Adecoagro
AGRO
89 hedge funds and large institutions have $402M invested in Adecoagro in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 19 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
6% more capital invested
Capital invested by funds: $380M → $402M (+$22.8M)
2.43% more ownership
Funds ownership: 38.75% → 41.19% (+2.4%)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
1% less funds holding
Funds holding: 90 → 89 (-1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
72% less call options, than puts
Call options by funds: $483K | Put options by funds: $1.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$12M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$3.36M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$3.09M |
| 4 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$2.25M |
| 5 |
Bank of New York Mellon
New York
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$8.87M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.2M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$2.9M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$2.85M |
| 5 |
Goldman Sachs
New York
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Balyasny Asset Management
Chicago,
Illinois
| – | -$205K | -24,252 | Closed |
|
|
CSS
102
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$198K | -23,390 | Closed |
|
103
Walleye Capital
New York
| – | -$188K | -22,171 | Closed |
|
104
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$43K | -5,036 | Closed |
|
105
Wells Fargo
San Francisco,
California
| – | -$30K | -3,500 | Closed |
|
106
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -200 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | +$445 | +53 | New |
|
AGRO Hedge Fund Activity: Q3 2022 in Review
89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2022, worth a combined $402M — up 6% from $380M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of AGRO and 18 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 33 added.
The largest buyer was Jennison Associates, adding an estimated $12M. The largest seller was Assenagon Asset Management, cutting an estimated $8.87M.
- 89 institutional investors held Adecoagro (AGRO) as of Q3 2022, down from 90 in Q2 2022.
- Funds reported $402M of Adecoagro stock for Q3 2022, up 6% quarter-over-quarter.
- 18 funds opened new Adecoagro positions in Q3 2022 and 19 closed out, a net change of -1 holder.
- The largest Adecoagro buyer in Q3 2022 was Jennison Associates, an estimated $12M added.
- The largest Adecoagro seller in Q3 2022 was Assenagon Asset Management, an estimated $8.87M sold.
Based on aggregated 13F filings for Q3 2022.