Adecoagro
AGRO
69 hedge funds and large institutions have $320M invested in Adecoagro in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 13 closing their positions.
0.09% more ownership
Funds ownership: 46.96% → 47.06% (+0.09%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1% less funds holding
Funds holding: 70 → 69 (-1)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
19% less capital invested
Capital invested by funds: $394M → $320M (-$73.5M)
38% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$4.55M |
| 2 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$3.58M |
| 3 |
SC
Sagil Capital
London,
United Kingdom
|
+$2.15M |
| 4 |
Millennium Management
New York
|
+$1.91M |
| 5 |
SAM
Serengeti Asset Management
New York
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$5.11M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.35M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$1.62M |
| 4 |
Jennison Associates
New York
|
-$1.42M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$1.18M |
AGRO Hedge Fund Activity: Q3 2019 in Review
69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2019, worth a combined $320M — down 19% from $394M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AGRO and 12 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 16 added.
The largest buyer was Brandes Investment Partners, adding an estimated $4.55M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $5.11M sold.
- 69 institutional investors held Adecoagro (AGRO) as of Q3 2019, down from 70 in Q2 2019.
- Funds reported $320M of Adecoagro stock for Q3 2019, down 19% quarter-over-quarter.
- 12 funds opened new Adecoagro positions in Q3 2019 and 13 closed out, a net change of -1 holder.
- The largest Adecoagro buyer in Q3 2019 was Brandes Investment Partners, an estimated $4.55M added.
- The largest Adecoagro seller in Q3 2019 was Point72 Asset Management, an estimated $5.11M sold.
Based on aggregated 13F filings for Q3 2019.