Adecoagro
AGRO
80 hedge funds and large institutions have $506M invested in Adecoagro in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
62% more call options, than puts
Call options by funds: $428K | Put options by funds: $265K
33% more funds holding
Funds holding: 60 → 80 (+20)
16% more capital invested
Capital invested by funds: $436M → $506M (+$69.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
0.06% less ownership
Funds ownership: 54.5% → 54.45% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.65M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.08M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$6.26M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$3.28M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$20.4M |
| 2 |
JP Morgan Chase
New York
|
-$5.9M |
| 3 |
EC
EMS Capital
New York
|
-$3.77M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.56M |
| 5 |
SC
Sagil Capital
London,
United Kingdom
|
-$2.19M |
AGRO Hedge Fund Activity: Q1 2021 in Review
80 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2021, worth a combined $506M — up 16% from $436M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AGRO positions and 6 closed out — a net gain of 21 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.65M. The largest seller was Brandes Investment Partners, cutting an estimated $20.4M.
- 80 institutional investors held Adecoagro (AGRO) as of Q1 2021, up from 60 in Q4 2020.
- Funds reported $506M of Adecoagro stock for Q1 2021, up 16% quarter-over-quarter.
- 27 funds opened new Adecoagro positions in Q1 2021 and 6 closed out, a net change of +21 holders.
- The largest Adecoagro buyer in Q1 2021 was Morgan Stanley, an estimated $9.65M added.
- The largest Adecoagro seller in Q1 2021 was Brandes Investment Partners, an estimated $20.4M sold.
Based on aggregated 13F filings for Q1 2021.