Farmland Partners
FPI
173 hedge funds and large institutions have $292M invested in Farmland Partners in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 29 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 53
1.11% more ownership
Funds ownership: 49.25% → 50.35% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 185 → 173 (-12)
13% less capital invested
Capital invested by funds: $335M → $292M (-$42.4M)
19% less call options, than puts
Call options by funds: $5.36M | Put options by funds: $6.59M
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$11.3M |
| 2 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$7.18M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.85M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.66M |
| 5 |
BlackRock
New York
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$6.11M |
| 2 |
Morgan Stanley
New York
|
-$3.72M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.57M |
| 4 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$2.93M |
| 5 |
D.E. Shaw & Co
New York
|
-$2.88M |
FPI Hedge Fund Activity: Q1 2023 in Review
173 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Farmland Partners (FPI) for Q1 2023, worth a combined $292M — down 13% from $335M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FPI and 18 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 66 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $11.3M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $6.11M sold.
- 173 institutional investors held Farmland Partners (FPI) as of Q1 2023, down from 185 in Q4 2022.
- Funds reported $292M of Farmland Partners stock for Q1 2023, down 13% quarter-over-quarter.
- 18 funds opened new Farmland Partners positions in Q1 2023 and 29 closed out, a net change of -11 holders.
- The largest Farmland Partners buyer in Q1 2023 was Massachusetts Financial Services, an estimated $11.3M added.
- The largest Farmland Partners seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $6.11M sold.
Based on aggregated 13F filings for Q1 2023.