Adecoagro
AGRO
79 hedge funds and large institutions have $485M invested in Adecoagro in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
51% more capital invested
Capital invested by funds: $320M → $485M (+$165M)
14% more funds holding
Funds holding: 69 → 79 (+10)
2.23% more ownership
Funds ownership: 47.06% → 49.29% (+2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$2.33M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.26M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$2.14M |
| 5 |
Morgan Stanley
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sagil Capital
London,
United Kingdom
|
-$3.28M |
| 2 |
6CM
683 Capital Management
New York
|
-$1.75M |
| 3 |
SAM
Serengeti Asset Management
New York
|
-$1.46M |
| 4 |
Millennium Management
New York
|
-$760K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $5K | – | – | – |
|
77
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$167 | -25 | -11% |
|
|
6CM
78
683 Capital Management
New York
| – | -$1.75M | -300,000 | Closed |
|
|
SAM
79
Serengeti Asset Management
New York
| – | -$1.46M | -250,000 | Closed |
|
|
BCM
80
Bienville Capital Management
New York
| – | -$383K | -65,701 | Closed |
|
81
Renaissance Technologies
New York
| – | -$327K | -56,100 | Closed |
|
|
NAM
82
Nexpoint Asset Management
Dallas,
Texas
| – | -$292K | -50,000 | Closed |
|
83
Arrowstreet Capital
Boston,
Massachusetts
| – | -$88K | -15,092 | Closed |
|
84
HighTower Advisors
Chicago,
Illinois
| – | -$71K | -12,120 | Closed |
|
|
QT
85
Quantamental Technologies
White Plains,
New York
| – | -$31K | -5,318 | Closed |
|
|
CIAS
86
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$28K | -4,750 | Closed |
|
87
Barclays
London,
United Kingdom
| – | -$2.89K | -431 | -100% |
|
AGRO Hedge Fund Activity: Q4 2019 in Review
79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2019, worth a combined $485M — up 51% from $320M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AGRO positions and 9 closed out — a net gain of 10 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12.5M. The largest seller was Sagil Capital, cutting an estimated $3.28M.
- 79 institutional investors held Adecoagro (AGRO) as of Q4 2019, up from 69 in Q3 2019.
- Funds reported $485M of Adecoagro stock for Q4 2019, up 51% quarter-over-quarter.
- 19 funds opened new Adecoagro positions in Q4 2019 and 9 closed out, a net change of +10 holders.
- The largest Adecoagro buyer in Q4 2019 was Fidelity Investments, an estimated $12.5M added.
- The largest Adecoagro seller in Q4 2019 was Sagil Capital, an estimated $3.28M sold.
Based on aggregated 13F filings for Q4 2019.