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Adecoagro
AGRO

92 hedge funds and large institutions have $552M invested in Adecoagro in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

17% more capital invested

Capital invested by funds: $470M → $552M (+$82M)

9% less funds holding

Funds holding: 101 → 92 (-9)

10.84% less ownership

Funds ownership: 52% → 41.16% (-11%)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

Holders
92
Holders Change
-9
Holders Change %
-8.91%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
26
Reduced
35
Closed
28
Calls
$2.19M
Puts
$1.41M
Net Calls
+$777K
Net Calls Change
+$638K

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$10.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$10.3M
3
EVCM
Emerging Variant Capital Management
New York
+$8.91M
4
DCM
Discovery Capital Management
Connecticut
+$6.09M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$5.66M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.9M
2
Man Group
Man Group
United Kingdom
-$10.9M
3
MCM
Moon Capital Management
New York
-$6.82M
4
SC
Sagil Capital
United Kingdom
-$5.84M
5
MPM
MBB Public Markets
Illinois
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
ROIC
1
Route One Investment Company
California
$173M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$61.2M +$10.6M +1,155,249 +30%
PI
3
PGGM Investments
Netherlands
$34.6M – – –
WGI
4
Westwood Global Investments
Massachusetts
$29.1M -$54.4K -5,900 -0.2%
Jennison Associates
5
Jennison Associates
New York
$24.5M -$2.69M -291,495 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$21.5M +$347K +37,650 +2%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$17.6M -$1.14M -123,996 -8%
Morgan Stanley
8
Morgan Stanley
New York
$17M -$2.02M -219,026 -13%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$15.7M +$10.3M +1,118,375 +623%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$15.4M +$5.66M +614,715 +92%
Amundi
11
Amundi
France
$9.52M -$1.69M -183,355 -19%
Millennium Management
12
Millennium Management
New York
$8.26M -$15.9M -1,722,318 -72%
DCM
13
Discovery Capital Management
Connecticut
$7.99M +$6.09M +661,081 New
RCMNY
14
Rubric Capital Management (New York)
New York
$7.8M +$2.87M +311,143 +93%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$7.27M +$2.37M +257,610 +75%
Verition Fund Management
16
Verition Fund Management
Connecticut
$6.06M +$4.62M +501,648 New
Swedbank
17
Swedbank
Sweden
$5.92M +$4.52M +490,238 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.38M +$4.11M +445,700 New
Norges Bank
19
Norges Bank
Norway
$5.02M – – –
PSCM
20
Prince Street Capital Management
New York
$4.03M +$3.08M +334,000 New
VAS
21
VR Advisory Services
Cayman Islands
$3.96M – – –
HSBC Holdings
22
HSBC Holdings
United Kingdom
$3.92M -$20.5K -2,227 -0.7%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.77M +$1.29M +139,854 +81%
CSS
24
Cubist Systematic Strategies
Connecticut
$3.61M +$315K +34,200 +13%
Invesco
25
Invesco
Georgia
$3.45M +$1.72M +186,436 +187%
1
2 3 4 5

AGRO Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2022, worth a combined $552M — up 17% from $470M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AGRO and 21 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 26 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 101 in Q4 2021.
  • Funds reported $552M of Adecoagro stock for Q1 2022, up 17% quarter-over-quarter.
  • 21 funds opened new Adecoagro positions in Q1 2022 and 28 closed out, a net change of -7 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.