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Cliff Asness’s BG Holdings & Trades

First Buy
Q4 2012
Duration Held
50 Quarters
Largest Add
Q3 2019
+1.62 M Shares
Current Position
449,294 Shares
$36.51 M Value

Cliff Asness's BG Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 449,294 shares of Bunge Global SA (BG) worth $36.51 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in BG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 1.62 M shares. Largest reduction occurred in Q1 2020, reducing 1.23 M shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Bunge Global (BG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Bunge Global (BG) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2012 +419,300 Add 0.00% 419,300 $72.69
Q2 2013 +429,165 Add 0.00% 429,165 $70.77
Q3 2013 -300 Reduce 0.07% 428,865 $75.91
Q4 2013 +105,700 Add 24.65% 534,565 $82.11
Q1 2014 -534,565 Sold Out 0 $0.00
Q4 2014 +352,364 New Buy 352,364 $90.91
Q1 2015 +178,844 Add 50.76% 531,208 $82.36
Q2 2015 +417,521 Add 78.60% 948,729 $87.80
Q3 2015 +582,850 Add 61.43% 1.53 M $73.30
Q4 2015 +722,985 Add 47.21% 2.25 M $68.28
Q1 2016 +137,856 Add 6.11% 2.39 M $56.67
Q2 2016 -489,741 Reduce 20.47% 1.9 M $59.15
Q3 2016 -287,089 Reduce 15.09% 1.62 M $59.23
Q4 2016 -611,472 Reduce 37.85% 1 M $72.24
Q1 2017 +1.02 M Add 101.83% 2.03 M $79.26
Q2 2017 -940,901 Reduce 46.43% 1.09 M $74.60
Q3 2017 -872,453 Reduce 80.36% 213,232 $69.46
Q4 2017 -38,276 Reduce 17.95% 174,956 $67.08
Q2 2018 +12,024 Add 6.87% 186,980 $69.71
Q3 2018 -50,704 Reduce 27.12% 136,276 $68.71
Q4 2018 +39,544 Add 29.02% 175,820 $53.44
Q1 2019 +248,629 Add 141.41% 424,449 $52.80
Q2 2019 +185,128 Add 43.62% 609,577 $55.71
Q3 2019 +1.62 M Add 265.36% 2.23 M $56.62
Q4 2019 -315,937 Reduce 14.19% 1.91 M $57.55
Q1 2020 -1.23 M Reduce 64.30% 682,397 $41.03
Q2 2020 -458,465 Reduce 67.18% 223,932 $40.50
Q3 2020 -46,925 Reduce 20.96% 177,007 $45.62
Q4 2020 -39,988 Reduce 22.59% 137,019 $65.38
Q1 2021 +11,867 Add 8.66% 148,886 $79.27
Q2 2021 +16,794 Add 11.28% 165,680 $78.15
Q3 2021 -47,145 Reduce 28.46% 118,535 $80.92
Q4 2021 +23,825 Add 20.10% 142,360 $92.37
Q1 2022 +216,273 Add 151.92% 358,633 $110.65
Q2 2022 +87,827 Add 24.49% 446,460 $90.69
Q3 2022 +12,497 Add 2.80% 458,957 $82.57
Q4 2022 -100,761 Reduce 21.95% 358,196 $99.47
Q1 2023 +73,285 Add 20.46% 431,481 $95.12
Q2 2023 -90,964 Reduce 21.08% 340,517 $92.30
Q3 2023 -44,705 Reduce 13.13% 295,812 $108.25
Q4 2023 +38,835 Add 13.13% 334,647 $100.95
Q1 2024 +451,191 Add 134.83% 785,838 $102.52
Q2 2024 +184,245 Add 23.45% 970,083 $106.77
Q3 2024 -207,260 Reduce 21.37% 762,823 $96.64
Q4 2024 -211,209 Reduce 27.69% 551,614 $77.49
Q1 2025 +443,893 Add 80.47% 995,507 $76.42
Q2 2025 -407,472 Reduce 40.93% 588,035 $80.28
Q3 2025 -138,741 Reduce 23.59% 449,294 $81.25

Cliff Asness's Bunge Global Investment FAQs

Cliff Asness first purchased Bunge Global SA (BG) in Q4 2012, acquiring 419,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Bunge Global SA (BG) for 50 quarters since Q4 2012.

Cliff Asness's largest addition to Bunge Global SA (BG) was in Q3 2019, adding 2,227,169 shares worth $126.1 M.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 449,294 shares of Bunge Global SA (BG), valued at approximately $36.51 M.

As of the Q3 2025 filing, Bunge Global SA (BG) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Bunge Global SA (BG) was 2,392,420 shares, as reported at the end of Q1 2016.