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Adecoagro

105 hedge funds and large institutions have $621M invested in Adecoagro in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $932K | Put options by funds: $329K

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.77% less ownership

Funds ownership: 60.3%58.53% (-1.8%)

4% less funds holding

Funds holding: 109105 (-4)

13% less capital invested

Capital invested by funds: $711M → $621M (-$90.5M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
42
Reduced
32
Closed
14
Calls
$932K
Puts
$329K
Net Calls
+$603K
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
ROIC
1
Route One Investment Company
California
$130M
EC
2
EMS Capital
New York
$106M
BlackRock
3
BlackRock
New York
$43.2M +$3.71M +395,227 +9%
PI
4
PGGM Investments
Netherlands
$40.6M
Man Group
5
Man Group
United Kingdom
$28.7M +$1.62M +172,786 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.8M +$2.53M +269,028 +10%
WGI
7
Westwood Global Investments
Massachusetts
$23.4M
Jennison Associates
8
Jennison Associates
New York
$20.7M +$1.69M +180,370 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$20M -$4.37M -465,603 -17%
State Street
10
State Street
Massachusetts
$17.9M +$545K +58,019 +3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$14.3M -$968K -103,034 -6%
Morgan Stanley
12
Morgan Stanley
New York
$13.7M -$423K -45,021 -3%
Amundi
13
Amundi
France
$10.5M +$2.79M +297,143 +34%
SC
14
Sagil Capital
United Kingdom
$7.91M
Legal & General Group
15
Legal & General Group
United Kingdom
$7.39M +$1.63M +173,297 +27%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$6.55M -$27.4M -2,919,029 -80%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.04M +$3.41M +362,573 +119%
MCM
18
Moon Capital Management
New York
$5.6M -$296K -31,465 -5%
Millennium Management
19
Millennium Management
New York
$5.18M -$3.44M -366,330 -39%
AAF
20
Andra AP-fonden
Sweden
$4.95M +$653K +69,500 +15%
Allianz Asset Management
21
Allianz Asset Management
Germany
$3.78M +$195K +20,773 +5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.54M +$596K +63,450 +19%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.54M +$1.12M +119,740 +44%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.33M -$1.24M -132,133 -26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.12M -$1.1M -116,600 -25%

AGRO Hedge Fund Activity: Q3 2021 in Review

105 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2021, worth a combined $621M — down 13% from $711M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AGRO and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $3.71M. The largest seller was Russell Investments Group, cutting an estimated $27.4M.

  • 105 institutional investors held Adecoagro (AGRO) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $621M of Adecoagro stock for Q3 2021, down 13% quarter-over-quarter.
  • 11 funds opened new Adecoagro positions in Q3 2021 and 14 closed out, a net change of -3 holders.
  • The largest Adecoagro buyer in Q3 2021 was BlackRock, an estimated $3.71M added.
  • The largest Adecoagro seller in Q3 2021 was Russell Investments Group, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2021.