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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
PC
PointState Capital
New York
|
+$10.9M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$10.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$10.8M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
-$145M |
| 2 |
BHCM
Brevan Howard Capital Management
St. Helier,
Jersey
|
-$6.95M |
| 3 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$3.9M |
| 4 |
OM
Ospraie Management
New York
|
-$3.72M |
| 5 |
GTP
Global Thematic Partners
New York
|
-$2.61M |
AGRO Hedge Fund Activity: Q1 2016 in Review
117 of the 3,767 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.