Adecoagro
AGRO
115 hedge funds and large institutions have $516M invested in Adecoagro in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 17 closing their positions.
169% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $564K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
3% more funds holding
Funds holding: 112 → 115 (+3)
1.33% less ownership
Funds ownership: 45.53% → 44.2% (-1.3%)
5% less capital invested
Capital invested by funds: $544M → $516M (-$28.1M)
42% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Helikon Investments
London,
United Kingdom
|
+$12.7M |
| 2 |
Jennison Associates
New York
|
+$5.76M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$5.61M |
| 4 |
AGDI
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
+$3.89M |
| 5 |
Amundi
Paris,
France
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$10.3M |
| 2 |
Bank of New York Mellon
New York
|
-$9.49M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$4.77M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$4.52M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$4.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
126
PDT Partners
New York
| – | -$255K | -22,934 | Closed |
|
|
ACM
127
Aquatic Capital Management
Chicago,
Illinois
| – | -$103K | -9,300 | Closed |
|
128
Simplex Trading
Chicago,
Illinois
| – | -$56.7K | -5,524 | Closed |
|
|
FMP
129
Financial Management Professionals
Austin,
Texas
| – | -$14K | -1,243 | Closed |
|
|
PHK
130
Point72 Hong Kong
Hong Kong
| – | -$12.2K | -1,100 | Closed |
|
|
W
131
WealthCollab
Bellevue,
Washington
| – | -$12.1K | -1,089 | Closed |
|
|
BBPWM
132
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$2.22K | -200 | Closed |
|
AGRO Hedge Fund Activity: Q1 2024 in Review
115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2024, worth a combined $516M — down 5.2% from $544M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AGRO positions and 17 closed out — a net gain of 3 holders — while 28 added to existing stakes and 48 trimmed.
The largest buyer was Helikon Investments, adding an estimated $12.7M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $10.3M.
- 115 institutional investors held Adecoagro (AGRO) as of Q1 2024, up from 112 in Q4 2023.
- Funds reported $516M of Adecoagro stock for Q1 2024, down 5.2% quarter-over-quarter.
- 20 funds opened new Adecoagro positions in Q1 2024 and 17 closed out, a net change of +3 holders.
- The largest Adecoagro buyer in Q1 2024 was Helikon Investments, an estimated $12.7M added.
- The largest Adecoagro seller in Q1 2024 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2024.