock for Q3 2018, up 2% quarter-over-quarter.
  • 17 funds opened new Adecoagro positions in Q3 2018 and 15 closed out, a net change of +2 holders.
  • The largest Adecoagro buyer in Q3 2018 was Brandes Investment Partners, an estimated $27M added.
  • The largest Adecoagro seller in Q3 2018 was PointState Capital, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.