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Adecoagro
AGRO

70 hedge funds and large institutions have $394M invested in Adecoagro in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

5% more capital invested

Capital invested by funds: $374M → $394M (+$19.2M)

0.35% more ownership

Funds ownership: 46.61% → 46.96% (+0.35%)

13% less funds holding

Funds holding: 80 → 70 (-10)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
70
Holders Change
-10
Holders Change %
-12.5%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
9
Increased
19
Reduced
26
Closed
19
Calls
$292K
Puts
–
Net Calls
+$292K
Net Calls Change
-$6.52M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.3M
2
SC
Sagil Capital
United Kingdom
+$7.08M
3
EC
EMS Capital
New York
+$6.59M
4
ROIC
Route One Investment Company
California
+$3.96M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$12.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.98M
3
PSCM
Prince Street Capital Management
New York
-$1.69M
4
HCMT
Highland Capital Management (Texas)
Texas
-$1.59M
5
PPA
Parametric Portfolio Associates
Washington
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACJ
26
Autonomy Capital (Jersey)
Jersey
$1.64M – – –
ECM
27
Evergreen Capital Management
Washington
$1.62M +$26.1K +3,825 +2%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$1.42M -$621K -90,886 -31%
Northern Trust
29
Northern Trust
Illinois
$1.38M +$679K +99,447 +106%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.18M – – –
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.15M +$1.1M +161,304 New
Legal & General Group
32
Legal & General Group
United Kingdom
$1.11M -$547K -80,133 -34%
Bank of America
33
Bank of America
North Carolina
$1.01M -$460K -67,347 -32%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$955K +$253K +36,980 +38%
Vanguard Group
35
Vanguard Group
Pennsylvania
$619K +$373K +54,593 +170%
CS
36
Credit Suisse
Switzerland
$603K -$619K -90,573 -52%
Morgan Stanley
37
Morgan Stanley
New York
$568K -$63.5K -9,298 -10%
US Bancorp
38
US Bancorp
Minnesota
$552K +$12.3K +1,800 +2%
SEI Investments
39
SEI Investments
Pennsylvania
$548K +$96.8K +14,172 +23%
CI
40
Cambiar Investors
Colorado
$497K – – –
BCM
41
Bienville Capital Management
New York
$494K – – –
JMPWA
42
JP Morgan Private Wealth Advisors
California
$466K -$25.1K -3,670 -5%
WCM
43
Weld Capital Management
New York
$406K +$388K +56,795 New
CM
44
CoreCommodity Management
Connecticut
$400K – – –
N
45
Nuveen
North Carolina
$391K +$374K +54,700 New
Renaissance Technologies
46
Renaissance Technologies
New York
$348K -$875K -128,143 -72%
PI
47
PEAK6 Investments
Illinois
$319K +$306K +44,729 New
IAA
48
Ironsides Asset Advisors
North Carolina
$299K – – –
IA
49
IndexIQ Advisors
New York
$258K -$18.1K -2,656 -7%
ARTA
50
A.R.T. Advisors
New York
$257K +$164K +23,998 +200%
1
2
3 4

AGRO Hedge Fund Activity: Q2 2019 in Review

70 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2019, worth a combined $394M — up 5.1% from $374M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AGRO and 9 opened new positions — a net loss of 10 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was BlackRock, adding an estimated $12.3M. The largest seller was Jennison Associates, cutting an estimated $12.1M.

  • 70 institutional investors held Adecoagro (AGRO) as of Q2 2019, down from 80 in Q1 2019.
  • Funds reported $394M of Adecoagro stock for Q2 2019, up 5.1% quarter-over-quarter.
  • 9 funds opened new Adecoagro positions in Q2 2019 and 19 closed out, a net change of -10 holders.
  • The largest Adecoagro buyer in Q2 2019 was BlackRock, an estimated $12.3M added.
  • The largest Adecoagro seller in Q2 2019 was Jennison Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2019.