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Adecoagro
AGRO

92 hedge funds and large institutions have $943M invested in Adecoagro in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $267K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $617M → $943M (+$326M)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

31% more funds holding

Funds holding: 70 → 92 (+22)

0.66% less ownership

Funds ownership: 64.08% → 63.42% (-0.66%)

Holders
92
Holders Change
+22
Holders Change %
+31.43%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
30
Increased
30
Reduced
20
Closed
8
Calls
$2.35M
Puts
$267K
Net Calls
+$2.08M
Net Calls Change
-$605K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$9.82M
3
PC
PointState Capital
New York
+$6.79M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.88M
5
EC
EMS Capital
New York
+$3.8M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$27.9M
2
TGI
Tradewinds Global Investors
California
-$13.2M
3
OM
Ospraie Management
New York
-$12.6M
4
GTP
Global Thematic Partners
New York
-$12M
5
Franklin Resources
Franklin Resources
California
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
51
Picton Mahoney Asset Management
Ontario, Canada
$629K +$540K +51,200 New
GC
52
Guggenheim Capital
Illinois
$620K +$532K +50,412 New
TI
53
Trexquant Investment
Connecticut
$618K +$531K +50,300 New
PG
54
PEAK6 Group
Illinois
$557K +$311K +29,473 +186%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$526K +$451K +42,800 New
Ninety One (UK)
56
Ninety One (UK)
United Kingdom
$489K +$66.7K +6,327 +19%
EDRAMF
57
Edmond de Rothschild Asset Management (France)
France
$486K +$417K +39,570 New
EDRH
58
Edmond de Rothschild Holding
Switzerland
$486K +$417K +39,570 New
JP Morgan Chase
59
JP Morgan Chase
New York
$457K +$392K +37,194 New
PP
60
PDT Partners
New York
$457K +$392K +37,200 New
IA
61
IndexIQ Advisors
New York
$421K -$85.2K -8,081 -19%
CI
62
Cambiar Investors
Colorado
$353K – – –
FAM
63
Fred Alger Management
New York
$298K +$255K +24,220 New
UBS Group
64
UBS Group
Switzerland
$282K +$45.4K +4,305 +23%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$245K -$24.7K -2,341 -11%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$230K +$197K +18,700 New
DTL
67
Dynamic Technology Lab
Singapore
$216K +$186K +17,598 New
TC
68
TFS Capital
Pennsylvania
$187K -$31K -2,938 -16%
AAM
69
Advisors Asset Management
Colorado
$181K -$28.7K -2,717 -16%
Vanguard Group
70
Vanguard Group
Pennsylvania
$176K – – –
Nomura Holdings
71
Nomura Holdings
Japan
$176K +$151K +14,341 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$172K +$144K +13,622 +3,652%
EMG
73
Ellington Management Group
Connecticut
$170K +$146K +13,800 New
GCP
74
GSA Capital Partners
United Kingdom
$163K +$140K +13,287 New
KBC Group
75
KBC Group
Belgium
$155K – – –
1 2
3
4

AGRO Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2015, worth a combined $943M — up 53% from $617M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AGRO positions and 8 closed out — a net gain of 22 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Brandes Investment Partners, cutting an estimated $27.9M.

  • 92 institutional investors held Adecoagro (AGRO) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $943M of Adecoagro stock for Q4 2015, up 53% quarter-over-quarter.
  • 30 funds opened new Adecoagro positions in Q4 2015 and 8 closed out, a net change of +22 holders.
  • The largest Adecoagro buyer in Q4 2015 was Morgan Stanley, an estimated $12.8M added.
  • The largest Adecoagro seller in Q4 2015 was Brandes Investment Partners, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2015.