Adecoagro
AGRO
90 hedge funds and large institutions have $380M invested in Adecoagro in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 42 reducing their positions, and 19 closing their positions.
102% more call options, than puts
Call options by funds: $2.08M | Put options by funds: $1.03M
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
2% less funds holding
Funds holding: 92 → 90 (-2)
2.41% less ownership
Funds ownership: 41.16% → 38.75% (-2.4%)
31% less capital invested
Capital invested by funds: $552M → $380M (-$172M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 42
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$27.2M |
| 2 |
Goldman Sachs
New York
|
+$16.6M |
| 3 |
Jennison Associates
New York
|
+$14.1M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$11.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.51M |
Top Sellers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$13.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.52M |
| 3 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$7.8M |
| 4 |
Millennium Management
New York
|
-$6.86M |
| 5 |
Morgan Stanley
New York
|
-$6.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$217K | -20,143 | Closed |
|
|
SSA
102
Schonfeld Strategic Advisors
New York
| – | -$242K | -20,055 | Closed |
|
|
QC
103
Quadrature Capital
London,
United Kingdom
| – | -$229K | -18,909 | Closed |
|
104
Walleye Trading
New York
| – | -$166K | -13,722 | Closed |
|
|
PP
105
Paloma Partners
Greenwich,
Connecticut
| – | -$160K | -13,260 | Closed |
|
|
FRM
106
Fox Run Management
Greenwich,
Connecticut
| – | -$144K | -11,894 | Closed |
|
107
Ameriprise
Minneapolis,
Minnesota
| – | -$117K | -10,846 | Closed |
|
|
TRCT
108
Tower Research Capital (TRC)
New York
| – | -$19K | -1,510 | Closed |
|
109
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -277 | Closed |
|
110
Barclays
London,
United Kingdom
| – | -$280 | -26 | -96% |
|
AGRO Hedge Fund Activity: Q2 2022 in Review
90 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2022, worth a combined $380M — down 31% from $552M a quarter earlier.
Fund positioning in AGRO was balanced in Q2 2022: 19 funds opened new positions, 19 closed out, 21 added to existing stakes and 42 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $27.2M. The largest seller was Arrowstreet Capital, cutting an estimated $13.8M.
- 90 institutional investors held Adecoagro (AGRO) as of Q2 2022, down from 92 in Q1 2022.
- Funds reported $380M of Adecoagro stock for Q2 2022, down 31% quarter-over-quarter.
- 19 funds opened new Adecoagro positions in Q2 2022 and 19 closed out, a net change of 0 holders.
- The largest Adecoagro buyer in Q2 2022 was Bank of New York Mellon, an estimated $27.2M added.
- The largest Adecoagro seller in Q2 2022 was Arrowstreet Capital, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2022.