Adecoagro
AGRO
115 hedge funds and large institutions have $777M invested in Adecoagro in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 12 closing their positions.
322,867% more call options, than puts
Call options by funds: $9.69M | Put options by funds: $3K
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
16% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 31
8% more funds holding
Funds holding: 106 → 115 (+9)
5% more capital invested
Capital invested by funds: $738M → $777M (+$39M)
2.39% less ownership
Funds ownership: 58.5% → 56.11% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$21.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$21.1M |
| 3 |
Morgan Stanley
New York
|
+$8.02M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$7.43M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
-$35.2M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$16.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$11.8M |
| 4 |
BCM
Bienville Capital Management
New York
|
-$9.84M |
| 5 |
CC
Carrhae Capital
London,
United Kingdom
|
-$7.78M |
AGRO Hedge Fund Activity: Q1 2017 in Review
115 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2017, worth a combined $777M — up 5.3% from $738M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AGRO positions and 12 closed out — a net gain of 13 holders — while 36 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Soros Fund Management, cutting an estimated $35.2M.
- 115 institutional investors held Adecoagro (AGRO) as of Q1 2017, up from 106 in Q4 2016.
- Funds reported $777M of Adecoagro stock for Q1 2017, up 5.3% quarter-over-quarter.
- 25 funds opened new Adecoagro positions in Q1 2017 and 12 closed out, a net change of +13 holders.
- The largest Adecoagro buyer in Q1 2017 was BlackRock, an estimated $21.8M added.
- The largest Adecoagro seller in Q1 2017 was Soros Fund Management, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2017.