Agrium
AGU
AGU was delisted on the 29th of December, 2017.
324 hedge funds and large institutions have $11B invested in Agrium in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 47 closing their positions.
1% more capital invested
Capital invested by funds: $10.8B → $11B (+$139M)
5% less funds holding
Funds holding: 341 → 324 (-17)
13% less call options, than puts
Call options by funds: $104M | Put options by funds: $119M
17% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 127
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
26% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$215M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$56.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.6M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$43.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$79.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$61.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$46.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$33.2M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$20.9M |
AGU Hedge Fund Activity: Q2 2015 in Review
324 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Agrium (AGU) for Q2 2015, worth a combined $11B — up 1.3% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of AGU and 35 opened new positions — a net loss of 12 holders — while 127 trimmed existing stakes and 105 added.
The largest buyer was ValueAct Holdings, adding an estimated $215M. The largest seller was Franklin Resources, cutting an estimated $79.9M.
- 324 institutional investors held Agrium (AGU) as of Q2 2015, down from 341 in Q1 2015.
- Funds reported $11B of Agrium stock for Q2 2015, up 1.3% quarter-over-quarter.
- 35 funds opened new Agrium positions in Q2 2015 and 47 closed out, a net change of -12 holders.
- The largest Agrium buyer in Q2 2015 was ValueAct Holdings, an estimated $215M added.
- The largest Agrium seller in Q2 2015 was Franklin Resources, an estimated $79.9M sold.
Based on aggregated 13F filings for Q2 2015.