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Adecoagro
AGRO

112 hedge funds and large institutions have $544M invested in Adecoagro in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

118% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $630K

29% more funds holding

Funds holding: 87 → 112 (+25)

0.64% more ownership

Funds ownership: 44.88% → 45.53% (+0.64%)

4% less capital invested

Capital invested by funds: $565M → $544M (-$20.7M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
112
Holders Change
+25
Holders Change %
+28.74%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
44
Reduced
18
Closed
11
Calls
$1.37M
Puts
$630K
Net Calls
+$744K
Net Calls Change
-$1M

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
+$14.5M
2
Morgan Stanley
Morgan Stanley
New York
+$12.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.17M
5
CCM
Causeway Capital Management
California
+$4.08M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$23M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$19.4M
3
ROIC
Route One Investment Company
California
-$15.7M
4
SC
Sagil Capital
United Kingdom
-$8.31M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$3.78M +$2.18M +197,730 +138%
BlackRock
27
BlackRock
New York
$3.5M +$641K +58,244 +23%
CAM
28
Claret Asset Management
Quebec, Canada
$3.34M +$100K +9,110 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$3.33M +$1.73M +156,986 +110%
MFS
30
Mirabella Financial Services
United Kingdom
$3.17M +$3.14M +285,400 New
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$2.8M +$2.46M +223,449 +788%
Citigroup
32
Citigroup
New York
$2.63M – – –
SC
33
Sapient Capital
Indiana
$2.29M +$2.27M +206,627 New
WLC
34
Walnut Level Capital
Colorado
$2.2M +$2.18M +198,317 New
CCG
35
Cloverfields Capital Group
Minnesota
$2.08M +$335K +30,489 +19%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$2.07M -$220K -19,967 -10%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$1.89M +$1.58M +143,584 +537%
HF
38
HRT Financial
New York
$1.84M +$1.83M +166,254 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$1.78M +$1.76M +160,200 New
SAM
40
Storebrand Asset Management
Norway
$1.76M – – –
BRWA
41
B. Riley Wealth Advisors
Florida
$1.74M +$363K +33,000 +27%
EGM
42
Engineers Gate Manager
New York
$1.6M +$785K +71,339 +98%
Boston Partners
43
Boston Partners
Massachusetts
$1.48M -$1.72M -156,099 -54%
GCP
44
GSA Capital Partners
United Kingdom
$1.24M +$870K +79,114 +241%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M +$387K +35,180 +53%
SPS
46
Susquehanna Portfolio Strategies
Pennsylvania
$1.05M +$1.04M +94,734 New
Legal & General Group
47
Legal & General Group
United Kingdom
$1.03M – – –
DTL
48
Dynamic Technology Lab
Singapore
$958K +$950K +86,307 New
JF
49
Jump Financial
Illinois
$953K +$303K +27,500 +47%
NRD
50
Nebula Research & Development
New York
$857K +$849K +77,172 New
1
2
3 4 5

AGRO Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2023, worth a combined $544M — down 3.7% from $565M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGRO positions and 11 closed out — a net gain of 25 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Discovery Capital Management, adding an estimated $14.5M. The largest seller was Bank of New York Mellon, cutting an estimated $23M.

  • 112 institutional investors held Adecoagro (AGRO) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $544M of Adecoagro stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 36 funds opened new Adecoagro positions in Q4 2023 and 11 closed out, a net change of +25 holders.
  • The largest Adecoagro buyer in Q4 2023 was Discovery Capital Management, an estimated $14.5M added.
  • The largest Adecoagro seller in Q4 2023 was Bank of New York Mellon, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2023.