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FBR

Fibria Celulose Sa
FBR

Delisted

FBR was delisted on the 3rd of January, 2019.

105 hedge funds and large institutions have $834M invested in Fibria Celulose Sa in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,175% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $198K

38% more capital invested

Capital invested by funds: $605M → $834M (+$229M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

3% less funds holding

Funds holding: 108105 (-3)

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
27
Reduced
40
Closed
22
Calls
$14.4M
Puts
$198K
Net Calls
+$14.2M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$148M +$120M +6,756,837 +791%
Renaissance Technologies
2
Renaissance Technologies
New York
$108M +$38.3M +2,151,500 +64%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$94.1M -$11.4M -639,600 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62.1M -$11.3M -634,082 -17%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$59M +$8.19M +459,832 +18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$33M -$796K -44,656 -3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$32.1M -$28.1M -1,579,028 -49%
BlackRock
8
BlackRock
New York
$27.6M -$8.8M -494,068 -26%
PPFA
9
Provida Pension Fund Administrator
Chile
$26.6M +$15M +840,779 +161%
BS
10
Banco Santander
Spain
$24.4M +$22.3M +1,249,697 New
State Street
11
State Street
Massachusetts
$22.3M +$1.94M +108,848 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.8M +$1.44M +80,709 +8%
Bank of America
13
Bank of America
North Carolina
$19.7M +$10.6M +595,294 +144%
SGDR
14
SPX Gestao de Recursos
Brazil
$12.7M +$11.6M +649,042 New
GWI
15
Grace & White Inc
New York
$10.5M -$830K -46,600 -8%
Deutsche Bank
16
Deutsche Bank
Germany
$10.4M +$8.03M +450,473 +553%
PPA
17
Parametric Portfolio Associates
Washington
$9.81M -$165K -9,268 -2%
Goldman Sachs
18
Goldman Sachs
New York
$8.41M -$1.16M -65,343 -13%
AWCI
19
Alpine Woods Capital Investors
New York
$7.57M -$1.89M -105,900 -21%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.34M -$239K -13,407 -4%
Man Group
21
Man Group
United Kingdom
$6.25M +$5.71M +320,300 New
DekaBank Deutsche Girozentrale
22
DekaBank Deutsche Girozentrale
Germany
$6.16M +$5.7M +320,000 New
WGI
23
Westwood Global Investments
Massachusetts
$5.49M
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$5.38M
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.07M -$466K -26,129 -9%

FBR Hedge Fund Activity: Q1 2018 in Review

105 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fibria Celulose Sa (FBR) for Q1 2018, worth a combined $834M — up 38% from $605M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FBR and 21 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $120M. The largest seller was Polunin Capital Partners, exiting entirely with an estimated $39.6M sold.

  • 105 institutional investors held Fibria Celulose Sa (FBR) as of Q1 2018, down from 108 in Q4 2017.
  • Funds reported $834M of Fibria Celulose Sa stock for Q1 2018, up 38% quarter-over-quarter.
  • 21 funds opened new Fibria Celulose Sa positions in Q1 2018 and 22 closed out, a net change of -1 holder.
  • The largest Fibria Celulose Sa buyer in Q1 2018 was Morgan Stanley, an estimated $120M added.
  • The largest Fibria Celulose Sa seller in Q1 2018 was Polunin Capital Partners, an estimated $39.6M sold.

Based on aggregated 13F filings for Q1 2018.