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Adecoagro
AGRO

92 hedge funds and large institutions have $943M invested in Adecoagro in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $267K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $617M → $943M (+$326M)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

31% more funds holding

Funds holding: 70 → 92 (+22)

0.66% less ownership

Funds ownership: 64.08% → 63.42% (-0.66%)

Holders
92
Holders Change
+22
Holders Change %
+31.43%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
30
Increased
30
Reduced
20
Closed
8
Calls
$2.35M
Puts
$267K
Net Calls
+$2.08M
Net Calls Change
-$605K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$9.82M
3
PC
PointState Capital
New York
+$6.79M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.88M
5
EC
EMS Capital
New York
+$3.8M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$27.9M
2
TGI
Tradewinds Global Investors
California
-$13.2M
3
OM
Ospraie Management
New York
-$12.6M
4
GTP
Global Thematic Partners
New York
-$12M
5
Franklin Resources
Franklin Resources
California
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1
Soros Fund Management
New York
$318M – – –
OM
2
Ospraie Management
New York
$116M -$12.6M -1,197,496 -11%
Jennison Associates
3
Jennison Associates
New York
$92.5M -$5.82M -551,803 -7%
EC
4
EMS Capital
New York
$56M +$3.8M +359,875 +9%
PI
5
PGGM Investments
Netherlands
$55.3M – – –
BCM
6
Bienville Capital Management
New York
$39.5M -$198K -18,752 -0.6%
BHCM
7
Brevan Howard Capital Management
Jersey
$35.9M +$2.59M +245,733 +9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$28.7M +$3.17M +300,886 +15%
BIP
9
Brandes Investment Partners
California
$27.5M -$27.9M -2,647,025 -54%
Morgan Stanley
10
Morgan Stanley
New York
$16.5M +$12.8M +1,215,100 +980%
TGI
11
Tradewinds Global Investors
California
$13.6M -$13.2M -1,252,551 -53%
SAM
12
Serengeti Asset Management
New York
$12.3M +$1.05M +100,000 +11%
Capital Research Global Investors
13
Capital Research Global Investors
California
$11.4M +$9.82M +931,429 New
GTP
14
Global Thematic Partners
New York
$10.7M -$12M -1,139,756 -57%
Renaissance Technologies
15
Renaissance Technologies
New York
$9.97M +$2.97M +281,600 +53%
PPA
16
Parametric Portfolio Associates
Washington
$8.64M +$376K +35,639 +5%
PC
17
PointState Capital
New York
$7.92M +$6.79M +644,000 New
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$6.76M +$1.08M +102,720 +23%
Deutsche Bank
19
Deutsche Bank
Germany
$5.78M -$717K -67,948 -13%
Two Sigma Investments
20
Two Sigma Investments
New York
$5.69M +$4.88M +462,913 New
BlackRock
21
BlackRock
New York
$3.66M +$254K +24,127 +9%
Millennium Management
22
Millennium Management
New York
$3.42M +$1.12M +106,496 +62%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$3.27M +$2.29M +217,500 +451%
BKBG
24
BHF Kleinwort Benson Group
Belgium
$3.22M +$2.76M +261,911 New
6CM
25
683 Capital Management
New York
$3M – – –
1
2 3 4

AGRO Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2015, worth a combined $943M — up 53% from $617M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AGRO positions and 8 closed out — a net gain of 22 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Brandes Investment Partners, cutting an estimated $27.9M.

  • 92 institutional investors held Adecoagro (AGRO) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $943M of Adecoagro stock for Q4 2015, up 53% quarter-over-quarter.
  • 30 funds opened new Adecoagro positions in Q4 2015 and 8 closed out, a net change of +22 holders.
  • The largest Adecoagro buyer in Q4 2015 was Morgan Stanley, an estimated $12.8M added.
  • The largest Adecoagro seller in Q4 2015 was Brandes Investment Partners, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2015.