BrasilAgro
LND
3 hedge funds and large institutions have $1.19M invested in BrasilAgro in 2020 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.
10% more capital invested
Capital invested by funds: $1.07M → $1.19M (+$112K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.04% less ownership
Funds ownership: 0.56% → 0.52% (-0.04%)
57% less funds holding
Funds holding: 7 → 3 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$40.5K |
| 2 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
-$35K |
| 3 |
HMS
Hanseatic Management Services
Albuquerque,
New Mexico
|
-$11K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $701K | -$40.5K | -11,180 | -6% |
|
|
2
Morgan Stanley
New York
| $393K | +$3.43K | +947 | +0.9% |
|
|
BDS
3
Banco de Sabadell
Miami,
Florida
| $93K | – | – | – |
|
|
KGI
4
Kopernik Global Investors
Tampa,
Florida
| – | -$35K | -11,325 | Closed |
|
|
HMS
5
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$11K | -3,402 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$3K | -1,087 | Closed |
|
LND Hedge Fund Activity: Q2 2020 in Review
3 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BrasilAgro (LND) for Q2 2020, worth a combined $1.19M — up 10% from $1.07M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LND and 0 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $3.43K. The largest seller was Northern Trust, cutting an estimated $40.5K.
- 3 institutional investors held BrasilAgro (LND) as of Q2 2020, down from 7 in Q1 2020.
- Funds reported $1.19M of BrasilAgro stock for Q2 2020, up 10% quarter-over-quarter.
- 0 funds opened new BrasilAgro positions in Q2 2020 and 4 closed out, a net change of -4 holders.
- The largest BrasilAgro buyer in Q2 2020 was Morgan Stanley, an estimated $3.43K added.
- The largest BrasilAgro seller in Q2 2020 was Northern Trust, an estimated $40.5K sold.
Based on aggregated 13F filings for Q2 2020.