Adecoagro
AGRO
110 hedge funds and large institutions have $714M invested in Adecoagro in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 15 closing their positions.
207% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 15
84% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 19
41% more capital invested
Capital invested by funds: $506M → $714M (+$207M)
36% more funds holding
Funds holding: 81 → 110 (+29)
17% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $1.13M
5.87% more ownership
Funds ownership: 54.47% → 60.34% (+5.9%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$29.1M |
| 2 |
BlackRock
New York
|
+$21.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$14.8M |
| 4 |
Millennium Management
New York
|
+$8.28M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$37.4M |
| 2 |
MCM
Moon Capital Management
New York
|
-$12.9M |
| 3 |
SC
Sagil Capital
London,
United Kingdom
|
-$3.28M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$3.2M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$2.68M |
AGRO Hedge Fund Activity: Q2 2021 in Review
110 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2021, worth a combined $714M — up 41% from $506M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AGRO positions and 15 closed out — a net gain of 31 holders — while 35 added to existing stakes and 19 trimmed.
The largest buyer was Man Group, adding an estimated $29.1M. The largest seller was Brandes Investment Partners, exiting entirely with an estimated $37.4M sold.
- 110 institutional investors held Adecoagro (AGRO) as of Q2 2021, up from 81 in Q1 2021.
- Funds reported $714M of Adecoagro stock for Q2 2021, up 41% quarter-over-quarter.
- 46 funds opened new Adecoagro positions in Q2 2021 and 15 closed out, a net change of +31 holders.
- The largest Adecoagro buyer in Q2 2021 was Man Group, an estimated $29.1M added.
- The largest Adecoagro seller in Q2 2021 was Brandes Investment Partners, an estimated $37.4M sold.
Based on aggregated 13F filings for Q2 2021.