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FPI

Farmland Partners

105 hedge funds and large institutions have $124M invested in Farmland Partners in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $104M → $124M (+$19.8M)

8% more funds holding

Funds holding: 97105 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.09% less ownership

Funds ownership: 51.63%47.54% (-4.1%)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

79% less call options, than puts

Call options by funds: $153K | Put options by funds: $716K

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
30
Reduced
35
Closed
7
Calls
$153K
Puts
$716K
Net Calls
-$563K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
GACM
1
Global Alpha Capital Management
Quebec, Canada
$24.5M -$1.03M -135,600 -5%
BlackRock
2
BlackRock
New York
$17.1M +$355K +46,922 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.1M -$1.75M -231,321 -14%
Ameriprise
4
Ameriprise
Minnesota
$9.9M +$666K +87,912 +8%
Deutsche Bank
5
Deutsche Bank
Germany
$5.59M +$35.7K +4,721 +0.7%
State Street
6
State Street
Massachusetts
$5.1M -$73.6K -9,718 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.25M +$230K +30,432 +7%
GAMC
8
Garner Asset Management Corp
Texas
$4.05M +$25.9K +3,416 +2%
Northern Trust
9
Northern Trust
Illinois
$3.31M -$143K -18,868 -5%
TAM
10
Tocqueville Asset Management
New York
$3.27M +$71.2K +9,400 +3%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73M -$1.07M -141,400 -31%
Morgan Stanley
12
Morgan Stanley
New York
$2.54M -$32.4K -4,274 -1%
UIC
13
Uniplan Investment Counsel
Wisconsin
$2.53M -$122K -16,077 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.15M +$85.1K +11,240 +5%
CCMG
15
Clark Capital Management Group
Pennsylvania
$1.9M -$28.1K -3,708 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.87M +$129K +17,085 +9%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.82M -$65K -8,592 -4%
TFCM
18
Taylor Frigon Capital Management
Arizona
$1.79M -$36.7K -4,844 -2%
Wells Fargo
19
Wells Fargo
California
$1.17M +$103K +13,568 +11%
N
20
Nuveen
North Carolina
$1.12M +$47.7K +6,302 +5%
BWM
21
BCGM Wealth Management
Indiana
$814K +$528K +69,690 New
FM
22
Forward Management
California
$785K
RJA
23
Raymond James & Associates
Florida
$775K +$58.2K +7,690 +9%
JP Morgan Chase
24
JP Morgan Chase
New York
$697K +$418K +55,228 +222%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$638K

FPI Hedge Fund Activity: Q4 2020 in Review

105 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Farmland Partners (FPI) for Q4 2020, worth a combined $124M — up 19% from $104M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FPI positions and 7 closed out — a net gain of 9 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Ameriprise, adding an estimated $666K. The largest seller was AJO LP, exiting entirely with an estimated $3.45M sold.

  • 105 institutional investors held Farmland Partners (FPI) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $124M of Farmland Partners stock for Q4 2020, up 19% quarter-over-quarter.
  • 16 funds opened new Farmland Partners positions in Q4 2020 and 7 closed out, a net change of +9 holders.
  • The largest Farmland Partners buyer in Q4 2020 was Ameriprise, an estimated $666K added.
  • The largest Farmland Partners seller in Q4 2020 was AJO LP, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2020.