Adecoagro
AGRO
102 hedge funds and large institutions have $472M invested in Adecoagro in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 33 closing their positions.
62% more call options, than puts
Call options by funds: $365K | Put options by funds: $226K
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
4% less funds holding
Funds holding: 106 → 102 (-4)
6.55% less ownership
Funds ownership: 58.66% → 52.11% (-6.5%)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
24% less capital invested
Capital invested by funds: $624M → $472M (-$152M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$15.5M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$8M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$5.53M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.26M |
| 5 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$36.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$17.9M |
| 3 |
Man Group
London,
United Kingdom
|
-$14.9M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$5.66M |
| 5 |
AAF
Andra AP-fonden
Goteborg,
Sweden
|
-$4.95M |
AGRO Hedge Fund Activity: Q4 2021 in Review
102 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2021, worth a combined $472M — down 24% from $624M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of AGRO and 29 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 31 added.
The largest buyer was Millennium Management, adding an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $36.7M.
- 102 institutional investors held Adecoagro (AGRO) as of Q4 2021, down from 106 in Q3 2021.
- Funds reported $472M of Adecoagro stock for Q4 2021, down 24% quarter-over-quarter.
- 29 funds opened new Adecoagro positions in Q4 2021 and 33 closed out, a net change of -4 holders.
- The largest Adecoagro buyer in Q4 2021 was Millennium Management, an estimated $15.5M added.
- The largest Adecoagro seller in Q4 2021 was BlackRock, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2021.