AGCO Corporation (AGCO) — Hedge Fund Ownership Q1 2026
AGCO
- AGCO Corporation (AGCO) is held by 4 of 84 tracked hedge funds, with Davis Selected Advisers (1%) and Olstein Capital Management (0.2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in AGCO holdings came from Davis Selected Advisers (+2%) and Tweedy, Browne (+53%), highlighting conviction.
- The biggest decreases in AGCO holdings came from Olstein Capital Management (-28%), suggesting profit-taking or de-risking.
- 1 hedge fund exited AGCO.
- Overall, hedge funds increased exposure to AGCO Corporation (AGCO) by +1% vs the prior quarter and +3% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Davis Selected Advisers Christopher Davis
|
1.11% | 2.1M | +1.85% | +2.93% | $241.8M | $115.87 | — |
| 2 |
Olstein Capital Management Robert Olstein
|
0.16% | 6K | -27.78% | -48.00% | $753,000 | $115.85 | — |
| 3 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.15% | 17K | +52.71% | — | $1.9M | $115.87 | — |
| 4 |
Maverick Capital Lee Ainslie
|
0.01% | 10K | NEW | — | $1.1M | $115.87 | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 2.1M | +1.45% | +2.62% | $245.6M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.