Adecoagro
AGRO
115 hedge funds and large institutions have $466M invested in Adecoagro in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.
138% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $437K
58% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 31
1.83% more ownership
Funds ownership: 44.2% → 46.03% (+1.8%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 115 → 115 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less capital invested
Capital invested by funds: $516M → $466M (-$49.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$6.92M |
| 2 |
HIG
Herr Investment Group
Austin,
Texas
|
+$6.38M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
+$6M |
| 4 |
6CM
683 Capital Management
New York
|
+$5.18M |
| 5 |
Jennison Associates
New York
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$15.9M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$7.16M |
| 3 |
Millennium Management
New York
|
-$5.41M |
| 4 |
Morgan Stanley
New York
|
-$3.71M |
| 5 |
Walleye Capital
New York
|
-$3.1M |
AGRO Hedge Fund Activity: Q2 2024 in Review
115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2024, worth a combined $466M — down 9.6% from $516M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AGRO positions and 18 closed out — a net gain of 1 holder — while 49 added to existing stakes and 31 trimmed.
The largest buyer was Discovery Capital Management, adding an estimated $6.92M. The largest seller was Route One Investment Company, cutting an estimated $15.9M.
- 115 institutional investors held Adecoagro (AGRO) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $466M of Adecoagro stock for Q2 2024, down 9.6% quarter-over-quarter.
- 19 funds opened new Adecoagro positions in Q2 2024 and 18 closed out, a net change of +1 holder.
- The largest Adecoagro buyer in Q2 2024 was Discovery Capital Management, an estimated $6.92M added.
- The largest Adecoagro seller in Q2 2024 was Route One Investment Company, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2024.