Adecoagro
AGRO
92 hedge funds and large institutions have $566M invested in Adecoagro in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 28 closing their positions.
55% more call options, than puts
Call options by funds: $2.19M | Put options by funds: $1.41M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $472M → $566M (+$94.5M)
10% less funds holding
Funds holding: 102 → 92 (-10)
10.95% less ownership
Funds ownership: 52.11% → 41.16% (-11%)
23% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 35
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$10.6M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$10.3M |
| 3 |
EVCM
Emerging Variant Capital Management
New York
|
+$8.91M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$6.09M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$5.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$15.9M |
| 2 |
Man Group
London,
United Kingdom
|
-$10.9M |
| 3 |
MCM
Moon Capital Management
New York
|
-$6.82M |
| 4 |
SC
Sagil Capital
London,
United Kingdom
|
-$5.84M |
| 5 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$3.31M |
AGRO Hedge Fund Activity: Q1 2022 in Review
92 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2022, worth a combined $566M — up 20% from $472M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of AGRO and 20 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 27 added.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $10.6M. The largest seller was Millennium Management, cutting an estimated $15.9M.
- 92 institutional investors held Adecoagro (AGRO) as of Q1 2022, down from 102 in Q4 2021.
- Funds reported $566M of Adecoagro stock for Q1 2022, up 20% quarter-over-quarter.
- 20 funds opened new Adecoagro positions in Q1 2022 and 28 closed out, a net change of -8 holders.
- The largest Adecoagro buyer in Q1 2022 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $10.6M added.
- The largest Adecoagro seller in Q1 2022 was Millennium Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2022.