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Adecoagro
AGRO

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: 87 → 112 (+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: 4 → 2 (-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

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
+$14.5M
2
Morgan Stanley
Morgan Stanley
New York
+$12.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.17M
5
CCM
Causeway Capital Management
California
+$4.08M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$23M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$19.4M
3
ROIC
Route One Investment Company
California
-$15.7M
4
SC
Sagil Capital
United Kingdom
-$8.31M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$32.2K +$31.9K +2,900 New
QL
102
Quarry LP
New York
$14.6K +$14.5K +1,314 New
FMP
103
Financial Management Professionals
Texas
$14K +$13.7K +1,243 New
PHK
104
Point72 Hong Kong
Hong Kong
$12.2K +$12.1K +1,100 New
W
105
WealthCollab
Washington
$12.1K +$12K +1,089 New
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$8K – – –
HI
107
Harbour Investments
Wisconsin
$3.33K +$3.3K +300 New
CAM
108
Creekmur Asset Management
Illinois
$3.32K +$3.29K +299 New
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$2.22K – – –
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39K +$1.38K +125 New
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$980 – – –
Osaic Holdings
112
Osaic Holdings
Arizona
$222 -$11.3K -1,027 -98%
SC
113
Sagil Capital
United Kingdom
– -$8.31M -710,482 Closed
CM
114
CoreCommodity Management
Connecticut
– -$691K -59,080 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$558K -50,722 Closed
FIA
116
FNY Investment Advisers
New York
– -$527K -45,100 Closed
RJA
117
Raymond James & Associates
Florida
– -$525K -44,925 Closed
BBA
118
Baader Bank Aktiengesellschaft
Germany
– -$175K -15,000 Closed
UBS AM
119
UBS AM
Illinois
– -$146K -12,492 Closed
AWM
120
Activest Wealth Management
Florida
– -$43.4K -3,946 Closed
SSG
121
Summit Securities Group
New York
– -$6K -500 Closed
Group One Trading
122
Group One Trading
Illinois
– -$4.15K -377 Closed
UBS Group
123
UBS Group
Switzerland
– -$1.64K -140 Closed
1 2 3 4
5

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.