Adecoagro
AGRO
60 hedge funds and large institutions have $436M invested in Adecoagro in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 9 closing their positions.
49% more capital invested
Capital invested by funds: $294M → $436M (+$143M)
1.31% more ownership
Funds ownership: 53.19% → 54.5% (+1.3%)
5% more call options, than puts
Call options by funds: $215K | Put options by funds: $204K
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
3% less funds holding
Funds holding: 62 → 60 (-2)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$15.9M |
| 2 |
WGI
Westwood Global Investments
Boston,
Massachusetts
|
+$3.41M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$1.55M |
| 4 |
Morgan Stanley
New York
|
+$775K |
| 5 |
SC
Sagil Capital
London,
United Kingdom
|
+$722K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$5.77M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$2.22M |
| 3 |
Jennison Associates
New York
|
-$2.18M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$1.72M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.2M |
AGRO Hedge Fund Activity: Q4 2020 in Review
60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2020, worth a combined $436M — up 49% from $294M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of AGRO and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.
The largest buyer was Russell Investments Group, adding an estimated $15.9M. The largest seller was Brandes Investment Partners, cutting an estimated $5.77M.
- 60 institutional investors held Adecoagro (AGRO) as of Q4 2020, down from 62 in Q3 2020.
- Funds reported $436M of Adecoagro stock for Q4 2020, up 49% quarter-over-quarter.
- 7 funds opened new Adecoagro positions in Q4 2020 and 9 closed out, a net change of -2 holders.
- The largest Adecoagro buyer in Q4 2020 was Russell Investments Group, an estimated $15.9M added.
- The largest Adecoagro seller in Q4 2020 was Brandes Investment Partners, an estimated $5.77M sold.
Based on aggregated 13F filings for Q4 2020.