Adecoagro
AGRO
55 hedge funds and large institutions have $510M invested in Adecoagro in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more capital invested
Capital invested by funds: $436M → $510M (+$74.1M)
0.64% less ownership
Funds ownership: 56.91% → 56.27% (-0.64%)
4% less funds holding
Funds holding: 57 → 55 (-2)
14% less call options, than puts
Call options by funds: $214K | Put options by funds: $249K
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
+$3.87M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$1.89M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$1.84M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$344K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.86M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.32M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
-$1.84M |
| 4 |
PI
PineBridge Investments
New York
|
-$1.8M |
| 5 |
GTP
Global Thematic Partners
New York
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
51
Mizuho Asset Management
Tokyo,
Japan
| $3K | – | – | – |
|
|
BFA
52
BlackRock Fund Advisors
San Francisco,
California
| $2K | -$861 | -126 | -28% |
|
|
WA
53
WFG Advisors
Dallas,
Texas
| $1K | – | – | – |
|
|
PI
54
PineBridge Investments
New York
| – | -$1.8M | -287,711 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$450K | -65,871 | Closed |
|
56
Nomura Holdings
Tokyo,
Japan
| – | -$231K | -36,880 | Closed |
|
|
PP
57
PDT Partners
New York
| – | -$151K | -24,112 | Closed |
|
|
SCM
58
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$87K | -13,840 | Closed |
|
59
Citigroup
New York
| – | -$3K | -440 | -96% |
|
60
AllianceBernstein
Nashville,
Tennessee
| – | +$96 | +14 | New |
|
AGRO Hedge Fund Activity: Q3 2013 in Review
55 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2013, worth a combined $510M — up 17% from $436M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AGRO and 4 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 14 added.
The largest buyer was Tradewinds Global Investors, adding an estimated $3.87M. The largest seller was Wellington Management Group, cutting an estimated $2.86M.
- 55 institutional investors held Adecoagro (AGRO) as of Q3 2013, down from 57 in Q2 2013.
- Funds reported $510M of Adecoagro stock for Q3 2013, up 17% quarter-over-quarter.
- 4 funds opened new Adecoagro positions in Q3 2013 and 5 closed out, a net change of -1 holder.
- The largest Adecoagro buyer in Q3 2013 was Tradewinds Global Investors, an estimated $3.87M added.
- The largest Adecoagro seller in Q3 2013 was Wellington Management Group, an estimated $2.86M sold.
Based on aggregated 13F filings for Q3 2013.