Adecoagro
AGRO
65 hedge funds and large institutions have $700M invested in Adecoagro in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 6 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
21% more capital invested
Capital invested by funds: $577M → $700M (+$123M)
5% more funds holding
Funds holding: 62 → 65 (+3)
3.91% more ownership
Funds ownership: 57.64% → 61.56% (+3.9%)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Harbinger Holdings
New York
|
+$16.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$8.81M |
| 3 |
EC
EMS Capital
New York
|
+$6.36M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$5.19M |
| 5 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.28M |
| 2 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$3.24M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$1.54M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$1.14M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$818K |
AGRO Hedge Fund Activity: Q2 2014 in Review
65 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2014, worth a combined $700M — up 21% from $577M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGRO positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 24 trimmed.
The largest buyer was Harbinger Holdings, opening a new position worth an estimated $16.5M. The largest seller was Wellington Management Group, cutting an estimated $7.28M.
- 65 institutional investors held Adecoagro (AGRO) as of Q2 2014, up from 62 in Q1 2014.
- Funds reported $700M of Adecoagro stock for Q2 2014, up 21% quarter-over-quarter.
- 9 funds opened new Adecoagro positions in Q2 2014 and 6 closed out, a net change of +3 holders.
- The largest Adecoagro buyer in Q2 2014 was Harbinger Holdings, an estimated $16.5M added.
- The largest Adecoagro seller in Q2 2014 was Wellington Management Group, an estimated $7.28M sold.
Based on aggregated 13F filings for Q2 2014.