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FPI

Farmland Partners

174 hedge funds and large institutions have $356M invested in Farmland Partners in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $265M → $356M (+$90.7M)

18% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $2.93M

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

6.45% more ownership

Funds ownership: 52.68%59.13% (+6.5%)

1% more funds holding

Funds holding: 172174 (+2)

36% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
46
Reduced
72
Closed
20
Calls
$3.46M
Puts
$2.93M
Net Calls
+$532K
Net Calls Change
-$992K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$58.8M +$26M +2,245,072 +91%
BlackRock
2
BlackRock
New York
$47.2M +$1.78M +153,626 +4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$34.4M +$4.86M +419,879 +18%
GACM
4
Global Alpha Capital Management
Quebec, Canada
$28.5M -$8.51M -735,264 -24%
UIC
5
Uniplan Investment Counsel
Wisconsin
$16.2M -$1.68M -145,256 -10%
State Street
6
State Street
Massachusetts
$14M +$3.54K +306 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$13.4M +$1.01M +87,205 +9%
Morgan Stanley
8
Morgan Stanley
New York
$12.6M +$7.34M +634,065 +169%
Deutsche Bank
9
Deutsche Bank
Germany
$7.75M -$34.3K -2,963 -0.5%
HA
10
Heartland Advisors
Wisconsin
$7M -$1.2M -103,393 -17%
Northern Trust
11
Northern Trust
Illinois
$5.58M -$322K -27,792 -6%
Millennium Management
12
Millennium Management
New York
$5.58M +$4.95M +427,716 +2,194%
Charles Schwab
13
Charles Schwab
California
$4.37M -$37.3K -3,224 -0.9%
GAMC
14
Garner Asset Management Corp
Texas
$4.3M -$391K -33,766 -8%
OC
15
Oppenheimer & Co
New York
$3.91M -$853K -73,666 -19%
LPL Financial
16
LPL Financial
California
$3.81M +$5.6K +484 +0.2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.79M -$121K -10,447 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.75M -$136K -11,781 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$3.64M +$2.24M +193,272 +196%
FA
20
Faithward Advisors
Pennsylvania
$3.14M -$120K -10,354 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.13M +$167K +14,403 +6%
BWM
22
BCGM Wealth Management
Indiana
$3.13M +$133K +11,462 +5%
BA
23
Bard Associates
Illinois
$2.9M -$39.1K -3,380 -1%
RJA
24
Raymond James & Associates
Florida
$2.57M -$173K -14,917 -7%
CS
25
Credit Suisse
Switzerland
$2.51M -$130K -11,223 -5%

FPI Hedge Fund Activity: Q4 2023 in Review

174 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Farmland Partners (FPI) for Q4 2023, worth a combined $356M — up 34% from $265M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FPI positions and 20 closed out — a net gain of 3 holders — while 46 added to existing stakes and 72 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26M. The largest seller was Global Alpha Capital Management, cutting an estimated $8.51M.

  • 174 institutional investors held Farmland Partners (FPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $356M of Farmland Partners stock for Q4 2023, up 34% quarter-over-quarter.
  • 23 funds opened new Farmland Partners positions in Q4 2023 and 20 closed out, a net change of +3 holders.
  • The largest Farmland Partners buyer in Q4 2023 was Vanguard Group, an estimated $26M added.
  • The largest Farmland Partners seller in Q4 2023 was Global Alpha Capital Management, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2023.