Adecoagro
AGRO
70 hedge funds and large institutions have $394M invested in Adecoagro in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 19 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
5% more capital invested
Capital invested by funds: $374M → $394M (+$19.2M)
0.35% more ownership
Funds ownership: 46.61% → 46.96% (+0.35%)
13% less funds holding
Funds holding: 80 → 70 (-10)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
53% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$12.3M |
| 2 |
SC
Sagil Capital
London,
United Kingdom
|
+$7.08M |
| 3 |
EC
EMS Capital
New York
|
+$6.59M |
| 4 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$3.96M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$12.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$9.98M |
| 3 |
PSCM
Prince Street Capital Management
New York
|
-$1.69M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$1.59M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Allianz Asset Management
Munich,
Germany
| – | -$198K | -28,788 | Closed |
|
77
Man Group
London,
United Kingdom
| – | -$192K | -27,849 | Closed |
|
|
SAM
78
Silvercrest Asset Management
New York
| – | -$119K | -17,310 | Closed |
|
79
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$109K | -15,789 | Closed |
|
|
HI
80
HBK Investments
Dallas,
Texas
| – | -$98K | -14,200 | Closed |
|
81
Walleye Trading
New York
| – | -$94K | -13,600 | Closed |
|
|
CAM
82
Cresset Asset Management
Chicago,
Illinois
| – | -$92K | -13,291 | Closed |
|
83
Goldman Sachs
New York
| – | -$80K | -11,573 | Closed |
|
84
Barclays
London,
United Kingdom
| – | -$55K | -7,988 | Closed |
|
85
JP Morgan Chase
New York
| – | -$31K | -4,519 | Closed |
|
|
QT
86
Quantamental Technologies
White Plains,
New York
| – | -$25K | -3,600 | Closed |
|
|
RFC
87
Regions Financial Corp
Birmingham,
Alabama
| – | -$2K | -225 | Closed |
|
|
TRCT
88
Tower Research Capital (TRC)
New York
| – | -$1K | -100 | Closed |
|
AGRO Hedge Fund Activity: Q2 2019 in Review
70 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2019, worth a combined $394M — up 5.1% from $374M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of AGRO and 9 opened new positions — a net loss of 10 holders — while 26 trimmed existing stakes and 19 added.
The largest buyer was BlackRock, adding an estimated $12.3M. The largest seller was Jennison Associates, cutting an estimated $12.1M.
- 70 institutional investors held Adecoagro (AGRO) as of Q2 2019, down from 80 in Q1 2019.
- Funds reported $394M of Adecoagro stock for Q2 2019, up 5.1% quarter-over-quarter.
- 9 funds opened new Adecoagro positions in Q2 2019 and 19 closed out, a net change of -10 holders.
- The largest Adecoagro buyer in Q2 2019 was BlackRock, an estimated $12.3M added.
- The largest Adecoagro seller in Q2 2019 was Jennison Associates, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2019.