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Adecoagro
AGRO

77 hedge funds and large institutions have $367M invested in Adecoagro in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.78% more ownership

Funds ownership: 44.43% → 45.21% (+0.78%)

4% less capital invested

Capital invested by funds: $381M → $367M (-$14.4M)

4% less funds holding

Funds holding: 80 → 77 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
9
Increased
26
Reduced
25
Closed
12
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
ROIC
Route One Investment Company
California
+$11.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$10.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.12M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.82M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
PC
PointState Capital
New York
-$16.3M
2
SAM
Serengeti Asset Management
New York
-$2.94M
3
Norges Bank
Norges Bank
Norway
-$2.01M
4
BCM
Bridgeway Capital Management
Texas
-$1.35M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.03M +$183K +24,969 +20%
Millennium Management
27
Millennium Management
New York
$915K +$348K +47,573 +57%
Bank of America
28
Bank of America
North Carolina
$858K -$342K -46,799 -28%
Charles Schwab
29
Charles Schwab
California
$735K +$237K +32,379 +44%
Morgan Stanley
30
Morgan Stanley
New York
$700K -$74.1K -10,133 -9%
Goldman Sachs
31
Goldman Sachs
New York
$697K +$625K +85,498 +583%
Renaissance Technologies
32
Renaissance Technologies
New York
$665K +$699K +95,600 New
Legal & General Group
33
Legal & General Group
United Kingdom
$637K +$367K +50,233 +122%
CI
34
Cambiar Investors
Colorado
$485K – – –
BCM
35
Bienville Capital Management
New York
$483K – – –
JMPWA
36
JP Morgan Private Wealth Advisors
California
$454K – – –
CFM
37
Coronation Fund Managers
South Africa
$451K – – –
Wellington Management Group
38
Wellington Management Group
Massachusetts
$445K -$16.7K -2,287 -3%
RCG
39
Rock Creek Group
District of Columbia
$442K -$220K -30,142 -32%
CM
40
CoreCommodity Management
Connecticut
$390K -$335K -45,803 -45%
IAA
41
Ironsides Asset Advisors
North Carolina
$347K – – –
ARTA
42
A.R.T. Advisors
New York
$322K +$338K +46,225 New
HI
43
HBK Investments
Texas
$286K -$181K -24,734 -38%
SEI Investments
44
SEI Investments
Pennsylvania
$281K – – –
GAM
45
Gotham Asset Management
New York
$268K +$46.5K +6,354 +20%
IA
46
IndexIQ Advisors
New York
$267K +$24.8K +3,391 +10%
CC
47
Cipher Capital
New York
$255K -$34.3K -4,691 -11%
Vanguard Group
48
Vanguard Group
Pennsylvania
$217K +$4.05K +554 +2%
AIM
49
Assured Investment Management
New York
$203K -$515K -70,379 -71%
Allianz Asset Management
50
Allianz Asset Management
Germany
$200K – – –
1
2
3 4

AGRO Hedge Fund Activity: Q4 2018 in Review

77 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2018, worth a combined $367M — down 3.8% from $381M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AGRO and 9 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was Route One Investment Company, adding an estimated $11.4M. The largest seller was PointState Capital, cutting an estimated $16.3M.

  • 77 institutional investors held Adecoagro (AGRO) as of Q4 2018, down from 80 in Q3 2018.
  • Funds reported $367M of Adecoagro stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 9 funds opened new Adecoagro positions in Q4 2018 and 12 closed out, a net change of -3 holders.
  • The largest Adecoagro buyer in Q4 2018 was Route One Investment Company, an estimated $11.4M added.
  • The largest Adecoagro seller in Q4 2018 was PointState Capital, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2018.