BrasilAgro
LND
6 hedge funds and large institutions have $890K invested in BrasilAgro in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $831K → $890K (+$59K)
0.05% more ownership
Funds ownership: 0.42% → 0.47% (+0.05%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$146K |
| 2 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$19.6K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$63.1K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $689K | +$146K | +40,963 | +25% |
|
|
BDS
2
Banco de Sabadell
Miami,
Florida
| $84K | – | – | – |
|
|
RCG
3
Ruane, Cunniff & Goldfarb
New York
| $63K | +$19.6K | +5,505 | +41% |
|
|
KGI
4
Kopernik Global Investors
Tampa,
Florida
| $44K | – | – | – |
|
|
5
Morgan Stanley
New York
| $10K | -$63.1K | -17,719 | -86% |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$1K | -291 | Closed |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | +$4 | +1 | New |
|
LND Hedge Fund Activity: Q3 2018 in Review
6 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BrasilAgro (LND) for Q3 2018, worth a combined $890K — up 7.1% from $831K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LND and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Northern Trust, adding an estimated $146K. The largest seller was Morgan Stanley, cutting an estimated $63.1K.
- 6 institutional investors held BrasilAgro (LND) as of Q3 2018, down from 7 in Q2 2018.
- Funds reported $890K of BrasilAgro stock for Q3 2018, up 7.1% quarter-over-quarter.
- 1 fund opened new BrasilAgro positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest BrasilAgro buyer in Q3 2018 was Northern Trust, an estimated $146K added.
- The largest BrasilAgro seller in Q3 2018 was Morgan Stanley, an estimated $63.1K sold.
Based on aggregated 13F filings for Q3 2018.