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Adecoagro S.a.: which funds bought and sold

Institutions that bought and sold Adecoagro shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 49 institutions that filed 13F reports for both quarters added to or opened positions in Adecoagro, and 55 cut or closed them. Together they added a net 481K shares, +3.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 806K shares (+13.7%); index fund managers were net sellers of 221K shares (−51.5%). 28 opened a new position and 27 sold out entirely.

Bought, Q2 2026 49 institutions, 28 of them new holders Sold, Q2 2026 55 institutions, 27 of them sold out
Net change, all compared +481K shares (+3.3%)
Net change, active managers +806K shares (+13.7%), 12 bought, 11 sold

Buyers versus sellers

institutions compared, 113
Active managers and hedge funds 12 bought · 11 sold · +806K
Index fund managers 0 bought · 1 sold · −221K
Other institutions 37 bought · 43 sold · −104K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital Wealth Planning, LLC +878K New position 878K $8.4M
Two Sigma Investments, LP Hedge fund +770K +69.5% 1.9M $17.9M
Amundi +687K +718.5% 782K $7.5M
Point72 Asset Management, L.P. Hedge fund +421K +429.0% 519K $5M
Eurizon Capital Sgr S.P.A. +385K New position 385K $3.7M
Voloridge Investment Management, LLC Hedge fund +366K New position 366K $3.5M
Centerbook Partners LP Hedge fund +337K New position 337K $3.2M
Hatch Cove Capital, LLC +317K New position 317K $3M
Jpmorgan Chase & Co +262K +793.2% 295K $2.9M
UBS Group AG +237K +50.4% 708K $6.8M
Invesco Ltd. +199K +555.3% 235K $2.2M
PDT Partners, LLC Hedge fund +196K +314.9% 258K $2.5M
Carrera Capital Advisors +184K New position 184K $1.8M
D. E. Shaw & Co., Inc. Hedge fund +181K +29.7% 791K $7.6M
HRT Financial LP +146K +44.9% 470K $4.5M
Morgan Stanley +127K +28.4% 572K $5.5M
Discovery Capital Management, LLC / Ct Hedge fund +105K +8.2% 1.4M $13.2M
Exoduspoint Capital Management, LP Hedge fund +99K New position 99K $940,675
Xtx Topco Ltd +92K New position 92K $880,567
Goldman Sachs Group Inc +89K +52.9% 258K $2.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund −1.1M −82.0% 234K $2.2M
PGGM Investments −1.0M Sold out 0 —
Sagil Capital LLP −503K Sold out 0 —
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −411K Sold out 0 —
Jane Street Group, LLC −401K −46.0% 471K $4.5M
Decker Retirement Planning Inc. −308K Sold out 0 —
Susquehanna International Group, LLP −222K −79.9% 56K $533,616
Blackrock, Inc. Index funds −221K −51.5% 208K $2M
Jump Financial, LLC −202K Sold out 0 —
Walnut Level Capital LLC −198K Sold out 0 —
Lazard Asset Management LLC Active manager −197K Sold out 0 —
Polymer Capital Management (US) LLC −118K Sold out 0 —
Walleye Capital LLC Hedge fund −111K Sold out 0 —
Centiva Capital, LP Hedge fund −108K −86.0% 18K $168,844
Hussman Strategic Advisors, Inc. −105K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −99K −27.0% 268K $2.6M
Schonfeld Strategic Advisors LLC Hedge fund −78K Sold out 0 —
Stonebridge Financial Group, LLC / Mo −75K Sold out 0 —
Praxis Capital Management LLC −71K Sold out 0 —
Virtu Financial LLC −65K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capital Wealth Planning, LLC 878K $8.4M
Eurizon Capital Sgr S.P.A. 385K $3.7M
Voloridge Investment Management, LLCHedge fund 366K $3.5M
Centerbook Partners LPHedge fund 337K $3.2M
Hatch Cove Capital, LLC 317K $3M
Carrera Capital Advisors 184K $1.8M
Exoduspoint Capital Management, LPHedge fund 99K $940,675
Xtx Topco Ltd 92K $880,567
Millennium Management LLCHedge fund 79K $756,828
Credit Agricole S A 62K $590,305

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
87
Ten largest holders
59.3%
of 13F-reported shares
Index fund managers
1.4%
of 13F-reported shares
Active managers and hedge funds
44.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 12 11 7 5 +806K +13.7%
Index fund managers 0 1 0 0 −221K −51.5%
Other institutions 37 43 21 22 −104K −1.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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