Brasilagro Companhia Brasile (LND): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Brasilagro Companhia Brasile (LND)

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

Smart Money Signals — LND

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added LND 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

30 hedge funds hold LND right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

15 buying10 selling

Last quarter: 15 funds were net buyers (8 opened a brand new position + 7 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 2 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 23% medium ■ 33% new

13 out of 30 hedge funds have held LND 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.

💰

Value +33% but shares only +11% — price-driven

Value

+33%

+10%

Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~8 new funds/quarter

0 → 9 → 2 → 4 → 8 new funds/Q

New funds entering each quarter: 9 → 2 → 4 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 47% veterans vs 40% newcomers

■ 47% veterans ■ 13% 1-2yr ■ 40% new

Entry-cohort mix of 30 holders: 14 (47%) are 2+ year veterans, 4 entered 1–2 years ago, and 12 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

5 of 28 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	30	24	25.0%
13F Shares	2M	1M	10.76%
Total Value	$7M	$5M	33.29%
New Positions	8	4	+4
Increased Positions	7	6	+1
Closed Positions	2	4	-2
Reduced Positions	8	7	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

25.0%

13F Shares

10.76%

Total Value

$7M

$5M

33.29%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Grace & White Inc /Ny	0.56%	754,723	$3.2M
2	Windmill Hill Asset Management Ltd	0.19%	141,796	$600K
3	Corecam Pte. Ltd.	0.04%	23,980	$101K
4	SmartHarvest Portfolios, LLC	0.04%	21,768	$92K
5	Oakum Bay Capital LLC	0.04%	16,382	$69K
6	Fca Corp /Tx	0.03%	27,432	$116K
7	ERn Financial, LLC	0.01%	13,000	$55K
8	SBI Securities Co., Ltd.	0.00%	25,046	$106K
9	XTX Topco Ltd	0.00%	31,035	$131K
10	Evelyn Partners Investment Management LLP	0.00%	9,284	$39K
11	Renaissance Technologies LLC	0.00%	139,500	$590K
12	US Bancorp \de\	0.00%	90,694	$384K
13	Evelyn Partners Investment Management (Europe) Ltd	0.00%	183	—
14	Zurcher Kantonalbank (Zurich Cantonalbank)	0.00%	21,558	$91K
15	Commonwealth Equity Services, LLC	0.00%	30,326	$128K
16	Signaturefd, LLC	0.00%	524	$2K
17	UBS Group AG	0.00%	22,673	$96K
18	Citadel Advisors LLC	0.00%	20,488	$87K
19	MAI Capital Management	0.00%	469	$2K
20	Osaic Holdings, INC.	0.00%	1,775	$8K
21	Jane Street Group, LLC	0.00%	18,860	$80K
22	Farther Finance Advisors, LLC	0.00%	151	—
23	Allworth Financial LP	0.00%	235	—
24	BlackRock, Inc.	0.00%	32,989	$140K
25	Caitong International Asset Management Co., Ltd	0.00%	2	—

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 — Brasilagro Companhia Brasile (LND)

What does the Smart Money Trend signal show for LND?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LND 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 LND?

More buyers than sellers — 60% buying: Last quarter: 15 funds were net buyers (8 opened a brand new position + 7 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LND holders?

Smaller funds dominant — 13% AUM from top-100: 5 of 28 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LND?

43% of holders stayed for 2+ years: 13 out of 30 hedge funds have held LND 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.

Is it too late to buy Brasilagro Companhia Brasile (LND) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), LND has gained +5.9% vs +1.2% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Brasilagro Companhia Brasile (LND)

Smart Money Signals — LND

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~8 new funds per quarter

43% of holders stayed for 2+ years

Value +33% but shares only +11% — price-driven

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 47% veterans vs 40% newcomers

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — LND

Hedge Fund Ownership: LND

Market Analysis: LND

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LND

Is It Too Late to Buy Brasilagro Companhia Brasile (LND) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LND

Statistics: LND

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Brasilagro Companhia Brasile (LND)

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