ADECOAGRO S A AGRO
COM · Common Stock · CUSIP L00849106
- SectorConsumer staples
- IndustryAgricultural Production-Crops
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($285.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.73. Options: 6 managers hold calls ($1.0m notional), 6 hold puts ($436.9k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 90 |
| Q4 2022 | 72 |
| Q1 2023 | 77 |
| Q2 2023 | 82 |
| Q3 2023 | 88 |
| Q4 2023 | 114 |
| Q1 2024 | 116 |
| Q2 2024 | 116 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 30 | 51 |
| Q1 2023 | 37 | 26 |
| Q2 2023 | 36 | 39 |
| Q3 2023 | 41 | 46 |
| Q4 2023 | 72 | 29 |
| Q1 2024 | 50 | 64 |
| Q2 2024 | 66 | 49 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.5m | $796.0k | 0.31 |
| Q4 2023 | $1.4m | $629.7k | 0.46 |
| Q1 2024 | $1.5m | $564.1k | 0.37 |
| Q2 2024 | $1.0m | $436.9k | 0.42 |
Biggest buyers
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | Added | +667.9k |
| Herr Investment Group LLC | Added | +616.3k |
| GMT Capital Corp | New | +579.0k |
| 683 Capital Management, LLC | New | +500.0k |
| JENNISON ASSOCIATES LLC | Added | +321.6k |
| D. E. Shaw & Co., Inc. | Added | +260.8k |
| Qube Research & Technologies Ltd | Added | +255.2k |
| Amundi | Added | +210.0k |
| HRT FINANCIAL LP | Added | +176.0k |
| Man Group plc | Added | +164.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.7m |
| Route One Investment Company, L.P. | Reduced | -1.5m |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -691.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -522.8k |
| Walleye Capital LLC | Sold out | -281.3k |
| MIRABELLA FINANCIAL SERVICES LLP | Sold out | -225.4k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -215.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -186.5k |
| Aberdeen Group plc | Reduced | -138.0k |
| Boston Partners | Reduced | -126.6k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $789.0k81.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $169.3k17.4k shares |
| CITADEL ADVISORS LLC | Added | $65.2k6.7k shares |
| PEAK6 Investments LLC | Reduced | $10.7k1.1k shares |
| GROUP ONE TRADING LLC | Added | $6.8k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Unchanged | $194.6k20.0k shares |
| PEAK6 Investments LLC | Reduced | $170.3k17.5k shares |
| GROUP ONE TRADING LLC | Added | $59.4k6.1k shares |
| CITADEL ADVISORS LLC | Reduced | $11.7k1.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Tether Global Investments Fund, S.I.C.A.F., S.A.
13D · may seek influence
no change · filed 2026-03-26
Stated purposeItem 4 is hereby amended and supplemented to add the following: Effective on March 24, 2026, Tether Investments transferred 105,880,368 Common Shares to Tether International, S.A. de C.V. (the "Transfer"). The Transfer resulted in no change in the aggregate number of Common Shares beneficially owned by the Reporting Persons. Full filing |
74.8% |
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Route One Investment Company, L.P. 3.73% of their portfolio | 10.1m $98.0m | Reduced -1.5m |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 6.3m $60.9m | Added +321.6k |
| PGGM Investments 0.63% of their portfolio | 4.5m $43.8m | Unchanged |
| Herr Investment Group LLC 7.63% of their portfolio | 2.6m $25.8m | Added +616.3k |
| Helikon Investments Ltd 2.31% of their portfolio | 2.6m $25.1m | Added +51.3k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3.07% of their portfolio | 2.4m $23.1m | Added +667.9k |
| Westwood Global Investments, LLC 0.87% of their portfolio | 1.8m $17.4m | Reduced -21.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 1.7m $16.5m | Reduced -691.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $15.8m | Reduced -125.8k |
| Amundi 0.00% of their portfolio | 1.1m $10.6m | Added +210.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 1.0m $10.1m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 835.5k $8.1m | Reduced -2.7m |
| Invesco Ltd. 0.00% of their portfolio | 620.1k $6.0m | Reduced -14.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 610.4k $5.9m | Reduced -186.5k |
| GMT Capital Corp 0.21% of their portfolio | 579.0k $5.6m | New |
| Boston Partners 0.01% of their portfolio | 553.0k $5.4m | Reduced -126.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 502.2k $4.9m | Reduced -114.4k |
| 683 Capital Management, LLC 0.51% of their portfolio | 500.0k $4.9m | New |
| Absolute Gestao de Investimentos Ltda. 1.81% of their portfolio | 356.7k $3.5m | Reduced -22.1k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 353.0k $3.4m | Added +147.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 351.3k $3.4m | Reduced -522.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 350.5k $3.4m | Added +255.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 331.6k $3.2m | Added +121.9k |
| BlackRock Inc. 0.00% of their portfolio | 326.3k $3.2m | Added +16.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 315.4k $3.1m | Added +28.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 315.3k $3.1m | Reduced -81.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 305.1k $3.0m | Added +260.8k |
| Aberdeen Group plc 0.01% of their portfolio | 291.2k $2.8m | Reduced -138.0k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 283.6k $2.8m | Added +132.3k |
| Claret Asset Management Corp 0.49% of their portfolio | 281.9k $2.7m | Reduced -15.6k |
| HRT FINANCIAL LP 0.01% of their portfolio | 251.1k $2.4m | Added +176.0k |
| Walnut Level Capital LLC 1.59% of their portfolio | 241.3k $2.3m | Reduced -82.0k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 240.6k $2.3m | Added +33.9k |
| Man Group plc 0.01% of their portfolio | 237.9k $2.3m | Added +164.0k |
| CITIGROUP INC 0.00% of their portfolio | 237.0k $2.3m | Unchanged |
| SAPIENT CAPITAL LLC 0.04% of their portfolio | 206.6k $2.0m | Unchanged |
| Engineers Gate Manager LP 0.04% of their portfolio | 202.8k $2.0m | Added +64.9k |
| CLOVERFIELDS CAPITAL GROUP, LP 0.59% of their portfolio | 179.4k $1.7m | Added +2.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 174.6k $1.7m | Added +66.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 158.3k $1.5m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 152.9k $1.5m | Added +88.5k |
| B. Riley Wealth Advisors, Inc. 0.04% of their portfolio | 147.6k $1.4m | Added +23.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 123.9k $1.2m | Reduced -57.9k |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 0.22% of their portfolio | 118.4k $1.2m | Added +45.7k |
| PING CAPITAL MANAGEMENT, INC. 0.69% of their portfolio | 113.0k $1.1m | First filing |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 110.0k $1.1m | Reduced -95.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 107.5k $1.0m | Added +2.1k |
| Nebula Research & Development LLC 0.17% of their portfolio | 105.0k $1.0m | Added +43.7k |
| Banco BTG Pactual S.A. 0.23% of their portfolio | 94.2k $909.2k | Reduced -5.8k |
| Legal & General Group Plc 0.00% of their portfolio | 92.4k $899.0k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 87.2k $848.8k | Added +15.7k |
| Graham Capital Management, L.P. 0.03% of their portfolio | 78.1k $760.2k | Added +5.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 76.7k $747.0k | Added +288 |
| Quent Capital, LLC 0.08% of their portfolio | 75.0k $729.6k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 71.9k $700.0k | Added +32.1k |
| Quadrature Capital Ltd 0.01% of their portfolio | 68.6k $667.5k | New |
| Semanteon Capital Management, LP 0.47% of their portfolio | 67.8k $660.1k | Added +22.7k |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 53.0k $516.0k | Added +27.4k |
| Jump Financial, LLC 0.01% of their portfolio | 50.3k $489.5k | Added +37.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 48.8k $475.3k | Added +2.3k |
| Quantbot Technologies LP 0.02% of their portfolio | 48.7k $473.4k | Added +19.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 48.5k $472.0k | Added +25.2k |
| Aristides Capital LLC 0.10% of their portfolio | 47.6k $462.8k | New |
| RBF Capital, LLC 0.03% of their portfolio | 47.0k $457.6k | Reduced -10.0k |
| FMR LLC 0.00% of their portfolio | 43.8k $425.7k | Reduced -2.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 43.5k $423.7k | New |
| MQS Management LLC 0.25% of their portfolio | 43.1k $419.2k | Added +15.3k |
| DGS Capital Management, LLC 0.11% of their portfolio | 41.2k $400.5k | Added +7.1k |
| Centiva Capital, LP 0.02% of their portfolio | 38.7k $376.4k | Added +26.7k |
| Magnetar Financial LLC 0.01% of their portfolio | 35.4k $344.7k | New |
| Simplicity Wealth,LLC 0.01% of their portfolio | 35.1k $341.9k | Added +154 |
| Verition Fund Management LLC 0.00% of their portfolio | 31.6k $307.4k | New |
| PRINCIPAL SECURITIES, INC. 0.01% of their portfolio | 31.0k $301.6k | Added +2.2k |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 30.4k $301.4k | Reduced -943 |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 30.3k $294.9k | Added +1.7k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 27.9k $271.3k | Reduced -11.0k |
| State of Wyoming 0.04% of their portfolio | 27.8k $270.6k | Reduced -18.9k |
| BAILARD, INC. 0.01% of their portfolio | 26.9k $261.7k | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 26.8k $260.0k | Reduced -7.8k |
| Rockingstone Advisors LLC 0.13% of their portfolio | 26.7k $259.5k | Reduced -3.9k |
| Petrus Trust Company, LTA 0.02% of their portfolio | 26.5k $257.6k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 23.8k $231.6k | Added +14.5k |
| Metis Global Partners, LLC 0.01% of their portfolio | 23.2k $226.2k | Unchanged |
| CHOREO, LLC 0.00% of their portfolio | 21.8k $216.2k | Unchanged |
| Counterpoint Mutual Funds LLC 0.05% of their portfolio | 21.4k $208.7k | New |
| Handelsbanken Fonder AB 0.00% of their portfolio | 18.6k $181.0k | Unchanged |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 18.1k $176.0k | Reduced -47.9k |
| BigSur Wealth Management LLC 0.05% of their portfolio | 18.0k $175.1k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 16.2k $157.6k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 15.7k $153.0k | Added +966 |
| Quarry LP 0.03% of their portfolio | 15.2k $147.9k | Added +13.1k |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 14.8k $143.8k | Reduced -1.2k |
| UBS Group AG 0.00% of their portfolio | 13.4k $130.0k | Reduced -7.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 13.0k $126.1k | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 12.9k $125.1k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 12.3k $119.7k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 11.1k $108.3k | Reduced -52 |
| FOX RUN MANAGEMENT, L.L.C. 0.02% of their portfolio | 10.8k $104.9k | New |
| PEAK6 Investments LLC 0.00% of their portfolio | 10.6k $103.6k | Added +5.9k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 6.7k $65.2k | Added +2.8k |