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Adecoagro

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 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 115113 (-2)

8.09% less ownership

Funds ownership: 56.11%48.01% (-8.1%)

24% less capital invested

Capital invested by funds: $777M → $587M (-$190M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
26
Increased
52
Reduced
17
Closed
27
Calls
$19.6M
Puts
$326K
Net Calls
+$19.3M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EMS Capital
New York
$70.8M +$16.4M +1,500,000 +27%
Jennison Associates
2
Jennison Associates
New York
$70.7M -$2.82M -257,835 -4%
PC
3
PointState Capital
New York
$49.8M +$38.7M +3,536,300 +244%
BCM
4
Bienville Capital Management
New York
$48.3M +$16M +1,466,844 +44%
PI
5
PGGM Investments
Netherlands
$45M
Morgan Stanley
6
Morgan Stanley
New York
$26.6M -$2.68M -244,953 -8%
BlackRock
7
BlackRock
New York
$19.9M +$1.46M +133,704 +7%
Norges Bank
8
Norges Bank
Norway
$16.6M +$7.33M +670,433 +67%
BIP
9
Brandes Investment Partners
California
$16.1M +$15.1K +1,380 +0.1%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$13.1M +$3.1M +283,287 +28%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$12.9M +$5.64M +515,718 +67%
TA
12
Teachers Advisors
New York
$12.5M +$4.49M +410,500 +49%
Deutsche Bank
13
Deutsche Bank
Germany
$11.7M +$967K +88,443 +8%
SAM
14
Serengeti Asset Management
New York
$9.49M +$547K +50,000 +6%
Goldman Sachs
15
Goldman Sachs
New York
$7.97M +$5.09M +465,572 +140%
X
16
Xponance
Pennsylvania
$7.71M +$2.83M +258,651 +506%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$7.64M +$2.43M +222,009 +41%
Renaissance Technologies
18
Renaissance Technologies
New York
$6.92M +$1.13M +103,734 +18%
BAM
19
Baring Asset Management
United Kingdom
$6.76M +$7.4M +676,489 New
Two Sigma Investments
20
Two Sigma Investments
New York
$6.59M +$732K +66,984 +11%
Ameriprise
21
Ameriprise
Minnesota
$6.05M -$2.62K -240 -0%
Bank of America
22
Bank of America
North Carolina
$5.91M +$1.75M +160,321 +37%
TCIM
23
TIAA CREF Investment Management
New York
$5.54M +$1.47M +134,500 +32%
PSCM
24
Prince Street Capital Management
New York
$5.38M +$5.89M +539,000 New
LCM
25
Laurion Capital Management
New York
$4.86M +$5.32M +486,206 New

AGRO Hedge Fund Activity: Q2 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2017, worth a combined $587M — down 24% from $777M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AGRO and 26 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 52 added.

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 115 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 27 closed out, a net change of -1 holder.
  • 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.