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Adecoagro

112 hedge funds and large institutions have $544M invested in Adecoagro in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

118% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $630K

29% more funds holding

Funds holding: 87112 (+25)

0.64% more ownership

Funds ownership: 44.88%45.53% (+0.64%)

4% less capital invested

Capital invested by funds: $565M → $544M (-$20.7M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
112
Holders Change
+25
Holders Change %
+28.74%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
44
Reduced
18
Closed
11
Calls
$1.37M
Puts
$630K
Net Calls
+$744K
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$328K +$174K +15,824 +116%
MHI
77
Miller Howard Investments
New York
$319K +$3.92K +356 +1%
KeyBank National Association
78
KeyBank National Association
Ohio
$317K +$13.1K +1,190 +4%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$310K -$10.1K -919 -3%
PTC
80
Petrus Trust Company
Texas
$294K +$106K +9,630 +57%
RA
81
Rockingstone Advisors
Massachusetts
$293K +$291K +26,430 New
SG Americas Securities
82
SG Americas Securities
New York
$284K +$281K +25,552 New
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$275K +$272K +24,745 New
MGP
84
Metis Global Partners
California
$258K
PP
85
PDT Partners
New York
$255K -$457K -41,528 -64%
CL
86
Choreo LLC
Illinois
$242K
SCM
87
Semanteon Capital Management
Massachusetts
$225K +$223K +20,296 New
Handelsbanken Fonder
88
Handelsbanken Fonder
Sweden
$206K
PS
89
Principal Securities
Iowa
$204K +$202K +18,400 New
Northern Trust
90
Northern Trust
Illinois
$186K
TI
91
Tidal Investments
Wisconsin
$163K +$161K +14,653 New
HighTower Advisors
92
HighTower Advisors
Illinois
$162K +$2.87K +261 +2%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$141K -$6.65K -604 -5%
CC
94
Centiva Capital
New York
$114K +$113K +10,252 New
ACM
95
Aquatic Capital Management
Illinois
$103K +$8.8K +800 +9%
Wells Fargo
96
Wells Fargo
California
$69K
Simplex Trading
97
Simplex Trading
Illinois
$61K +$39.7K +3,605 +188%
NS
98
NBC Securities
Alabama
$52K
TRCT
99
Tower Research Capital (TRC)
New York
$51.7K +$32.2K +2,923 +168%
Lazard Asset Management
100
Lazard Asset Management
New York
$45K +$45.3K +4,121 New

AGRO Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2023, worth a combined $544M — down 3.7% from $565M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGRO positions and 11 closed out — a net gain of 25 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Discovery Capital Management, adding an estimated $14.5M. The largest seller was Bank of New York Mellon, cutting an estimated $23M.

  • 112 institutional investors held Adecoagro (AGRO) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $544M of Adecoagro stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 36 funds opened new Adecoagro positions in Q4 2023 and 11 closed out, a net change of +25 holders.
  • The largest Adecoagro buyer in Q4 2023 was Discovery Capital Management, an estimated $14.5M added.
  • The largest Adecoagro seller in Q4 2023 was Bank of New York Mellon, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2023.