Adecoagro
AGRO
106 hedge funds and large institutions have $738M invested in Adecoagro in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 13 closing their positions.
69% more call options, than puts
Call options by funds: $1.98M | Put options by funds: $1.17M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
4% more funds holding
Funds holding: 102 → 106 (+4)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
0.78% less ownership
Funds ownership: 59.28% → 58.5% (-0.78%)
10% less capital invested
Capital invested by funds: $816M → $738M (-$77.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$7.37M |
| 2 |
TI
TT International
London,
United Kingdom
|
+$6.84M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.27M |
| 4 |
CC
Carrhae Capital
London,
United Kingdom
|
+$2.39M |
| 5 |
SAM
Serengeti Asset Management
New York
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$9.87M |
| 2 |
AWG
Alpha Wave Global
New York
|
-$7.3M |
| 3 |
CANY
Caxton Associates (New York)
New York
|
-$5.44M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
-$4.85M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.84M |
AGRO Hedge Fund Activity: Q4 2016 in Review
106 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2016, worth a combined $738M — down 9.5% from $816M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AGRO positions and 13 closed out — a net gain of 5 holders — while 32 added to existing stakes and 32 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $7.37M. The largest seller was Putnam Investments, cutting an estimated $9.87M.
- 106 institutional investors held Adecoagro (AGRO) as of Q4 2016, up from 102 in Q3 2016.
- Funds reported $738M of Adecoagro stock for Q4 2016, down 9.5% quarter-over-quarter.
- 18 funds opened new Adecoagro positions in Q4 2016 and 13 closed out, a net change of +5 holders.
- The largest Adecoagro buyer in Q4 2016 was Parametric Portfolio Associates, an estimated $7.37M added.
- The largest Adecoagro seller in Q4 2016 was Putnam Investments, an estimated $9.87M sold.
Based on aggregated 13F filings for Q4 2016.