Agrium
AGU
AGU was delisted on the 29th of December, 2017.
315 hedge funds and large institutions have $8.28B invested in Agrium in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 113 reducing their positions, and 44 closing their positions.
32% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 44
4% more funds holding
Funds holding: 303 → 315 (+12)
4% more capital invested
Capital invested by funds: $7.97B → $8.28B (+$312M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
4% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 113
27% less call options, than puts
Call options by funds: $141M | Put options by funds: $194M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$105M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$94.1M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$70.4M |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$65.8M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$62.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$688M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$193M |
| 3 |
GMI
Greystone Managed Investments
Regina,
Saskatchewan, Canada
|
-$132M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$67.8M |
| 5 |
Neuberger Berman Group
New York
|
-$45.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Walleye Trading
New York
| – | -$68.6K | -777 | Closed |
|
|
PP
352
Palladium Partners
Norfolk,
Virginia
| – | -$33K | -400 | Closed |
|
353
Jones Financial Companies
Des Peres,
Missouri
| – | -$34K | -395 | Closed |
|
|
PTC
354
Private Trust Company
Cleveland,
Ohio
| – | -$23K | -276 | Closed |
|
|
MA
355
MUFG Americas
New York
| – | -$19K | -222 | Closed |
|
|
M
356
MOTCO
San Antonio,
Texas
| – | -$8K | -95 | Closed |
|
|
BGIM
357
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$6K | -60 | Closed |
|
|
EWM
358
Evercore Wealth Management
New York
| – | -$2K | -32 | Closed |
|
|
BC
359
Bartlett & Co
Cincinnati,
Ohio
| – | -$1K | -15 | Closed |
|
|
KTC
360
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$177 | -2 | -29% |
|
AGU Hedge Fund Activity: Q4 2013 in Review
315 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Agrium (AGU) for Q4 2013, worth a combined $8.28B — up 3.9% from $7.97B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AGU positions and 44 closed out — a net gain of 14 holders — while 108 added to existing stakes and 113 trimmed.
The largest buyer was Putnam Investments, adding an estimated $105M. The largest seller was Jana Partners, exiting entirely with an estimated $688M sold.
- 315 institutional investors held Agrium (AGU) as of Q4 2013, up from 303 in Q3 2013.
- Funds reported $8.28B of Agrium stock for Q4 2013, up 3.9% quarter-over-quarter.
- 58 funds opened new Agrium positions in Q4 2013 and 44 closed out, a net change of +14 holders.
- The largest Agrium buyer in Q4 2013 was Putnam Investments, an estimated $105M added.
- The largest Agrium seller in Q4 2013 was Jana Partners, an estimated $688M sold.
Based on aggregated 13F filings for Q4 2013.