BrasilAgro
LND
9 hedge funds and large institutions have $2.18M invested in BrasilAgro in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
28% more capital invested
Capital invested by funds: $1.7M → $2.18M (+$476K)
13% more funds holding
Funds holding: 8 → 9 (+1)
0.08% more ownership
Funds ownership: 0.73% → 0.8% (+0.08%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$24.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$23.7K |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$109 |
| 5 |
HMS
Hanseatic Management Services
Albuquerque,
New Mexico
|
-$34 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $1.25M | -$24.4K | -5,798 | -2% |
|
|
2
Morgan Stanley
New York
| $660K | +$178K | +42,313 | +44% |
|
|
BDS
3
Banco de Sabadell
Miami,
Florida
| $119K | – | – | – |
|
|
KGI
4
Kopernik Global Investors
Tampa,
Florida
| $54K | – | – | – |
|
|
KGACF
5
Kopernik Global All-Cap Fund
Tampa,
Florida
| $54K | +$47.7K | +11,325 | New |
|
|
HMS
6
Hanseatic Management Services
Albuquerque,
New Mexico
| $21K | -$34 | -8 | -0.2% |
|
|
TCWM
7
Total Clarity Wealth Management
St. Charles,
Illinois
| $10K | +$8.5K | +2,019 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $4K | -$23.7K | -5,623 | -88% |
|
|
FGAM
9
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$5K | -1,123 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$109 | -26 | -26% |
|
LND Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BrasilAgro (LND) for Q4 2019, worth a combined $2.18M — up 28% from $1.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LND positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $178K. The largest seller was Northern Trust, cutting an estimated $24.4K.
- 9 institutional investors held BrasilAgro (LND) as of Q4 2019, up from 8 in Q3 2019.
- Funds reported $2.18M of BrasilAgro stock for Q4 2019, up 28% quarter-over-quarter.
- 2 funds opened new BrasilAgro positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest BrasilAgro buyer in Q4 2019 was Morgan Stanley, an estimated $178K added.
- The largest BrasilAgro seller in Q4 2019 was Northern Trust, an estimated $24.4K sold.
Based on aggregated 13F filings for Q4 2019.