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Petrobras

283 hedge funds and large institutions have $5.18B invested in Petrobras in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $3.21B → $5.18B (+$1.97B)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

0.59% more ownership

Funds ownership: 7.77%8.36% (+0.59%)

5% less funds holding

Funds holding: 299283 (-16)

29% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 49

35% less call options, than puts

Call options by funds: $248M | Put options by funds: $381M

Holders
283
Holders Change
-16
Holders Change %
-5.35%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.25%
New
35
Increased
98
Reduced
93
Closed
49
Calls
$248M
Puts
$381M
Net Calls
-$133M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$37.8M -$30.8M -4,249,350 -48%
SEI Investments
27
SEI Investments
Pennsylvania
$35.7M +$9.89M +1,364,219 +46%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$34.5M +$2.24M +308,992 +8%
OCM
29
Oaktree Capital Management
California
$34M +$2.77M +382,573 +10%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$33.2M +$3.66M +504,386 +14%
RAM
31
RWC Asset Management
United Kingdom
$32.4M +$5.77M +796,414 +26%
EAM
32
Emso Asset Management
United Kingdom
$32.1M +$28.1M +3,883,051 New
EWA
33
Evolution Wealth Advisors
Florida
$31.4M +$27.5M +3,800,605 +380,061%
Morgan Stanley
34
Morgan Stanley
New York
$29M +$797K +109,957 +3%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$29M +$1.11M +153,015 +5%
AI
36
Axiom Investors
Connecticut
$27.3M -$1.47M -202,890 -6%
Millennium Management
37
Millennium Management
New York
$25.6M +$10.3M +1,423,654 +85%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$24.7M +$1.2M +166,100 +6%
Northern Trust
39
Northern Trust
Illinois
$24.5M +$2.26M +311,693 +12%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$22.6M -$11.4M -1,566,049 -36%
AllianceBernstein
41
AllianceBernstein
Tennessee
$21.3M +$17.8M +2,460,260 +2,045%
IUHSA
42
Itau Unibanco Holding S.A.
Brazil
$20.6M +$18M +2,487,163 New
APG Asset Management
43
APG Asset Management
Netherlands
$20.5M -$302K -41,600 -1%
Victory Capital Management
44
Victory Capital Management
Texas
$19.6M +$2.89M +399,028 +20%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$19.5M -$540K -74,567 -3%
UIM
46
USS Investment Management
United Kingdom
$18.9M
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$18.5M +$9.06M +1,250,618 +127%
SG Americas Securities
48
SG Americas Securities
New York
$18.2M +$11.1M +1,526,854 +225%
Citigroup
49
Citigroup
New York
$18.2M -$18.7M -2,586,500 -54%
Bank of America
50
Bank of America
North Carolina
$17M -$499K -68,796 -3%

PBR Hedge Fund Activity: Q2 2020 in Review

283 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Petrobras (PBR) for Q2 2020, worth a combined $5.18B — up 61% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBR and 35 opened new positions — a net loss of 14 holders — while 93 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, adding an estimated $229M. The largest seller was Artisan Partners, exiting entirely with an estimated $68.2M sold.

  • 283 institutional investors held Petrobras (PBR) as of Q2 2020, down from 299 in Q1 2020.
  • Funds reported $5.18B of Petrobras stock for Q2 2020, up 61% quarter-over-quarter.
  • 35 funds opened new Petrobras positions in Q2 2020 and 49 closed out, a net change of -14 holders.
  • The largest Petrobras buyer in Q2 2020 was Capital Research Global Investors, an estimated $229M added.
  • The largest Petrobras seller in Q2 2020 was Artisan Partners, an estimated $68.2M sold.

Based on aggregated 13F filings for Q2 2020.