AGRICULTURE & NAT SOL ACQ C
COMMON
CUSIP: G0131Y100
FIGI: BBG01KV7B7X0
Institutional Holders45
Total Institutional Value$332,227,651
Total Shares Held31,568,161
Avg Position$7,382,837
Top 5 Holders %41.0%
Alpha-Weighted Score65.0
New Positions+8
Exited Positions-14
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| MIZUHO SECURITIES USA LLC | High Conviction | Moderate Flow | $32,058,535 (9.6%) | 2,907,338 | 73.4% |
| VIVALDI ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $30,974,233 (9.3%) | 2,768,028 | -8.9% |
| BERKLEY W R CORP | High Conviction | Low Flow | $28,261,218 (8.5%) | 2,525,578 | -20.3% |
| HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF ALBERTA AS REPRESENTED BY ALBERTA INVESTMENT MANAGEMENT CORP | High Conviction | Significant Flow | $26,808,000 (8.1%) | 2,400,000 | 2.3% |
| CNH PARTNERS LLC | High Conviction | Low Flow | $22,738,836 (6.8%) | 2,035,706 | 2.3% |
| WOLVERINE ASSET MANAGEMENT LLC | Moderate Conviction | Significant Flow | $22,242,005 (6.7%) | 1,987,668 | 13.5% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | Moderate Conviction | Moderate Flow | $21,945,442 (6.6%) | 1,964,677 | -18.5% |
| FORT BAKER CAPITAL MANAGEMENT LP | High Conviction | Low Flow | $21,033,060 (6.3%) | 1,879,630 | 105.8% |
| ARISTEIA CAPITAL, L.L.C. | High Conviction | Moderate Flow | $16,791,971 (5.1%) | 1,500,623 | 2.6% |
| TORONTO DOMINION BANK | High Conviction | Significant Flow | $14,240,304 (4.3%) | 1,272,592 | 181.3% |
| UBS OCONNOR LLC | Moderate Conviction | Low Flow | $8,486,094 (2.6%) | 768,320 | NEW |
| J. GOLDMAN & CO LP | Moderate Conviction | Moderate Flow | $7,833,000 (2.4%) | 700,000 | NEW |
| BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | High Conviction | Low Flow | $7,506,240 (2.3%) | 672,000 | - |
| GHISALLO CAPITAL MANAGEMENT LLC | High Conviction | Low Flow | $6,702,000 (2.0%) | 600,000 | 2.3% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $5,828,681 (1.8%) | 520,883 | 2.5% |
| LOGAN STONE CAPITAL, LLC | High Conviction | Minimal Flow | $5,605,686 (1.7%) | 500,955 | NEW |
| Mercuria Capital Strategies, LLC | High Conviction | Minimal Flow | $5,595,000 (1.7%) | 500,000 | NEW |
| POLAR SECURITIES INC. | High Conviction | Moderate Flow | $5,595,000 (1.7%) | 500,000 | 2.6% |
| QUARRY LP | Moderate Conviction | Moderate Flow | $5,535,559 (1.7%) | 494,688 | 407.4% |
| RG CAPITAL MANAGEMENT LP | High Conviction | Low Flow | $4,523,423 (1.4%) | 404,238 | 2.5% |
| RIVERPARK ADVISORS, LLC | Moderate Conviction | Minimal Flow | $4,038,514 (1.2%) | 361,550 | NEW |
| METEORA CAPITAL, LLC | Moderate Conviction | Low Flow | $3,468,900 (1.0%) | 310,000 | NEW |
| PERISCOPE CAPITAL INC. | High Conviction | Low Flow | $3,423,021 (1.0%) | 305,900 | -3.5% |
| MOORE CAPITAL MANAGEMENT, LP | High Conviction | Moderate Flow | $2,797,500 (0.8%) | 250,000 | -48.7% |
| SHAW D E & CO INC | Moderate Conviction | Market Mover | $2,792,500 (0.8%) | 250,000 | -84.4% |
| VERITION FUND MANAGEMENT LLC | High Conviction | Significant Flow | $1,688,278 (0.5%) | 151,144 | 50.3% |
| DLD ASSET MANAGEMENT, LP | Moderate Conviction | Low Flow | $1,119,134 (0.3%) | 100,012 | NEW |
| SHAOLIN CAPITAL MANAGEMENT LLC | High Conviction | Low Flow | $1,119,000 (0.3%) | 100,000 | -74.4% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $837,750 (0.3%) | 75,000 | -23.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $764,721 (0.2%) | 68,462 | -6.5% |
| GABELLI FUNDS LLC | High Conviction | Moderate Flow | $560,619 (0.2%) | 50,100 | 2.6% |
| GABELLI SECURITIES, INC. | High Conviction | Low Flow | $558,381 (0.2%) | 49,900 | 2.6% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $556,534 (0.2%) | 49,824 | -48.7% |
| OAKMONT PARTNERS LLC | High Conviction | Moderate Flow | $428,577 (0.1%) | 38,300 | 2.6% |
| SCHONFELD STRATEGIC ADVISORS LLC | High Conviction | Significant Flow | $386,446 (0.1%) | 34,535 | -67.8% |
| CROSSINGBRIDGE ADVISORS, LLC | High Conviction | Minimal Flow | $361,550 (0.1%) | 361,550 | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $323,818 (0.1%) | 28,990 | 2.3% |
| CONCURRENT INVESTMENT ADVISORS, LLC | High Conviction | Significant Flow | $143,232 (0.0%) | 12,800 | 2.6% |
| CLEAR STREET GROUP INC. | High Conviction | Significant Flow | $84,026 (0.0%) | 7,509 | 53.8% |
| GLAZER CAPITAL, LLC | Moderate Conviction | Minimal Flow | $16,593 (0.0%) | 1,482,872 | -16.7% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $1,276 (0.0%) | 114 | 332.5% |
| SBI SECURITIES CO., LTD. | High Conviction | Moderate Flow | $90 (0.0%) | 8 | 3.5% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 43 | $0.33B | 31,568,161 | $10.52 |
| Q3 25 | 48 | $0.34B | 33,671,982 | $10.09 |
| Q2 25 | 50 | $0.35B | 34,928,858 | $10.04 |
| Q1 25 | 50 | $0.36B | 36,630,709 | $9.82 |
| Q4 24 | 53 | $0.37B | 39,602,470 | $9.34 |
| Q3 24 | 48 | $0.32B | 33,089,160 | $9.74 |
| Q2 24 | 46 | $0.27B | 28,766,183 | $9.50 |
| Q1 24 | 43 | $0.31B | 32,292,934 | $9.60 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.