Vault-13

ADECOAGRO S A AGRO

COM · Common Stock · CUSIP L00849106

116 institutional holders +0 vs Q1 2024
48,749,03948.7m shares reported held*
$474.3mreported value*
17 new 49 added 31 reduced 18 sold out net sold ≈ $24.1m (-2.5m shares)

* 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

050100150Q3 22: 90Q4 22: 72Q1 23: 77Q2 23: 82Q3 23: 88Q4 23: 114Q1 24: 116Q2 24: 116116Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202290
Q4 202272
Q1 202377
Q2 202382
Q3 202388
Q4 2023114
Q1 2024116
Q2 2024116

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 30 bought or addedQ4 22: 51 cut or sold outQ4 22Q1 23: 37 bought or addedQ1 23: 26 cut or sold outQ2 23: 36 bought or addedQ2 23: 39 cut or sold outQ2 23Q3 23: 41 bought or addedQ3 23: 46 cut or sold outQ4 23: 72 bought or addedQ4 23: 29 cut or sold outQ4 23Q1 24: 50 bought or addedQ1 24: 64 cut or sold outQ2 24: 66 bought or addedQ2 24: 49 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223051
Q1 20233726
Q2 20233639
Q3 20234146
Q4 20237229
Q1 20245064
Q2 20246649

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 23 calls: $2.5mQ3 23 puts: $796.0kQ3 23P/C 0.31Q4 23 calls: $1.4mQ4 23 puts: $629.7kQ4 23P/C 0.46Q1 24 calls: $1.5mQ1 24 puts: $564.1kQ1 24P/C 0.37Q2 24 calls: $1.0mQ2 24 puts: $436.9kQ2 24P/C 0.42
Numbers
QuarterCallsPutsP/C
Q3 2023$2.5m$796.0k0.31
Q4 2023$1.4m$629.7k0.46
Q1 2024$1.5m$564.1k0.37
Q2 2024$1.0m$436.9k0.42

Biggest buyers

DISCOVERY CAPITAL MANAGEMENT, LLC / CT Added +667,878+667.9k
Herr Investment Group LLC Added +616,345+616.3k
GMT Capital Corp New +579,000+579.0k
683 Capital Management, LLC New +500,000+500.0k
JENNISON ASSOCIATES LLC Added +321,572+321.6k
D. E. Shaw & Co., Inc. Added +260,790+260.8k
Qube Research & Technologies Ltd Added +255,173+255.2k
Amundi Added +209,954+210.0k
HRT FINANCIAL LP Added +176,043+176.0k
Man Group plc Added +164,041+164.0k

Biggest sellers

MORGAN STANLEY Reduced -2,746,358-2.7m
Route One Investment Company, L.P. Reduced -1,536,506-1.5m
Grantham, Mayo, Van Otterloo & Co. LLC Reduced -691,900-691.9k
MILLENNIUM MANAGEMENT LLC Reduced -522,808-522.8k
Walleye Capital LLC Sold out -281,285-281.3k
MIRABELLA FINANCIAL SERVICES LLP Sold out -225,419-225.4k
Mirae Asset Global Investments Co., Ltd. Sold out -215,887-215.9k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -186,456-186.5k
Aberdeen Group plc Reduced -138,025-138.0k
Boston Partners Reduced -126,565-126.6k

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.

HolderStakeChangeShares Last filed
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% no change 105.9m≈ $1.0bn 2026-03-26

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Route One Investment Company, L.P. 3.73% of their portfolio San Francisco, CA 10,076,47410.1m $98.0m $98.0m 3.73% Reduced -1.5m -1,536,506
2 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 6,254,2926.3m $60.9m $60.9m 0.04% Added +321.6k +321,572
3 PGGM Investments 0.63% of their portfolio ZEIST, P7 4,500,0004.5m $43.8m $43.8m 0.63% Unchanged
4 Herr Investment Group LLC 7.63% of their portfolio AUSTIN, TX 2,649,5552.6m $25.8m $25.8m 7.63% Added +616.3k +616,345
5 Helikon Investments Ltd 2.31% of their portfolio LONDON, X0 2,578,2292.6m $25.1m $25.1m 2.31% Added +51.3k +51,305
6 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3.07% of their portfolio SOUTH NORWALK, CT 2,376,6142.4m $23.1m $23.1m 3.07% Added +667.9k +667,878
7 Westwood Global Investments, LLC 0.87% of their portfolio BOSTON, MA 1,788,3861.8m $17.4m $17.4m 0.87% Reduced -21.0k -21,000
8 Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio Boston, MA 1,695,1601.7m $16.5m $16.5m 0.06% Reduced -691.9k -691,900
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,628,4761.6m $15.8m $15.8m 0.00% Reduced -125.8k -125,764
10 Amundi 0.00% of their portfolio Paris, I0 1,084,5601.1m $10.6m $10.6m 0.00% Added +210.0k +209,954
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio CAUSEWAY BAY, K3 1,033,5821.0m $10.1m $10.1m 0.02% First filing
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 835,504835.5k $8.1m $8.1m 0.00% Reduced -2.7m -2,746,358
13 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 620,070620.1k $6.0m $6.0m 0.00% Reduced -14.5k -14,470
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 610,434610.4k $5.9m $5.9m 0.00% Reduced -186.5k -186,456
15 GMT Capital Corp 0.21% of their portfolio ATLANTA, GA 579,000579.0k $5.6m $5.6m 0.21% New
16 Boston Partners 0.01% of their portfolio BOSTON, MA 552,972553.0k $5.4m $5.4m 0.01% Reduced -126.6k -126,565
17 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 502,163502.2k $4.9m $4.9m 0.01% Reduced -114.4k -114,433
18 683 Capital Management, LLC 0.51% of their portfolio NEW YORK, NY 500,000500.0k $4.9m $4.9m 0.51% New
19 Absolute Gestao de Investimentos Ltda. 1.81% of their portfolio SAO PAULO, D5 356,680356.7k $3.5m $3.5m 1.81% Reduced -22.1k -22,059
20 Cubist Systematic Strategies, LLC 0.06% of their portfolio STAMFORD, CT 353,010353.0k $3.4m $3.4m 0.06% Added +147.1k +147,128
21 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 351,329351.3k $3.4m $3.4m 0.00% Reduced -522.8k -522,808
22 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 350,473350.5k $3.4m $3.4m 0.01% Added +255.2k +255,173
23 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 331,598331.6k $3.2m $3.2m 0.01% Added +121.9k +121,882
24 BlackRock Inc. 0.00% of their portfolio New York, NY 326,325326.3k $3.2m $3.2m 0.00% Added +16.4k +16,445
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 315,412315.4k $3.1m $3.1m 0.00% Added +28.4k +28,366
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 315,268315.3k $3.1m $3.1m 0.00% Reduced -81.1k -81,095
27 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 305,144305.1k $3.0m $3.0m 0.00% Added +260.8k +260,790
28 Aberdeen Group plc 0.01% of their portfolio EDINBURGH, X0 291,201291.2k $2.8m $2.8m 0.01% Reduced -138.0k -138,025
29 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 283,600283.6k $2.8m $2.8m 0.01% Added +132.3k +132,300
30 Claret Asset Management Corp 0.49% of their portfolio MONTREAL, A8 281,942281.9k $2.7m $2.7m 0.49% Reduced -15.6k -15,605
31 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 251,145251.1k $2.4m $2.4m 0.01% Added +176.0k +176,043
32 Walnut Level Capital LLC 1.59% of their portfolio DENVER, CO 241,317241.3k $2.3m $2.3m 1.59% Reduced -82.0k -82,000
33 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 240,613240.6k $2.3m $2.3m 0.03% Added +33.9k +33,894
34 Man Group plc 0.01% of their portfolio LONDON, X0 237,863237.9k $2.3m $2.3m 0.01% Added +164.0k +164,041
35 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 236,988237.0k $2.3m $2.3m 0.00% Unchanged
36 SAPIENT CAPITAL LLC 0.04% of their portfolio INDIANAPOLIS, IN 206,627206.6k $2.0m $2.0m 0.04% Unchanged
37 Engineers Gate Manager LP 0.04% of their portfolio NEW YORK, NY 202,751202.8k $2.0m $2.0m 0.04% Added +64.9k +64,914
38 CLOVERFIELDS CAPITAL GROUP, LP 0.59% of their portfolio MINNEAPOLIS, MN 179,362179.4k $1.7m $1.7m 0.59% Added +2.3k +2,346
39 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 174,576174.6k $1.7m $1.7m 0.01% Added +66.0k +66,011
40 STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio LYSAKER, Q8 158,338158.3k $1.5m $1.5m 0.01% Unchanged
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 152,874152.9k $1.5m $1.5m 0.00% Added +88.5k +88,478
42 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 147,550147.6k $1.4m $1.4m 0.04% Added +23.6k +23,560
43 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 123,912123.9k $1.2m $1.2m 0.00% Reduced -57.9k -57,914
44 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 0.22% of their portfolio AUSTIN, TX 118,383118.4k $1.2m $1.2m 0.22% Added +45.7k +45,747
45 PING CAPITAL MANAGEMENT, INC. 0.69% of their portfolio NEW YORK, NY 113,000113.0k $1.1m $1.1m 0.69% First filing
46 GSA CAPITAL PARTNERS LLP 0.07% of their portfolio LONDON, X0 110,016110.0k $1.1m $1.1m 0.07% Reduced -95.0k -94,997
47 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 107,461107.5k $1.0m $1.0m 0.00% Added +2.1k +2,099
48 Nebula Research & Development LLC 0.17% of their portfolio New York, NY 105,006105.0k $1.0m $1.0m 0.17% Added +43.7k +43,731
49 Banco BTG Pactual S.A. 0.23% of their portfolio RIO DE JANEIRO, D5 94,16594.2k $909.2k $909.2k 0.23% Reduced -5.8k -5,835
50 Legal & General Group Plc 0.00% of their portfolio London, X0 92,39592.4k $899.0k $899.0k 0.00% Unchanged
51 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 87,23787.2k $848.8k $848.8k 0.00% Added +15.7k +15,700
52 Graham Capital Management, L.P. 0.03% of their portfolio ROWAYTON, CT 78,13278.1k $760.2k $760.2k 0.03% Added +5.3k +5,314
53 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 76,74776.7k $747.0k $747.0k 0.00% Added +288 +288
54 Quent Capital, LLC 0.08% of their portfolio NEW YORK, NY 74,98075.0k $729.6k $729.6k 0.08% Unchanged
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 71,93971.9k $700.0k $700.0k 0.00% Added +32.1k +32,067
56 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 68,64268.6k $667.5k $667.5k 0.01% New
57 Semanteon Capital Management, LP 0.47% of their portfolio NEWTON, MA 67,84567.8k $660.1k $660.1k 0.47% Added +22.7k +22,737
58 Campbell & CO Investment Adviser LLC 0.04% of their portfolio BALTIMORE, MD 53,03153.0k $516.0k $516.0k 0.04% Added +27.4k +27,440
59 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 50,30650.3k $489.5k $489.5k 0.01% Added +37.1k +37,086
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 48,84248.8k $475.3k $475.3k 0.00% Added +2.3k +2,286
61 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 48,65148.7k $473.4k $473.4k 0.02% Added +19.3k +19,256
62 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 48,52148.5k $472.0k $472.0k 0.00% Added +25.2k +25,240
63 Aristides Capital LLC 0.10% of their portfolio LOUISVILLE, KY 47,56047.6k $462.8k $462.8k 0.10% New
64 RBF Capital, LLC 0.03% of their portfolio RENO, NV 47,02747.0k $457.6k $457.6k 0.03% Reduced -10.0k -10,000
65 FMR LLC 0.00% of their portfolio BOSTON, MA 43,75643.8k $425.7k $425.7k 0.00% Reduced -2.5k -2,543
66 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 43,54643.5k $423.7k $423.7k 0.00% New
67 MQS Management LLC 0.25% of their portfolio NEW YORK, NY 43,08143.1k $419.2k $419.2k 0.25% Added +15.3k +15,298
68 DGS Capital Management, LLC 0.11% of their portfolio JERSEY CITY, NJ 41,15841.2k $400.5k $400.5k 0.11% Added +7.1k +7,083
69 Centiva Capital, LP 0.02% of their portfolio New York, NY 38,68338.7k $376.4k $376.4k 0.02% Added +26.7k +26,708
70 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 35,42235.4k $344.7k $344.7k 0.01% New
71 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 35,14335.1k $341.9k $341.9k 0.01% Added +154 +154
72 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 31,59331.6k $307.4k $307.4k 0.00% New
73 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 30,99731.0k $301.6k $301.6k 0.01% Added +2.2k +2,208
74 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 30,35730.4k $301.4k $301.4k 0.00% Reduced -943 -943
75 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 30,30630.3k $294.9k $294.9k 0.00% Added +1.7k +1,733
76 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 27,88227.9k $271.3k $271.3k 0.01% Reduced -11.0k -10,963
77 State of Wyoming 0.04% of their portfolio CHEYENNE, WY 27,81227.8k $270.6k $270.6k 0.04% Reduced -18.9k -18,852
78 BAILARD, INC. 0.01% of their portfolio Foster City, CA 26,90026.9k $261.7k $261.7k 0.01% New
79 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 26,75426.8k $260.0k $260.0k 0.00% Reduced -7.8k -7,771
80 Rockingstone Advisors LLC 0.13% of their portfolio GREAT BARRINGTON, MA 26,67026.7k $259.5k $259.5k 0.13% Reduced -3.9k -3,850
81 Petrus Trust Company, LTA 0.02% of their portfolio Dallas, TX 26,48026.5k $257.6k $257.6k 0.02% Unchanged
82 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 23,80023.8k $231.6k $231.6k 0.00% Added +14.5k +14,500
83 Metis Global Partners, LLC 0.01% of their portfolio San Diego, CA 23,24623.2k $226.2k $226.2k 0.01% Unchanged
84 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 21,76821.8k $216.2k $216.2k 0.00% Unchanged
85 Counterpoint Mutual Funds LLC 0.05% of their portfolio San Diego, CA 21,44821.4k $208.7k $208.7k 0.05% New
86 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 18,55818.6k $181.0k $181.0k 0.00% Unchanged
87 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 18,10018.1k $176.0k $176.0k 0.00% Reduced -47.9k -47,903
88 BigSur Wealth Management LLC 0.05% of their portfolio MIAMI, FL 18,00018.0k $175.1k $175.1k 0.05% New
89 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 16,20016.2k $157.6k $157.6k 0.01% New
90 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,70915.7k $153.0k $153.0k 0.00% Added +966 +966
91 Quarry LP 0.03% of their portfolio NEW YORK, NY 15,19615.2k $147.9k $147.9k 0.03% Added +13.1k +13,082
92 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 14,77514.8k $143.8k $143.8k 0.01% Reduced -1.2k -1,210
93 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,35813.4k $130.0k $130.0k 0.00% Reduced -7.3k -7,327
94 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 12,95713.0k $126.1k $126.1k 0.00% Unchanged
95 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 12,85912.9k $125.1k $125.1k 0.00% New
96 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 12,30612.3k $119.7k $119.7k 0.00% New
97 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11,13311.1k $108.3k $108.3k 0.00% Reduced -52 -52
98 FOX RUN MANAGEMENT, L.L.C. 0.02% of their portfolio GREENWICH, CT 10,78610.8k $104.9k $104.9k 0.02% New
99 PEAK6 Investments LLC 0.00% of their portfolio CHICAGO, IL 10,64810.6k $103.6k $103.6k 0.00% Added +5.9k +5,911
100 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 6,6986.7k $65.2k $65.2k 0.00% Added +2.8k +2,818