BrasilAgro
LND
5 hedge funds and large institutions have $1.36M invested in BrasilAgro in 2018 Q4 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
52% more capital invested
Capital invested by funds: $890K → $1.36M (+$466K)
0.12% more ownership
Funds ownership: 0.47% → 0.59% (+0.12%)
17% less funds holding
Funds holding: 6 → 5 (-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
|
+$289K |
| 2 |
Morgan Stanley
New York
|
+$14.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$63K |
| 2 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
-$640 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $1.14M | +$289K | +75,452 | +36% |
|
|
BDS
2
Banco de Sabadell
Miami,
Florida
| $100K | – | – | – |
|
|
KGI
3
Kopernik Global Investors
Tampa,
Florida
| $53K | -$640 | -167 | -1% |
|
|
FGC
4
Financial Gravity Companies
Lakeway,
Texas
| $40K | +$33.9K | +8,853 | New |
|
|
5
Morgan Stanley
New York
| $27K | +$14.1K | +3,682 | +124% |
|
|
RCG
6
Ruane, Cunniff & Goldfarb
New York
| – | -$63K | -18,965 | Closed |
|
LND Hedge Fund Activity: Q4 2018 in Review
5 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BrasilAgro (LND) for Q4 2018, worth a combined $1.36M — up 52% from $890K 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 $289K. The largest seller was Ruane, Cunniff & Goldfarb, exiting entirely with an estimated $63K sold.
- 5 institutional investors held BrasilAgro (LND) as of Q4 2018, down from 6 in Q3 2018.
- Funds reported $1.36M of BrasilAgro stock for Q4 2018, up 52% quarter-over-quarter.
- 1 fund opened new BrasilAgro positions in Q4 2018 and 2 closed out, a net change of -1 holder.
- The largest BrasilAgro buyer in Q4 2018 was Northern Trust, an estimated $289K added.
- The largest BrasilAgro seller in Q4 2018 was Ruane, Cunniff & Goldfarb, an estimated $63K sold.
Based on aggregated 13F filings for Q4 2018.