Adecoagro
AGRO
72 hedge funds and large institutions have $409M invested in Adecoagro in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 26 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
2% more capital invested
Capital invested by funds: $402M → $409M (+$6.61M)
0.68% more ownership
Funds ownership: 41.18% → 41.86% (+0.68%)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
19% less funds holding
Funds holding: 89 → 72 (-17)
35% less call options, than puts
Call options by funds: $1.18M | Put options by funds: $1.82M
65% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$5.94M |
| 2 |
Goldman Sachs
New York
|
+$5.69M |
| 3 |
Jennison Associates
New York
|
+$3.31M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$1.9M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$10M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$3.4M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$3.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.79M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.74M |
AGRO Hedge Fund Activity: Q4 2022 in Review
72 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2022, worth a combined $409M — up 1.6% from $402M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of AGRO and 9 opened new positions — a net loss of 17 holders — while 25 trimmed existing stakes and 24 added.
The largest buyer was Russell Investments Group, adding an estimated $5.94M. The largest seller was Route One Investment Company, cutting an estimated $10M.
- 72 institutional investors held Adecoagro (AGRO) as of Q4 2022, down from 89 in Q3 2022.
- Funds reported $409M of Adecoagro stock for Q4 2022, up 1.6% quarter-over-quarter.
- 9 funds opened new Adecoagro positions in Q4 2022 and 26 closed out, a net change of -17 holders.
- The largest Adecoagro buyer in Q4 2022 was Russell Investments Group, an estimated $5.94M added.
- The largest Adecoagro seller in Q4 2022 was Route One Investment Company, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2022.