Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Agco Corp (AGCO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — AGCO

Based on 516 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added AGCO 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 (99% of max)

99% of all-time peak
516 hedge funds hold AGCO 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 — +21% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+21% 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.
🟡

Slight buying edge — 56% buying

275 buying215 selling
Last quarter: 275 funds bought or added vs 215 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 78 → 71 → 88 → 78. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 17% new
332 out of 516 hedge funds have held AGCO 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.
📈

Growing discovery — still being found

74 → 78 → 71 → 88 → 78 new funds/Q
New funds entering each quarter: 78 → 71 → 88 → 78. A growing number of institutions are discovering AGCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 526 holders: 365 (69%) are 2+ year veterans, 54 entered 1–2 years ago, and 107 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
64 of 515 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in AGCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — AGCO

In 2026 Q2, 275 hedge funds were net buyers of AGCO (78 opened a new position, 197 added to an existing one), while 215 reduced or exited (163 trimmed, 52 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in AGCO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 516.

Hedge Fund Ownership: AGCO

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

Market Analysis: AGCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGCO

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AGCO
510 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 510 490 4.08%
13F Shares 67M 64M 3.84%
Total Value $6.81B $6.27B 8.64%
New Positions 77 88 -11
Increased Positions 193 174 +19
Closed Positions 56 53 +3
Reduced Positions 159 154 +5
Total Calls 7 5 40.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.57 0.6 Bullish

Statistics: AGCO

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Institutional Holders (2026 Q2)

510 + investors

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

QUARTER:
Top 25 AGCO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southernsun Asset Management, LLC 4.92% 305,473 $36.6M
2 Blue Door Asset Management, LLC 3.15% 55,800 $6.7M
3 Schwerin Boyle Capital Management Inc 2.13% 145,436 $17.4M
4 Mirova US LLC 1.97% 1,528,332 $182.9M
5 MAC Alpha Capital Management, LP 1.69% 30,503 $3.7M
6 Regents Gate Capital LLP 1.24% 7,778 $931K
7 Davis Selected Advisers 1.06% 2,058,488 $246.4M
8 Neo Ivy Capital Management 0.97% 35,088 $4.2M
9 Shayne & Jacobs, LLC 0.78% 21,840 $2.6M
10 Bragg Financial Advisors, Inc 0.77% 240,205 $28.8M
11 Dean Capital Management 0.77% 17,746 $2.1M
12 Arbejdsmarkedets Tillaegspension 0.61% 232,500 $27.8M
13 Hodges Capital Management Inc. 0.59% 73,897 $8.8M
14 Ninety One North America, Inc. 0.57% 101,142 $12.1M
15 Dean Investment Associates, LLC 0.56% 35,770 $4.3M
16 Fuller & Thaler Asset Management, INC. 0.52% 1,579,468 $189.1M
17 Bristlecone Value Partners, LLC 0.48% 5,031 $602K
18 Cambria Investment Management, L.P. 0.48% 81,401 $9.7M
19 Washington Capital Management, Inc 0.47% 5,900 $706K
20 Baker Ellis Asset Management LLC 0.43% 34,595 $4.1M
21 Nfj Investment Group, LLC 0.39% 97,295 $11.6M
22 CoreCommodity Management, LLC 0.37% 15,559 $1.9M
23 MQS Management LLC 0.31% 2,154 $258K
24 Corient IA LP 0.29% 2,660 $318K
25 Chesapeake Capital Corp /Il/ 0.28% 4,423 $529K
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 — Agco Corp (AGCO)

What does the Smart Money Trend signal show for AGCO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added AGCO 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 AGCO?

Slight buying edge — 56% buying: Last quarter: 275 funds bought or added vs 215 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 AGCO holders?

Elite ownership — 61% AUM from top-100 funds: 64 of 515 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in AGCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGCO?

64% of holders stayed for 2+ years: 332 out of 516 hedge funds have held AGCO 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.

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