Adecoagro
AGRO
79 hedge funds and large institutions have $485M invested in Adecoagro in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
51% more capital invested
Capital invested by funds: $320M → $485M (+$165M)
14% more funds holding
Funds holding: 69 → 79 (+10)
2.23% more ownership
Funds ownership: 47.06% → 49.29% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$2.33M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.26M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$2.14M |
| 5 |
Morgan Stanley
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sagil Capital
London,
United Kingdom
|
-$3.28M |
| 2 |
6CM
683 Capital Management
New York
|
-$1.75M |
| 3 |
SAM
Serengeti Asset Management
New York
|
-$1.46M |
| 4 |
Millennium Management
New York
|
-$760K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$717K |
AGRO Hedge Fund Activity: Q4 2019 in Review
79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2019, worth a combined $485M — up 51% from $320M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AGRO positions and 9 closed out — a net gain of 10 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12.5M. The largest seller was Sagil Capital, cutting an estimated $3.28M.
- 79 institutional investors held Adecoagro (AGRO) as of Q4 2019, up from 69 in Q3 2019.
- Funds reported $485M of Adecoagro stock for Q4 2019, up 51% quarter-over-quarter.
- 19 funds opened new Adecoagro positions in Q4 2019 and 9 closed out, a net change of +10 holders.
- The largest Adecoagro buyer in Q4 2019 was Fidelity Investments, an estimated $12.5M added.
- The largest Adecoagro seller in Q4 2019 was Sagil Capital, an estimated $3.28M sold.
Based on aggregated 13F filings for Q4 2019.