Adecoagro
AGRO
67 hedge funds and large institutions have $664M invested in Adecoagro in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 8 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 65 → 67 (+2)
1.15% more ownership
Funds ownership: 61.56% → 62.7% (+1.1%)
5% less capital invested
Capital invested by funds: $700M → $664M (-$35.3M)
56% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Harbinger Holdings
New York
|
+$16.8M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$13.2M |
| 3 |
Jennison Associates
New York
|
+$9.59M |
| 4 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
+$5.07M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.21M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$6.87M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$5.11M |
| 4 |
GTP
Global Thematic Partners
New York
|
-$4.52M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.14M |
AGRO Hedge Fund Activity: Q3 2014 in Review
67 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2014, worth a combined $664M — down 5% from $700M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGRO positions and 8 closed out — a net gain of 2 holders — while 12 added to existing stakes and 27 trimmed.
The largest buyer was Harbinger Holdings, adding an estimated $16.8M. The largest seller was Invesco, cutting an estimated $9.21M.
- 67 institutional investors held Adecoagro (AGRO) as of Q3 2014, up from 65 in Q2 2014.
- Funds reported $664M of Adecoagro stock for Q3 2014, down 5% quarter-over-quarter.
- 10 funds opened new Adecoagro positions in Q3 2014 and 8 closed out, a net change of +2 holders.
- The largest Adecoagro buyer in Q3 2014 was Harbinger Holdings, an estimated $16.8M added.
- The largest Adecoagro seller in Q3 2014 was Invesco, an estimated $9.21M sold.
Based on aggregated 13F filings for Q3 2014.