We are live on ! Find out more
AGRO icon

Adecoagro
AGRO

117 hedge funds and large institutions have $879M invested in Adecoagro in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

27% more funds holding

Funds holding: 92 → 117 (+25)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

0.6% less ownership

Funds ownership: 63.42% → 62.82% (-0.6%)

7% less capital invested

Capital invested by funds: $943M → $879M (-$63.8M)

Holders
117
Holders Change
+25
Holders Change %
+27.17%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
35
Increased
37
Reduced
32
Closed
10
Calls
$1.58M
Puts
–
Net Calls
+$1.58M
Net Calls Change
-$508K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
PC
PointState Capital
New York
+$10.9M
3
MNA
Manning & Napier Advisors
New York
+$10.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$10.8M
5
PI
Putnam Investments
Massachusetts
+$9.19M

Top Sellers

1
SFM
Soros Fund Management
New York
-$145M
2
BHCM
Brevan Howard Capital Management
Jersey
-$6.95M
3
TGI
Tradewinds Global Investors
California
-$3.9M
4
OM
Ospraie Management
New York
-$3.72M
5
GTP
Global Thematic Partners
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1
Soros Fund Management
New York
$161M -$145M -11,949,395 -46%
OM
2
Ospraie Management
New York
$106M -$3.72M -306,604 -3%
Jennison Associates
3
Jennison Associates
New York
$93.3M +$6.69M +551,464 +7%
EC
4
EMS Capital
New York
$52.7M – – –
PI
5
PGGM Investments
Netherlands
$52M – – –
BCM
6
Bienville Capital Management
New York
$43.8M +$7.09M +584,184 +18%
BHCM
7
Brevan Howard Capital Management
Jersey
$27.1M -$6.95M -572,814 -20%
Morgan Stanley
8
Morgan Stanley
New York
$25.9M +$10.9M +901,957 +67%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$24.9M -$2.14M -176,364 -8%
BIP
10
Brandes Investment Partners
California
$23.9M -$1.94M -160,230 -7%
PC
11
PointState Capital
New York
$17.8M +$10.9M +900,000 +140%
Renaissance Technologies
12
Renaissance Technologies
New York
$15.9M +$6.9M +568,800 +70%
Capital Research Global Investors
13
Capital Research Global Investors
California
$13.1M +$2.47M +203,571 +22%
MNA
14
Manning & Napier Advisors
New York
$12.1M +$10.9M +897,219 +586%
SAM
15
Serengeti Asset Management
New York
$11.6M – – –
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$11.5M +$5.38M +443,013 +81%
Allianz Asset Management
17
Allianz Asset Management
Germany
$10.2M +$10.8M +887,238 New
BG
18
BlackRock Group
United Kingdom
$10.1M +$7.71M +635,426 +267%
TGI
19
Tradewinds Global Investors
California
$9.05M -$3.9M -321,377 -29%
Deutsche Bank
20
Deutsche Bank
Germany
$8.77M +$3.51M +288,873 +61%
PI
21
Putnam Investments
Massachusetts
$8.74M +$9.19M +756,868 New
PPA
22
Parametric Portfolio Associates
Washington
$8.29M +$171K +14,116 +2%
GTP
23
Global Thematic Partners
New York
$7.54M -$2.61M -215,244 -25%
AWG
24
Alpha Wave Global
New York
$7.39M +$7.77M +640,000 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.59M +$6.93M +570,613 New
1
2 3 4 5

AGRO Hedge Fund Activity: Q1 2016 in Review

117 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2016, worth a combined $879M — down 6.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AGRO positions and 10 closed out — a net gain of 25 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Soros Fund Management, cutting an estimated $145M.

  • 117 institutional investors held Adecoagro (AGRO) as of Q1 2016, up from 92 in Q4 2015.
  • Funds reported $879M of Adecoagro stock for Q1 2016, down 6.8% quarter-over-quarter.
  • 35 funds opened new Adecoagro positions in Q1 2016 and 10 closed out, a net change of +25 holders.
  • The largest Adecoagro buyer in Q1 2016 was Morgan Stanley, an estimated $10.9M added.
  • The largest Adecoagro seller in Q1 2016 was Soros Fund Management, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2016.