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Adecoagro
AGRO

92 hedge funds and large institutions have $943M invested in Adecoagro in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $267K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $617M → $943M (+$326M)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

31% more funds holding

Funds holding: 70 → 92 (+22)

0.66% less ownership

Funds ownership: 64.08% → 63.42% (-0.66%)

Holders
92
Holders Change
+22
Holders Change %
+31.43%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
30
Increased
30
Reduced
20
Closed
8
Calls
$2.35M
Puts
$267K
Net Calls
+$2.08M
Net Calls Change
-$605K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$9.82M
3
PC
PointState Capital
New York
+$6.79M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.88M
5
EC
EMS Capital
New York
+$3.8M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$27.9M
2
TGI
Tradewinds Global Investors
California
-$13.2M
3
OM
Ospraie Management
New York
-$12.6M
4
GTP
Global Thematic Partners
New York
-$12M
5
Franklin Resources
Franklin Resources
California
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
SFMG Wealth Advisors
Texas
$145K – – –
Jane Street
77
Jane Street
New York
$126K +$108K +10,263 New
CCIA
78
Campbell & Co Investment Adviser
Maryland
$124K -$76.1K -7,214 -42%
Barclays
79
Barclays
United Kingdom
$118K +$104K +9,847 New
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$96.2K +$23.6K +2,234 +40%
Citigroup
81
Citigroup
New York
$95K -$75.5K -7,158 -48%
Simplex Trading
82
Simplex Trading
Illinois
$53K +$44.8K +4,243 +3,690%
CG
83
Cutler Group
California
$44K +$37.9K +3,596 New
Walleye Trading
84
Walleye Trading
New York
$43K +$27.4K +2,600 +289%
TRCT
85
Tower Research Capital (TRC)
New York
$31K -$14K -1,325 -34%
JIC
86
Joel Isaacson & Co
New York
$18K – – –
Group One Trading
87
Group One Trading
Illinois
$11K +$8.44K +800 +714%
JWA
88
JFS Wealth Advisors
Pennsylvania
$7K -$4.85K -460 -45%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$6K -$390 -37 -7%
AIG
90
American International Group
New York
$6K – – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$6K – – –
NFG
92
Next Financial Group
Texas
$1K – – –
Franklin Resources
93
Franklin Resources
California
– -$7.96M -1,000,177 Closed
Point72 Asset Management
94
Point72 Asset Management
Connecticut
– -$1.42M -178,800 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$550K -69,051 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– -$489K -61,375 Closed
SR
97
Sloane Robinson
United Kingdom
– -$476K -59,800 Closed
AR
98
Advisory Research
Illinois
– -$274K -34,376 Closed
OWD
99
Osborn Williams & Donohoe
Ohio
– -$190K -23,400 Closed
Creative Planning
100
Creative Planning
Kansas
– -$1K -131 Closed
1 2 3
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AGRO Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2015, worth a combined $943M — up 53% from $617M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AGRO positions and 8 closed out — a net gain of 22 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Brandes Investment Partners, cutting an estimated $27.9M.

  • 92 institutional investors held Adecoagro (AGRO) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $943M of Adecoagro stock for Q4 2015, up 53% quarter-over-quarter.
  • 30 funds opened new Adecoagro positions in Q4 2015 and 8 closed out, a net change of +22 holders.
  • The largest Adecoagro buyer in Q4 2015 was Morgan Stanley, an estimated $12.8M added.
  • The largest Adecoagro seller in Q4 2015 was Brandes Investment Partners, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2015.