Adecoagro
AGRO
108 hedge funds and large institutions have $489M invested in Adecoagro in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 26 closing their positions.
253% more call options, than puts
Call options by funds: $703K | Put options by funds: $199K
5% more capital invested
Capital invested by funds: $466M → $489M (+$22.6M)
3.61% less ownership
Funds ownership: 46.03% → 42.42% (-3.6%)
6% less funds holding
Funds holding: 115 → 108 (-7)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Helikon Investments
London,
United Kingdom
|
+$45.7M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
+$11.6M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$3.15M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$2.98M |
| 5 |
Citigroup
New York
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$11.4M |
| 2 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$10.8M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$7.51M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$5.38M |
| 5 |
Jennison Associates
New York
|
-$4.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
126
Petrus Trust Company
Dallas,
Texas
| – | -$258K | -26,480 | Closed |
|
|
CMF
127
Counterpoint Mutual Funds
San Diego,
California
| – | -$209K | -21,448 | Closed |
|
|
BFM
128
Boothbay Fund Management
New York
| – | -$125K | -12,859 | Closed |
|
|
OSAM
129
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$108K | -11,133 | Closed |
|
|
FRM
130
Fox Run Management
Greenwich,
Connecticut
| – | -$105K | -10,786 | Closed |
|
|
PI
131
PEAK6 Investments
Chicago,
Illinois
| – | -$104K | -10,648 | Closed |
|
132
Group One Trading
Chicago,
Illinois
| – | -$32.3K | -3,085 | Closed |
|
|
CP
133
Camelot Portfolios
Maumee,
Ohio
| – | -$5.84K | -600 | Closed |
|
134
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$894 | -90 | Closed |
|
AGRO Hedge Fund Activity: Q3 2024 in Review
108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2024, worth a combined $489M — up 4.9% from $466M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of AGRO and 20 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 29 added.
The largest buyer was Helikon Investments, adding an estimated $45.7M. The largest seller was Discovery Capital Management, cutting an estimated $11.4M.
- 108 institutional investors held Adecoagro (AGRO) as of Q3 2024, down from 115 in Q2 2024.
- Funds reported $489M of Adecoagro stock for Q3 2024, up 4.9% quarter-over-quarter.
- 20 funds opened new Adecoagro positions in Q3 2024 and 26 closed out, a net change of -6 holders.
- The largest Adecoagro buyer in Q3 2024 was Helikon Investments, an estimated $45.7M added.
- The largest Adecoagro seller in Q3 2024 was Discovery Capital Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2024.