Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADECOAGRO S A (AGRO)

95 + Investors. Track Smart Money conviction in AGRO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AGRO

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AGRO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
90 funds currently hold this stock — 77% of the 3.0-year high of 117 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold AGRO compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

53 buying43 selling
Last quarter: 53 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new AGRO position: 30 → 11 → 13 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
55 out of 90 hedge funds have held AGRO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~28 new funds/quarter

21 → 30 → 11 → 13 → 28 new funds/Q
New funds entering each quarter: 30 → 11 → 13 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 95 current holders: 61 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
14 of 90 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGRO

In 2025 Q4, 53 hedge funds were net buyers of AGRO (28 opened a new position, 25 added to an existing one), while 43 reduced or exited (21 trimmed, 22 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 90.

Hedge Fund Ownership: AGRO

How many hedge funds hold AGRO — quarterly history vs. share price
Quarterly hedge fund ownership of AGRO vs. share price

Market Analysis: AGRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGRO

Consumer Defensive Farm Products

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AGRO
2026 Q1 Stats Unlock in 9 days 95 + Investors

Track Smart Money conviction in AGRO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 95 86 10.47%
13F Shares 15M 13M 16.8%
Total Value $125M $102M 22.11%
New Positions 28 13 +15
Increased Positions 33 24 +9
Closed Positions 22 18 +4
Reduced Positions 23 34 -11
Total Calls 3 1 200.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: AGRO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

95 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGRO. Verified SEC 13F-HR filings.

Top 25 institutional holders of AGRO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Praxis Capital Management LLC 2.49% 71,000 $1.1M
2 Decker Retirement Planning Inc. 2.10% 308,170 $4.6M
3 Stonebridge Financial Group, LLC / MO 0.94% 74,619 $1.1M
4 Comprehensive Money Management Services LLC 0.73% 73,733 $1.1M
5 HUSSMAN STRATEGIC ADVISORS, INC. 0.34% 105,000 $1.6M
6 Rockingstone Advisors LLC 0.12% 17,180 $258K
7 PING CAPITAL MANAGEMENT, INC. 0.11% 25,100 $377K
8 Quent Capital, LLC 0.08% 74,980 $1.1M
9 DGS Capital Management, LLC 0.04% 15,130 $227K
10 Pinnacle Holdings, LLC 0.02% 4,880 $73K
11 Brooklyn Investment Group 0.01% 22,004 $331K
12 SAPIENT CAPITAL LLC 0.01% 33,492 $503K
13 Walleye Capital LLC 0.01% 110,881 $1.7M
14 Metis Global Partners, LLC 0.01% 18,129 $272K
15 NBC SECURITIES, INC. 0.01% 5,217 $78K
16 Savant Capital, LLC 0.00% 24,483 $368K
17 SBI Securities Co., Ltd. 0.00% 3,501 $53K
18 STOREBRAND ASSET MANAGEMENT AS 0.00% 28,596 $430K
19 Hamrick Investment Counsel, llc 0.00% 190 $2K
20 UBS Group AG 0.00% 471,101 $7.1M
21 SG Americas Securities, LLC 0.00% 21,204 —
22 LPL Financial LLC 0.00% 69,805 $1.0M
23 HSBC HOLDINGS PLC 0.00% 33,168 $509K
24 Russell Investments Group, Ltd. 0.00% 13,767 $207K
25 Walleye Capital LLC 0.00% 3,200 $48K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ADECOAGRO S A (AGRO)

What does the Smart Money Trend signal show for AGRO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGRO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGRO?

Slight buying edge — 55% buying: Last quarter: 53 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGRO holders?

Smaller funds dominant — 9% AUM from top-100: 14 of 90 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AGRO?

61% of holders stayed for 2+ years: 55 out of 90 hedge funds have held AGRO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.