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Adecoagro
AGRO

66 hedge funds and large institutions have $580M invested in Adecoagro in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

20% more funds holding

Funds holding: 55 → 66 (+11)

14% more capital invested

Capital invested by funds: $510M → $580M (+$70.4M)

2.33% more ownership

Funds ownership: 56.27% → 58.6% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

92% less call options, than puts

Call options by funds: $10K | Put options by funds: $128K

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
17
Reduced
16
Closed
2
Calls
$10K
Puts
$128K
Net Calls
-$118K
Net Calls Change
-$83K

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$6.5M
2
HI
HBK Investments
Texas
+$5.08M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.42M
4
CS
Credit Suisse
Switzerland
+$2.81M
5
Jennison Associates
Jennison Associates
New York
+$1.94M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2M
2
BG
BlackRock Group
United Kingdom
-$1.11M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$1.06M
4
OM
Ospraie Management
New York
-$915K
5
U
UBS
Switzerland
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Argentus Capital Management
Texas
$88K – – –
LSA
52
Liberty Street Advisors
New York
$88K – – –
Wells Fargo
53
Wells Fargo
California
$85K +$83K +10,450 New
DTL
54
Dynamic Technology Lab
Singapore
$83K +$81.6K +10,269 New
DAM
55
Deltec Asset Management
New York
$81K +$79.4K +10,000 New
AIG
56
American International Group
New York
$39.1K – – –
JIC
57
Joel Isaacson & Co
New York
$28K – – –
Group One Trading
58
Group One Trading
Illinois
$13K -$56.4K -7,100 -81%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$6K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$4K – – –
BFA
61
BlackRock Fund Advisors
California
$3K – – –
MAM
62
Mizuho Asset Management
Japan
$3K – – –
Citigroup
63
Citigroup
New York
$2K +$1.65K +208 +1,040%
WA
64
WFG Advisors
Texas
$1K – – –
PG
65
PEAK6 Group
Illinois
– -$269K -72,554 Closed
Chevy Chase Trust
66
Chevy Chase Trust
Maryland
– -$91K -12,250 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$4.65K -586 -98%
1 2
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AGRO Hedge Fund Activity: Q4 2013 in Review

66 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2013, worth a combined $580M — up 14% from $510M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AGRO positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $1.2M.

  • 66 institutional investors held Adecoagro (AGRO) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $580M of Adecoagro stock for Q4 2013, up 14% quarter-over-quarter.
  • 13 funds opened new Adecoagro positions in Q4 2013 and 2 closed out, a net change of +11 holders.
  • The largest Adecoagro buyer in Q4 2013 was Franklin Resources, an estimated $6.5M added.
  • The largest Adecoagro seller in Q4 2013 was Morgan Stanley, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2013.