BRF SA
BRFS
BRFS was delisted on the 22nd of September, 2025.
103 hedge funds and large institutions have $362M invested in BRF SA in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 28 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
2.82% more ownership
Funds ownership: 6.64% → 9.45% (+2.8%)
7% more call options, than puts
Call options by funds: $6.15M | Put options by funds: $5.73M
3% less capital invested
Capital invested by funds: $373M → $362M (-$11.2M)
7% less funds holding
Funds holding: 111 → 103 (-8)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
+$58.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$31.4M |
| 3 |
II
INCA Investments
Miami,
Florida
|
+$19.7M |
| 4 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$13.9M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
-$15.8M |
| 2 |
Goldman Sachs
New York
|
-$14.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.71M |
| 4 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$3.62M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$3.5M |
BRFS Hedge Fund Activity: Q2 2018 in Review
103 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in BRF SA (BRFS) for Q2 2018, worth a combined $362M — down 3% from $373M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of BRFS and 20 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 28 added.
The largest buyer was BW Gestao de Investimentos, adding an estimated $58.6M. The largest seller was Pendal Group, exiting entirely with an estimated $15.8M sold.
- 103 institutional investors held BRF SA (BRFS) as of Q2 2018, down from 111 in Q1 2018.
- Funds reported $362M of BRF SA stock for Q2 2018, down 3% quarter-over-quarter.
- 20 funds opened new BRF SA positions in Q2 2018 and 28 closed out, a net change of -8 holders.
- The largest BRF SA buyer in Q2 2018 was BW Gestao de Investimentos, an estimated $58.6M added.
- The largest BRF SA seller in Q2 2018 was Pendal Group, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2018.