Adecoagro S A (AGRO) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Adecoagro S A (AGRO) following the 2026 Q2 hedge fund 13F filings?

As of today, AGRO has moved +25.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLP sector ETF — an outperformance of +29.2%. Since the quarter end (June 30, 2026), AGRO gained +16.6% vs -0.7% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Adecoagro S A (AGRO)

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

Smart Money Signals — AGRO

Based on 90 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 75% of 3.0Y peak

75% of all-time peak

90 funds currently hold this stock — 75% of the 3.0-year high of 120 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding AGRO is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 48% buying

55 buying60 selling

Last quarter: 60 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new AGRO position: 13 → 28 → 25 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 18% medium ■ 28% new

49 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.

💎

Buying through price weakness — shares +4%, value -29%

Value

-28%

+3%

Last quarter: funds added +4% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

11 → 13 → 28 → 25 → 32 new funds/Q

New funds entering each quarter: 13 → 28 → 25 → 32. A growing number of institutions are discovering AGRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 27% new

Entry-cohort mix of 96 holders: 59 (61%) are 2+ year veterans, 11 entered 1–2 years ago, and 26 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

22 of 89 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in AGRO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.5

out of 10

Low Exit Risk

Exit risk score 2.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	89	90	-1.11%
13F Shares	16M	16M	3.62%
Total Value	$154M	$216M	-28.74%
New Positions	32	25	+7
Increased Positions	20	36	-16
Closed Positions	32	27	+5
Reduced Positions	28	16	+12
Total Calls	4	6	-33.33%
Total Puts	3	4	-25.0%
PUT/CALL Ratio	0.75	0.67	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-1.11%

13F Shares

16M

3.62%

Total Value

$154M

$216M

-28.74%

New Positions

Increased Positions

-16

Closed Positions

Reduced Positions

+12

Total Calls

-33.33%

Total Puts

-25.0%

PUT/CALL Ratio

0.75

0.67

Neutral

Institutional Holders (2026 Q2)

89 + investors

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

QUARTER:

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

Top 25 AGRO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hatch Cove Capital, LLC	1.34%	317,100	$3.0M
2	Discovery Capital Management, LLC / Ct	0.55%	1,379,217	$13.2M
3	Comprehensive Money Management Services LLC	0.44%	73,832	$705K
4	PenderFund Capital Management Ltd.	0.31%	250,000	$2.4M
5	Wexford Capital LP	0.29%	235,000	$2.2M
6	Carrera Capital Advisors	0.26%	184,326	$1.8M
7	Ping Capital Management, INC.	0.23%	97,000	$926K
8	CenterBook Partners LP	0.16%	336,987	$3.2M
9	PDT Partners, LLC	0.13%	258,108	$2.5M
10	Pinpoint Asset Management (Singapore) Pte. Ltd.	0.11%	58,408	$558K
11	Burkehill Global Management, LP	0.07%	200,000	$1.9M
12	Beck Bode, LLC	0.05%	36,887	$352K
13	Monaco Asset Management SAM	0.05%	60,000	$573K
14	Quent Capital, LLC	0.04%	74,980	$716K
15	Capital Wealth Planning, LLC	0.04%	878,060	$8.4M
16	Engineers Gate Manager LP	0.02%	141,992	$1.4M
17	Fox Run Management, L.L.C.	0.02%	11,083	$106K
18	Voloridge Investment Management, LLC	0.01%	366,028	$3.5M
19	Intesa Sanpaolo Wealth Management	0.01%	7,651	$73K
20	Caitong International Asset Management Co., Ltd	0.01%	11,105	$106K
21	WINTON GROUP Ltd	0.01%	45,882	$438K
22	Jump Financial, LLC	0.01%	92,757	$1.0M
23	Two Sigma Investments, LP	0.01%	1,878,635	$17.9M
24	XTX Topco Ltd	0.01%	92,206	$881K
25	Caption Management, LLC	0.01%	250,000	$2.4M

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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AGRO?

More sellers than buyers — 48% buying: Last quarter: 60 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AGRO holders?

Elite ownership — 41% AUM from top-100 funds: 22 of 89 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in AGRO. 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 AGRO?

54% of holders stayed for 2+ years: 49 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.

Is it too late to buy Adecoagro S A (AGRO) following the 2026 Q2 hedge fund 13F filings?

As of today, AGRO has moved +25.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLP sector ETF — an outperformance of +29.2%. Since the quarter end (June 30, 2026), AGRO has gained +16.6% vs -0.7% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Adecoagro S A (AGRO)

Smart Money Signals — AGRO

No change last quarter

High ownership — 75% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 48% buying

More new buyers each quarter (+7 vs last Q)

54% of holders stayed for 2+ years

Buying through price weakness — shares +4%, value -29%

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 27% newcomers

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — AGRO

Hedge Fund Ownership: AGRO

Market Analysis: AGRO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGRO

Is It Too Late to Buy Adecoagro S A (AGRO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AGRO

Statistics: AGRO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Adecoagro S A (AGRO)

Welcome to 13Foresight!