BrasilAgro
LND
10 hedge funds and large institutions have $2.29M invested in BrasilAgro in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
5% more capital invested
Capital invested by funds: $2.18M → $2.29M (+$105K)
0.03% less ownership
Funds ownership: 1% → 0.97% (-0.03%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$820K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$400 |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$216 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$845K |
| 2 |
Morgan Stanley
New York
|
-$33.1K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10K |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$8.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $1.12M | -$845K | -211,262 | -44% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $854K | +$820K | +205,169 | New |
|
|
3
Morgan Stanley
New York
| $120K | -$33.1K | -8,276 | -22% |
|
|
BDS
4
Banco de Sabadell
Miami,
Florida
| $104K | – | – | – |
|
|
KGI
5
Kopernik Global Investors
Tampa,
Florida
| $47K | – | – | – |
|
|
HMS
6
Hanseatic Management Services
Albuquerque,
New Mexico
| $19K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $14K | +$400 | +100 | +3% |
|
|
FGAM
8
Financial Gravity Asset Management
Lakeway,
Texas
| $10K | -$8.02K | -2,005 | -46% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$1.1K | +276 | New |
|
|
10
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$10K | -2,800 | Closed |
|
|
BCMIO
11
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$216 | +54 | New |
|
LND Hedge Fund Activity: Q2 2019 in Review
10 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BrasilAgro (LND) for Q2 2019, worth a combined $2.29M — up 4.8% from $2.18M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LND positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $820K. The largest seller was Northern Trust, cutting an estimated $845K.
- 10 institutional investors held BrasilAgro (LND) as of Q2 2019, up from 8 in Q1 2019.
- Funds reported $2.29M of BrasilAgro stock for Q2 2019, up 4.8% quarter-over-quarter.
- 3 funds opened new BrasilAgro positions in Q2 2019 and 1 closed out, a net change of +2 holders.
- The largest BrasilAgro buyer in Q2 2019 was Bank of America, an estimated $820K added.
- The largest BrasilAgro seller in Q2 2019 was Northern Trust, an estimated $845K sold.
Based on aggregated 13F filings for Q2 2019.