Adecoagro
AGRO
117 hedge funds and large institutions have $474M invested in Adecoagro in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 16 closing their positions.
87% more call options, than puts
Call options by funds: $290K | Put options by funds: $155K
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 108 → 117 (+9)
5.83% more ownership
Funds ownership: 42.42% → 48.25% (+5.8%)
3% less capital invested
Capital invested by funds: $489M → $474M (-$15.2M)
10% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Banco Santander
Madrid,
Spain
|
+$85.3M |
| 2 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$7.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.43M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$2.91M |
| 5 |
Morgan Stanley
New York
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
-$18.7M |
| 2 |
Jennison Associates
New York
|
-$7.79M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.48M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$2.23M |
| 5 |
Man Group
London,
United Kingdom
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
126
Aristides Capital
Louisville,
Kentucky
| – | -$209K | -18,890 | Closed |
|
|
CFGS
127
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$171K | -15,711 | Closed |
|
|
NC
128
nVerses Capital
Wellington,
Florida
| – | -$94.1K | -8,500 | Closed |
|
|
PHK
129
Point72 Hong Kong
Hong Kong
| – | -$57.6K | -5,200 | Closed |
|
130
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11.3K | -1,023 | Closed |
|
131
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -607 | Closed |
|
|
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$2.38K | -215 | Closed |
|
|
PS
133
Planned Solutions
Folsom,
California
| – | -$1.33K | -120 | Closed |
|
AGRO Hedge Fund Activity: Q4 2024 in Review
117 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2024, worth a combined $474M — down 3.1% from $489M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AGRO positions and 16 closed out — a net gain of 9 holders — while 36 added to existing stakes and 40 trimmed.
The largest buyer was Banco Santander, opening a new position worth an estimated $85.3M. The largest seller was GMT Capital, exiting entirely with an estimated $18.7M sold.
- 117 institutional investors held Adecoagro (AGRO) as of Q4 2024, up from 108 in Q3 2024.
- Funds reported $474M of Adecoagro stock for Q4 2024, down 3.1% quarter-over-quarter.
- 25 funds opened new Adecoagro positions in Q4 2024 and 16 closed out, a net change of +9 holders.
- The largest Adecoagro buyer in Q4 2024 was Banco Santander, an estimated $85.3M added.
- The largest Adecoagro seller in Q4 2024 was GMT Capital, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2024.