Adecoagro
AGRO
80 hedge funds and large institutions have $381M invested in Adecoagro in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
4.15% more ownership
Funds ownership: 40.28% → 44.43% (+4.2%)
1% more funds holding
Funds holding: 79 → 80 (+1)
2% more capital invested
Capital invested by funds: $374M → $381M (+$7.41M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$27M |
| 2 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$23.2M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.41M |
| 4 |
SAM
Serengeti Asset Management
New York
|
+$3.23M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
PointState Capital
New York
|
-$10.1M |
| 2 |
BCM
Bienville Capital Management
New York
|
-$3.47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.6M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$1.83M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$1.34M |
AGRO Hedge Fund Activity: Q3 2018 in Review
80 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2018, worth a combined $381M — up 2% from $374M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AGRO positions and 15 closed out — a net gain of 2 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $27M. The largest seller was PointState Capital, cutting an estimated $10.1M.
- 80 institutional investors held Adecoagro (AGRO) as of Q3 2018, up from 79 in Q2 2018.
- Funds reported $381M of Adecoagro stock for Q3 2018, up 2% quarter-over-quarter.
- 17 funds opened new Adecoagro positions in Q3 2018 and 15 closed out, a net change of +2 holders.
- The largest Adecoagro buyer in Q3 2018 was Brandes Investment Partners, an estimated $27M added.
- The largest Adecoagro seller in Q3 2018 was PointState Capital, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2018.