Adecoagro
AGRO
113 hedge funds and large institutions have $587M invested in Adecoagro in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 26 closing their positions.
5,927% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $326K
206% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 17
0% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 26
1% less funds holding
Funds holding: 114 → 113 (-1)
7.57% less ownership
Funds ownership: 55.58% → 48.01% (-7.6%)
24% less capital invested
Capital invested by funds: $770M → $587M (-$183M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
PointState Capital
New York
|
+$38.7M |
| 2 |
EC
EMS Capital
New York
|
+$16.4M |
| 3 |
BCM
Bienville Capital Management
New York
|
+$16M |
| 4 |
BAM
Baring Asset Management
London,
United Kingdom
|
+$7.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
-$102M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$16.3M |
| 3 |
TI
TT International
London,
United Kingdom
|
-$10.7M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$8.43M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$8.33M |
AGRO Hedge Fund Activity: Q2 2017 in Review
113 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2017, worth a combined $587M — down 24% from $770M a quarter earlier.
Fund positioning in AGRO was balanced in Q2 2017: 26 funds opened new positions, 26 closed out, 52 added to existing stakes and 17 trimmed.
The largest buyer was PointState Capital, adding an estimated $38.7M. The largest seller was Soros Fund Management, exiting entirely with an estimated $102M sold.
- 113 institutional investors held Adecoagro (AGRO) as of Q2 2017, down from 114 in Q1 2017.
- Funds reported $587M of Adecoagro stock for Q2 2017, down 24% quarter-over-quarter.
- 26 funds opened new Adecoagro positions in Q2 2017 and 26 closed out, a net change of 0 holders.
- The largest Adecoagro buyer in Q2 2017 was PointState Capital, an estimated $38.7M added.
- The largest Adecoagro seller in Q2 2017 was Soros Fund Management, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2017.