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Adecoagro

112 hedge funds and large institutions have $544M invested in Adecoagro in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

118% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $630K

29% more funds holding

Funds holding: 87112 (+25)

0.64% more ownership

Funds ownership: 44.88%45.53% (+0.64%)

4% less capital invested

Capital invested by funds: $565M → $544M (-$20.7M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
112
Holders Change
+25
Holders Change %
+28.74%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
44
Reduced
18
Closed
11
Calls
$1.37M
Puts
$630K
Net Calls
+$744K
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$845K +$826K +75,044 +6,936%
QC
52
Quent Capital
New York
$832K +$165K +15,000 +25%
II
53
Inspire Investing
Idaho
$776K +$169K +15,383 +28%
ECM
54
ExodusPoint Capital Management
New York
$759K +$753K +68,404 New
QT
55
Quantbot Technologies
New York
$715K +$246K +22,333 +53%
SEI Investments
56
SEI Investments
Pennsylvania
$699K +$33.5K +3,041 +5%
UOTTAIMCU
57
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$688K +$682K +61,951 New
RC
58
RBF Capital
California
$633K
GCM
59
Graham Capital Management
Connecticut
$617K +$612K +55,624 New
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$617K +$462K +42,030 +311%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$598K -$172K -15,612 -22%
QC
62
Quadrature Capital
United Kingdom
$597K +$249K +22,612 +73%
CCIA
63
Campbell & Co Investment Adviser
Maryland
$586K +$581K +52,811 New
CCC
64
Chesapeake Capital Corp
Florida
$527K +$522K +47,453 New
Marshall Wace
65
Marshall Wace
United Kingdom
$522K +$517K +46,996 New
Stifel Financial
66
Stifel Financial
Missouri
$512K +$508K +46,158 New
XT
67
XTX Topco
Cayman Islands
$511K +$507K +46,039 New
DCM
68
DGS Capital Management
New Jersey
$493K -$33.2K -3,015 -6%
AR
69
Advisory Research
Illinois
$448K +$64.4K +5,849 +17%
SOW
70
State of Wyoming
Wyoming
$442K +$359K +32,595 +454%
Verition Fund Management
71
Verition Fund Management
Connecticut
$436K +$8.1K +736 +2%
FRM
72
Fox Run Management
Connecticut
$434K +$430K +39,120 New
Jane Street
73
Jane Street
New York
$430K +$307K +27,886 +257%
VanEck Associates
74
VanEck Associates
New York
$422K -$38.5K -3,498 -8%
YIH
75
Y-Intercept (HK)
Hong Kong
$392K +$388K +35,293 New

AGRO Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2023, worth a combined $544M — down 3.7% from $565M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGRO positions and 11 closed out — a net gain of 25 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Discovery Capital Management, adding an estimated $14.5M. The largest seller was Bank of New York Mellon, cutting an estimated $23M.

  • 112 institutional investors held Adecoagro (AGRO) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $544M of Adecoagro stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 36 funds opened new Adecoagro positions in Q4 2023 and 11 closed out, a net change of +25 holders.
  • The largest Adecoagro buyer in Q4 2023 was Discovery Capital Management, an estimated $14.5M added.
  • The largest Adecoagro seller in Q4 2023 was Bank of New York Mellon, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2023.