BRF SA
BRFS
BRFS was delisted on the 22nd of September, 2025.
95 hedge funds and large institutions have $246M invested in BRF SA in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 23 closing their positions.
207% more call options, than puts
Call options by funds: $1.95M | Put options by funds: $635K
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
2% more capital invested
Capital invested by funds: $241M → $246M (+$5.21M)
1.52% less ownership
Funds ownership: 7.25% → 5.73% (-1.5%)
7% less funds holding
Funds holding: 102 → 95 (-7)
30% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
+$18.4M |
| 2 |
BlackRock
New York
|
+$11M |
| 3 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$555K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$518K |
| 5 |
SG Americas Securities
New York
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$5.78M |
| 2 |
JP Morgan Chase
New York
|
-$4.7M |
| 3 |
Barclays
London,
United Kingdom
|
-$2.79M |
| 4 |
Optiver Holding
Amsterdam,
Netherlands
|
-$2.1M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.19M |
BRFS Hedge Fund Activity: Q1 2022 in Review
95 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in BRF SA (BRFS) for Q1 2022, worth a combined $246M — up 2.2% from $241M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BRFS and 16 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 34 added.
The largest buyer was Polunin Capital Partners, opening a new position worth an estimated $18.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $5.78M.
- 95 institutional investors held BRF SA (BRFS) as of Q1 2022, down from 102 in Q4 2021.
- Funds reported $246M of BRF SA stock for Q1 2022, up 2.2% quarter-over-quarter.
- 16 funds opened new BRF SA positions in Q1 2022 and 23 closed out, a net change of -7 holders.
- The largest BRF SA buyer in Q1 2022 was Polunin Capital Partners, an estimated $18.4M added.
- The largest BRF SA seller in Q1 2022 was BNP Paribas Financial Markets, an estimated $5.78M sold.
Based on aggregated 13F filings for Q1 2022.