We are live on ! Find out more
AGRO icon

Adecoagro
AGRO

92 hedge funds and large institutions have $552M invested in Adecoagro in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.41M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

17% more capital invested

Capital invested by funds: $470M → $552M (+$82M)

9% less funds holding

Funds holding: 101 → 92 (-9)

10.84% less ownership

Funds ownership: 52% → 41.16% (-11%)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

Holders
92
Holders Change
-9
Holders Change %
-8.91%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
26
Reduced
35
Closed
28
Calls
$2.19M
Puts
$1.41M
Net Calls
+$777K
Net Calls Change
+$638K

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$10.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$10.3M
3
EVCM
Emerging Variant Capital Management
New York
+$8.91M
4
DCM
Discovery Capital Management
Connecticut
+$6.09M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$5.66M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.9M
2
Man Group
Man Group
United Kingdom
-$10.9M
3
MCM
Moon Capital Management
New York
-$6.82M
4
SC
Sagil Capital
United Kingdom
-$5.84M
5
MPM
MBB Public Markets
Illinois
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$3.34M -$1.61M -174,779 -39%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$3.34M -$252K -27,363 -9%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.96M -$479K -51,960 -18%
Parallax Volatility Advisers
29
Parallax Volatility Advisers
California
$2.86M +$2.18M +236,424 New
Citadel Advisors
30
Citadel Advisors
Florida
$2.53M -$1.61M -175,074 -46%
SAM
31
Storebrand Asset Management
Norway
$2.45M – – –
CM
32
CoreCommodity Management
Connecticut
$2.43M +$586K +63,657 +46%
Charles Schwab
33
Charles Schwab
California
$2.11M +$1.61M +174,329 New
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$2.09M +$68.9K +7,476 +5%
PP
35
PDT Partners
New York
$2.08M +$174K +18,916 +12%
Handelsbanken Fonder
36
Handelsbanken Fonder
Sweden
$2.08M – – –
Boston Partners
37
Boston Partners
Massachusetts
$1.99M +$1.52M +165,062 New
Legal & General Group
38
Legal & General Group
United Kingdom
$1.82M – – –
Wellington Management Group
39
Wellington Management Group
Massachusetts
$1.5M -$2.69M -292,214 -70%
PCM
40
Prelude Capital Management
New York
$1.47M -$267K -28,952 -19%
CAM
41
Claret Asset Management
Quebec, Canada
$1.42M -$25.2K -2,730 -2%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.37M +$1.05M +113,600 New
LPARFS
43
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.33M +$1.01M +110,000 New
SEI Investments
44
SEI Investments
Pennsylvania
$1.18M -$227K -24,650 -20%
Walleye Capital
45
Walleye Capital
New York
$1.03M -$724K -78,605 -48%
EGM
46
Engineers Gate Manager
New York
$858K -$1.42M -154,104 -68%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$789K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$780K -$82.5K -8,949 -12%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$776K -$2.15M -233,537 -78%
HighTower Advisors
50
HighTower Advisors
Illinois
$766K +$587K +63,701 New
1
2
3 4 5

AGRO Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2022, worth a combined $552M — up 17% from $470M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AGRO and 21 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 26 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $10.6M. The largest seller was Millennium Management, cutting an estimated $15.9M.

  • 92 institutional investors held Adecoagro (AGRO) as of Q1 2022, down from 101 in Q4 2021.
  • Funds reported $552M of Adecoagro stock for Q1 2022, up 17% quarter-over-quarter.
  • 21 funds opened new Adecoagro positions in Q1 2022 and 28 closed out, a net change of -7 holders.
  • The largest Adecoagro buyer in Q1 2022 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $10.6M added.
  • The largest Adecoagro seller in Q1 2022 was Millennium Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2022.