Adecoagro
AGRO
107 hedge funds and large institutions have $596M invested in Adecoagro in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 16 closing their positions.
4,374% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $338K
56% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 27
2% more capital invested
Capital invested by funds: $587M → $596M (+$9.16M)
2.55% less ownership
Funds ownership: 48.01% → 45.46% (-2.6%)
5% less funds holding
Funds holding: 113 → 107 (-6)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$8.12M |
| 2 |
Millennium Management
New York
|
+$5.23M |
| 3 |
D.E. Shaw & Co
New York
|
+$4.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 5 |
Renaissance Technologies
New York
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.1M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$7.71M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.18M |
| 4 |
BCM
Bienville Capital Management
New York
|
-$5.39M |
| 5 |
PSCM
Prince Street Capital Management
New York
|
-$5.38M |
AGRO Hedge Fund Activity: Q3 2017 in Review
107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2017, worth a combined $596M — up 1.6% from $587M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of AGRO and 12 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 42 added.
The largest buyer was Norges Bank, adding an estimated $8.12M. The largest seller was Morgan Stanley, cutting an estimated $20.1M.
- 107 institutional investors held Adecoagro (AGRO) as of Q3 2017, down from 113 in Q2 2017.
- Funds reported $596M of Adecoagro stock for Q3 2017, up 1.6% quarter-over-quarter.
- 12 funds opened new Adecoagro positions in Q3 2017 and 16 closed out, a net change of -4 holders.
- The largest Adecoagro buyer in Q3 2017 was Norges Bank, an estimated $8.12M added.
- The largest Adecoagro seller in Q3 2017 was Morgan Stanley, an estimated $20.1M sold.
Based on aggregated 13F filings for Q3 2017.