We are live on ! Find out more
AGRO icon

Adecoagro
AGRO

60 hedge funds and large institutions have $436M invested in Adecoagro in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $294M → $436M (+$143M)

1.31% more ownership

Funds ownership: 53.19% → 54.5% (+1.3%)

5% more call options, than puts

Call options by funds: $215K | Put options by funds: $204K

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3% less funds holding

Funds holding: 62 → 60 (-2)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
7
Increased
20
Reduced
22
Closed
9
Calls
$215K
Puts
$204K
Net Calls
+$11K
Net Calls Change
+$79K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$15.9M
2
WGI
Westwood Global Investments
Massachusetts
+$3.41M
3
Boston Partners
Boston Partners
Massachusetts
+$1.55M
4
Morgan Stanley
Morgan Stanley
New York
+$775K
5
SC
Sagil Capital
United Kingdom
+$722K

Top Sellers

1
BIP
Brandes Investment Partners
California
-$5.77M
2
AC
Almitas Capital
California
-$2.22M
3
Jennison Associates
Jennison Associates
New York
-$2.18M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$1.72M
5
Norges Bank
Norges Bank
Norway
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$993K +$4.01K +725 +0.5%
ACJ
27
Autonomy Capital (Jersey)
Jersey
$886K – – –
HSBC Holdings
28
HSBC Holdings
United Kingdom
$880K +$89.4K +16,171 +14%
Northern Trust
29
Northern Trust
Illinois
$833K -$29.9K -5,419 -4%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$774K +$124K +22,436 +25%
Citigroup
31
Citigroup
New York
$707K – – –
CS
32
Credit Suisse
Switzerland
$662K +$33.8K +6,111 +7%
SEI Investments
33
SEI Investments
Pennsylvania
$662K +$60.2K +10,899 +13%
N
34
Nuveen
North Carolina
$544K -$126K -22,800 -22%
GCP
35
GSA Capital Partners
United Kingdom
$524K +$426K +76,994 New
Millennium Management
36
Millennium Management
New York
$452K +$367K +66,398 New
JMPWA
37
JP Morgan Private Wealth Advisors
California
$435K – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$398K -$98.9K -17,900 -23%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$319K – – –
PPA
40
Parametric Portfolio Associates
Washington
$314K -$143K -25,906 -36%
Vanguard Group
41
Vanguard Group
Pennsylvania
$288K -$38.7K -7,005 -14%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$256K -$200K -36,235 -49%
Deutsche Bank
43
Deutsche Bank
Germany
$229K -$26.5K -4,788 -12%
EGM
44
Engineers Gate Manager
New York
$225K +$26.1K +4,718 +17%
Renaissance Technologies
45
Renaissance Technologies
New York
$205K -$106K -19,100 -39%
HFP
46
Holistic Financial Partners
Indiana
$155K – – –
Walleye Trading
47
Walleye Trading
New York
$151K -$6.57K -1,188 -5%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$136K – – –
WCA
49
Windsor Creek Advisors
Vermont
$116K +$94K +17,010 New
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$103K +$83.5K +15,108 New
1
2
3

AGRO Hedge Fund Activity: Q4 2020 in Review

60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2020, worth a combined $436M — up 49% from $294M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AGRO and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Russell Investments Group, adding an estimated $15.9M. The largest seller was Brandes Investment Partners, cutting an estimated $5.77M.

  • 60 institutional investors held Adecoagro (AGRO) as of Q4 2020, down from 62 in Q3 2020.
  • Funds reported $436M of Adecoagro stock for Q4 2020, up 49% quarter-over-quarter.
  • 7 funds opened new Adecoagro positions in Q4 2020 and 9 closed out, a net change of -2 holders.
  • The largest Adecoagro buyer in Q4 2020 was Russell Investments Group, an estimated $15.9M added.
  • The largest Adecoagro seller in Q4 2020 was Brandes Investment Partners, an estimated $5.77M sold.

Based on aggregated 13F filings for Q4 2020.