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Adecoagro
AGRO

76 hedge funds and large institutions have $700M invested in Adecoagro in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,893% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $273K

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

2% less ownership

Funds ownership: 64.86% → 62.86% (-2%)

3% less funds holding

Funds holding: 78 → 76 (-2)

12% less capital invested

Capital invested by funds: $793M → $700M (-$93M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
12
Increased
25
Reduced
23
Closed
14
Calls
$24.6M
Puts
$273K
Net Calls
+$24.3M
Net Calls Change
+$22.5M

Top Buyers

1
BCM
Bienville Capital Management
New York
+$13.2M
2
EC
EMS Capital
New York
+$6.98M
3
Jennison Associates
Jennison Associates
New York
+$3.51M
4
SAM
Serengeti Asset Management
New York
+$1.99M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.4M
2
BIP
Brandes Investment Partners
California
-$13.3M
3
BHCM
Brevan Howard Capital Management
Jersey
-$12.4M
4
WBC
Westpac Banking Corp
Australia
-$5.59M
5
QCM
QFR Capital Management
New York
-$4.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$1K – – –
BHCM
77
Brevan Howard Capital Management
Jersey
– -$12.4M -1,243,757 Closed
WBC
78
Westpac Banking Corp
Australia
– -$5.59M -546,522 Closed
QCM
79
QFR Capital Management
New York
– -$4.83M -472,948 Closed
Norges Bank
80
Norges Bank
Norway
– -$1.41M -138,367 Closed
RCM
81
Rotella Capital Management
Washington
– -$682K -66,723 Closed
EGM
82
Engineers Gate Manager
New York
– -$202K -19,733 Closed
ST
83
Spot Trading
Illinois
– -$199K -19,477 Closed
VKH
84
Virtu KCG Holdings
New York
– -$149K -14,560 Closed
DTL
85
Dynamic Technology Lab
Singapore
– -$133K -12,993 Closed
PP
86
PDT Partners
New York
– -$131K -12,797 Closed
PG
87
PEAK6 Group
Illinois
– -$119K -11,632 Closed
LWA
88
Lowe Wealth Advisors
Maryland
– -$61K -6,000 Closed
Barclays
89
Barclays
United Kingdom
– -$32K -3,200 Closed
BC
90
Brookfield Corp
Ontario, Canada
– -$33K -3,200 Closed
1 2 3
4

AGRO Hedge Fund Activity: Q2 2015 in Review

76 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2015, worth a combined $700M — down 12% from $793M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AGRO and 12 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 25 added.

The largest buyer was Bienville Capital Management, adding an estimated $13.2M. The largest seller was Wellington Management Group, cutting an estimated $14.4M.

  • 76 institutional investors held Adecoagro (AGRO) as of Q2 2015, down from 78 in Q1 2015.
  • Funds reported $700M of Adecoagro stock for Q2 2015, down 12% quarter-over-quarter.
  • 12 funds opened new Adecoagro positions in Q2 2015 and 14 closed out, a net change of -2 holders.
  • The largest Adecoagro buyer in Q2 2015 was Bienville Capital Management, an estimated $13.2M added.
  • The largest Adecoagro seller in Q2 2015 was Wellington Management Group, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2015.