Adecoagro
AGRO
62 hedge funds and large institutions have $294M invested in Adecoagro in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 15 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
7% more capital invested
Capital invested by funds: $273M → $294M (+$20.2M)
0.09% less ownership
Funds ownership: 53.28% → 53.19% (-0.09%)
17% less funds holding
Funds holding: 75 → 62 (-13)
50% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 32
87% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 15
97% less call options, than puts
Call options by funds: $2K | Put options by funds: $70K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGI
Westwood Global Investments
Boston,
Massachusetts
|
+$9.16M |
| 2 |
MCM
Moon Capital Management
New York
|
+$2.12M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$424K |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$405K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.97M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$1.96M |
| 3 |
Millennium Management
New York
|
-$1.59M |
| 4 |
Renaissance Technologies
New York
|
-$1.36M |
| 5 |
Jennison Associates
New York
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| – | -$2K | -442 | Closed |
|
77
Bank of America
Charlotte,
North Carolina
| – | -$1K | -278 | Closed |
|
AGRO Hedge Fund Activity: Q3 2020 in Review
62 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2020, worth a combined $294M — up 7.4% from $273M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AGRO and 2 opened new positions — a net loss of 13 holders — while 32 trimmed existing stakes and 16 added.
The largest buyer was Westwood Global Investments, opening a new position worth an estimated $9.16M. The largest seller was Norges Bank, cutting an estimated $1.97M.
- 62 institutional investors held Adecoagro (AGRO) as of Q3 2020, down from 75 in Q2 2020.
- Funds reported $294M of Adecoagro stock for Q3 2020, up 7.4% quarter-over-quarter.
- 2 funds opened new Adecoagro positions in Q3 2020 and 15 closed out, a net change of -13 holders.
- The largest Adecoagro buyer in Q3 2020 was Westwood Global Investments, an estimated $9.16M added.
- The largest Adecoagro seller in Q3 2020 was Norges Bank, an estimated $1.97M sold.
Based on aggregated 13F filings for Q3 2020.