Aggregate analysis of recent 13F filings for the 03/31/2025 reporting period reveals a notable reduction in institutional holdings of Deere & Co. (DE). Funds collectively decreased their long positions in DE by approximately 10.72%, shedding 459,268 shares between 12/31/2024 and 03/31/2025. This significant aggregate decline, despite 35 of 66 recent filers still holding the stock, suggests a bearish shift in overall institutional sentiment towards DE.
Analysis of 13F filings for the period ending March 31, 2025, reveals a significant bearish shift in institutional positioning for Deere & Co. (DE). Across a comprehensive sample of 1,266 funds, aggregate holdings in DE decreased by 459,268 shares, a substantial 10.72% reduction from the prior quarter. This net institutional selling occurred despite a smaller, more recent sample of 66 funds showing mixed activity, where 13 funds increased their positions and one initiated a new holding, against nine funds that decreased their stake and one that exited completely. While these filings only reflect long positions and therefore do not capture the full scope of bearish strategies, the material decline in aggregate share count across a broad institutional base is a strong negative signal. The data indicates that despite being a core holding for large managers like Rhumbline Advisers and Sarasin & Partners LLP, the prevailing trend among the wider institutional community during the first quarter was one of divestment from Deere & Co.
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moderately negative
Sentiment Score
-0.45
Ticker Sentiment
