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Adecoagro
AGRO

87 hedge funds and large institutions have $565M invested in Adecoagro in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $796K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

21% more capital invested

Capital invested by funds: $466M → $565M (+$98.2M)

7% more funds holding

Funds holding: 81 → 87 (+6)

1.42% less ownership

Funds ownership: 46.3% → 44.88% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
20
Increased
22
Reduced
34
Closed
13
Calls
$2.54M
Puts
$796K
Net Calls
+$1.75M
Net Calls Change
-$523K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.92M
2
DCM
Discovery Capital Management
Connecticut
+$3.46M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$3.11M
4
Walleye Capital
Walleye Capital
New York
+$2.7M
5
CSS
Cubist Systematic Strategies
Connecticut
+$1.71M

Top Sellers

1
HI
Helikon Investments
United Kingdom
-$7.78M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$6.82M
3
Swedbank
Swedbank
Sweden
-$4.59M
4
Invesco
Invesco
Georgia
-$3.95M
5
SC
Sagil Capital
United Kingdom
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
76
NBC Securities
Alabama
$54K +$50.6K +4,687 New
AWM
77
Activest Wealth Management
Florida
$46.1K +$42.6K +3,946 New
Simplex Trading
78
Simplex Trading
Illinois
$22K -$124K -11,513 -86%
TRCT
79
Tower Research Capital (TRC)
New York
$20.3K +$18.5K +1,716 +8,580%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$12.6K -$1.77K -164 -13%
Osaic Holdings
81
Osaic Holdings
Arizona
$12.2K +$11.1K +1,027 +5,135%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$8.43K – – –
SSG
83
Summit Securities Group
New York
$6K +$5.4K +500 New
Group One Trading
84
Group One Trading
Illinois
$4.41K -$73K -6,759 -95%
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$2.34K – – –
UBS Group
86
UBS Group
Switzerland
$1.64K -$4.97K -460 -77%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$1K +$972 +90 New
Swedbank
88
Swedbank
Sweden
– -$4.59M -490,238 Closed
SGDR
89
SPX Gestao de Recursos
Brazil
– -$1.68M -179,895 Closed
MPM
90
Meritage Portfolio Management
Kansas
– -$1.59M -169,931 Closed
MCM
91
Moon Capital Management
New York
– -$1.36M -145,400 Closed
PCM
92
Prelude Capital Management
New York
– -$892K -95,292 Closed
VAS
93
VR Advisory Services
Cayman Islands
– -$731K -78,116 Closed
JMPWA
94
JP Morgan Private Wealth Advisors
California
– -$599K -64,000 Closed
SG Americas Securities
95
SG Americas Securities
New York
– -$280K -29,875 Closed
AC
96
Aristides Capital
Kentucky
– -$162K -17,348 Closed
ECM
97
ExodusPoint Capital Management
New York
– -$151K -16,100 Closed
IAA
98
Ironsides Asset Advisors
North Carolina
– -$105K -11,250 Closed
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
– -$3K -325 Closed
UB
100
UMB Bank
Missouri
– -$1.22K -130 Closed
1 2 3
4

AGRO Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2023, worth a combined $565M — up 21% from $466M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AGRO positions and 13 closed out — a net gain of 7 holders — while 22 added to existing stakes and 34 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $8.92M. The largest seller was Helikon Investments, cutting an estimated $7.78M.

  • 87 institutional investors held Adecoagro (AGRO) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $565M of Adecoagro stock for Q3 2023, up 21% quarter-over-quarter.
  • 20 funds opened new Adecoagro positions in Q3 2023 and 13 closed out, a net change of +7 holders.
  • The largest Adecoagro buyer in Q3 2023 was Millennium Management, an estimated $8.92M added.
  • The largest Adecoagro seller in Q3 2023 was Helikon Investments, an estimated $7.78M sold.

Based on aggregated 13F filings for Q3 2023.