Adecoagro
AGRO
81 hedge funds and large institutions have $466M invested in Adecoagro in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 9 closing their positions.
1,013% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $224K
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more capital invested
Capital invested by funds: $405M → $466M (+$61M)
7% more funds holding
Funds holding: 76 → 81 (+5)
3.76% more ownership
Funds ownership: 42.54% → 46.3% (+3.8%)
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sagil Capital
London,
United Kingdom
|
+$8.74M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$8.06M |
| 3 |
HI
Helikon Investments
London,
United Kingdom
|
+$1.98M |
| 4 |
JP Morgan Chase
New York
|
+$1.74M |
| 5 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$5.09M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.63M |
| 3 |
Goldman Sachs
New York
|
-$4.06M |
| 4 |
Morgan Stanley
New York
|
-$3.03M |
| 5 |
VAS
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
-$2.25M |
AGRO Hedge Fund Activity: Q2 2023 in Review
81 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q2 2023, worth a combined $466M — up 15% from $405M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AGRO positions and 9 closed out — a net gain of 5 holders — while 22 added to existing stakes and 30 trimmed.
The largest buyer was Sagil Capital, opening a new position worth an estimated $8.74M. The largest seller was Russell Investments Group, cutting an estimated $5.09M.
- 81 institutional investors held Adecoagro (AGRO) as of Q2 2023, up from 76 in Q1 2023.
- Funds reported $466M of Adecoagro stock for Q2 2023, up 15% quarter-over-quarter.
- 14 funds opened new Adecoagro positions in Q2 2023 and 9 closed out, a net change of +5 holders.
- The largest Adecoagro buyer in Q2 2023 was Sagil Capital, an estimated $8.74M added.
- The largest Adecoagro seller in Q2 2023 was Russell Investments Group, an estimated $5.09M sold.
Based on aggregated 13F filings for Q2 2023.