Adecoagro
AGRO
72 hedge funds and large institutions have $240M invested in Adecoagro in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 18 closing their positions.
3.28% more ownership
Funds ownership: 49.29% → 52.57% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less funds holding
Funds holding: 79 → 72 (-7)
33% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 30
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
50% less capital invested
Capital invested by funds: $485M → $240M (-$245M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$20.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.68M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$3.95M |
| 4 |
SC
Sagil Capital
London,
United Kingdom
|
+$3.12M |
| 5 |
MCM
Moon Capital Management
New York
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$4.86M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.38M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$3.04M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$2.67M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$1.35M |
AGRO Hedge Fund Activity: Q1 2020 in Review
72 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2020, worth a combined $240M — down 50% from $485M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AGRO and 11 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 20 added.
The largest buyer was Route One Investment Company, adding an estimated $20.6M. The largest seller was Charles Schwab, exiting entirely with an estimated $4.86M sold.
- 72 institutional investors held Adecoagro (AGRO) as of Q1 2020, down from 79 in Q4 2019.
- Funds reported $240M of Adecoagro stock for Q1 2020, down 50% quarter-over-quarter.
- 11 funds opened new Adecoagro positions in Q1 2020 and 18 closed out, a net change of -7 holders.
- The largest Adecoagro buyer in Q1 2020 was Route One Investment Company, an estimated $20.6M added.
- The largest Adecoagro seller in Q1 2020 was Charles Schwab, an estimated $4.86M sold.
Based on aggregated 13F filings for Q1 2020.