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Petrobras Class A

137 hedge funds and large institutions have $3.46B invested in Petrobras Class A in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $2.57B → $3.46B (+$884M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

2% more funds holding

Funds holding: 134137 (+3)

0.09% less ownership

Funds ownership: 4.56%4.47% (-0.09%)

5% less call options, than puts

Call options by funds: $87.9M | Put options by funds: $92.5M

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
19
Increased
50
Reduced
45
Closed
15
Calls
$87.9M
Puts
$92.5M
Net Calls
-$4.65M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$396M +$348M +28,314,000 New
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$314M +$59.7M +4,852,305 +28%
Capital Research Global Investors
3
Capital Research Global Investors
California
$309M -$124M -10,119,046 -31%
BlackRock
4
BlackRock
New York
$217M +$49.7M +4,043,547 +35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$196M -$2.35M -191,235 -1%
Bank of America
6
Bank of America
North Carolina
$163M +$85.2M +6,929,480 +146%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$154M -$54.9M -4,465,925 -29%
IUHSA
8
Itau Unibanco Holding S.A.
Brazil
$147M +$90.7M +7,376,515 +234%
Renaissance Technologies
9
Renaissance Technologies
New York
$133M -$15.5M -1,256,400 -12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$130M +$2.12M +172,218 +2%
Vanguard Group
11
Vanguard Group
Pennsylvania
$125M -$3.47M -282,454 -3%
SG Americas Securities
12
SG Americas Securities
New York
$100M +$19.3M +1,566,114 +28%
KL
13
KGH Ltd
Bahamas
$85.5M -$12.7M -1,028,959 -14%
State Street
14
State Street
Massachusetts
$77.5M -$22.2M -1,801,748 -25%
JP Morgan Chase
15
JP Morgan Chase
New York
$76.2M +$4.86M +394,868 +8%
CCM
16
Causeway Capital Management
California
$71.2M +$4.23M +344,104 +7%
Amundi
17
Amundi
France
$58.4M -$3.63M -295,178 -7%
Man Group
18
Man Group
United Kingdom
$57M +$11.2M +909,764 +29%
TIAM
19
TT International Asset Management
United Kingdom
$53.1M +$46.7M +3,796,449 New
Morgan Stanley
20
Morgan Stanley
New York
$49.5M -$56M -4,551,943 -56%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.2M +$35M +2,848,813 +1,178%
SGDR
22
SPX Gestao de Recursos
Brazil
$36.7M +$9.97M +810,570 +45%
Goldman Sachs
23
Goldman Sachs
New York
$34.7M -$410M -33,318,413 -93%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$33M +$4.71M +383,200 +19%
Jane Street
25
Jane Street
New York
$31.6M +$19.7M +1,604,717 +245%

PBR.A Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Petrobras Class A (PBR.A) for Q1 2022, worth a combined $3.46B — up 34% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PBR.A positions and 15 closed out — a net gain of 4 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, opening a new position worth an estimated $348M. The largest seller was Goldman Sachs, cutting an estimated $410M.

  • 137 institutional investors held Petrobras Class A (PBR.A) as of Q1 2022, up from 134 in Q4 2021.
  • Funds reported $3.46B of Petrobras Class A stock for Q1 2022, up 34% quarter-over-quarter.
  • 19 funds opened new Petrobras Class A positions in Q1 2022 and 15 closed out, a net change of +4 holders.
  • The largest Petrobras Class A buyer in Q1 2022 was WINDACRE PARTNERSHIP LLC, an estimated $348M added.
  • The largest Petrobras Class A seller in Q1 2022 was Goldman Sachs, an estimated $410M sold.

Based on aggregated 13F filings for Q1 2022.