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Adecoagro
AGRO

80 hedge funds and large institutions have $374M invested in Adecoagro in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,645% more call options, than puts

Call options by funds: $7M | Put options by funds: $187K

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 77 → 80 (+3)

1.41% more ownership

Funds ownership: 45.21% → 46.61% (+1.4%)

2% more capital invested

Capital invested by funds: $367M → $374M (+$7.81M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
30
Reduced
21
Closed
10
Calls
$7M
Puts
$187K
Net Calls
+$6.82M
Net Calls Change
+$6.81M

Top Buyers

Rank Fund Capital Flow
1
ROIC
Route One Investment Company
California
+$7.41M
2
BIP
Brandes Investment Partners
California
+$4.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.91M
4
Charles Schwab
Charles Schwab
California
+$2.56M
5
EC
EMS Capital
New York
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
PC
PointState Capital
New York
-$8.85M
2
Jennison Associates
Jennison Associates
New York
-$4.49M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$3.49M
4
Goldman Sachs
Goldman Sachs
New York
-$631K
5
CFM
Coronation Fund Managers
South Africa
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACJ
26
Autonomy Capital (Jersey)
Jersey
$1.59M – – –
ECM
27
Evergreen Capital Management
Washington
$1.54M -$997 -140 -0.1%
Bank of America
28
Bank of America
North Carolina
$1.44M +$606K +85,134 +69%
Millennium Management
29
Millennium Management
New York
$1.34M +$454K +63,747 +48%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.22M +$579K +81,278 +85%
CS
31
Credit Suisse
Switzerland
$1.21M +$1.25M +175,000 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.14M – – –
AAMU
33
Amundi Asset Management US
Massachusetts
$817K +$291K +40,911 +53%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$668K +$657K +92,273 +2,006%
Northern Trust
35
Northern Trust
Illinois
$648K -$389K -54,643 -37%
Morgan Stanley
36
Morgan Stanley
New York
$612K -$83.8K -11,773 -12%
US Bancorp
37
US Bancorp
Minnesota
$521K +$415K +58,287 +337%
CI
38
Cambiar Investors
Colorado
$480K – – –
BCM
39
Bienville Capital Management
New York
$477K -$926 -130 -0.2%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$475K +$26.1K +3,670 +6%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$475K +$491K +68,952 New
SEI Investments
42
SEI Investments
Pennsylvania
$431K +$173K +24,315 +64%
BCM
43
BlueCrest Capital Management
Jersey
$411K +$425K +59,700 New
CM
44
CoreCommodity Management
Connecticut
$386K – – –
PP
45
Paloma Partners
Connecticut
$368K +$380K +53,385 New
State Street
46
State Street
Massachusetts
$322K +$333K +46,800 New
IAA
47
Ironsides Asset Advisors
North Carolina
$288K -$57K -8,000 -16%
IA
48
IndexIQ Advisors
New York
$267K +$3.05K +428 +1%
GAM
49
Gotham Asset Management
New York
$265K -$520 -73 -0.2%
Citadel Advisors
50
Citadel Advisors
Florida
$225K +$52.8K +7,416 +29%
1
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AGRO Hedge Fund Activity: Q1 2019 in Review

80 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2019, worth a combined $374M — up 2.1% from $367M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AGRO positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Route One Investment Company, adding an estimated $7.41M. The largest seller was PointState Capital, exiting entirely with an estimated $8.85M sold.

  • 80 institutional investors held Adecoagro (AGRO) as of Q1 2019, up from 77 in Q4 2018.
  • Funds reported $374M of Adecoagro stock for Q1 2019, up 2.1% quarter-over-quarter.
  • 13 funds opened new Adecoagro positions in Q1 2019 and 10 closed out, a net change of +3 holders.
  • The largest Adecoagro buyer in Q1 2019 was Route One Investment Company, an estimated $7.41M added.
  • The largest Adecoagro seller in Q1 2019 was PointState Capital, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2019.