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Petrobras

307 hedge funds and large institutions have $4.19B invested in Petrobras in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 88 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

15% more funds holding

Funds holding: 268307 (+39)

11% more capital invested

Capital invested by funds: $3.76B → $4.19B (+$430M)

0.48% more ownership

Funds ownership: 4.99%5.48% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

10% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 98

39% less call options, than puts

Call options by funds: $252M | Put options by funds: $415M

Holders
307
Holders Change
+39
Holders Change %
+14.55%
% of All Funds
6.96%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
70
Increased
88
Reduced
98
Closed
30
Calls
$252M
Puts
$415M
Net Calls
-$164M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
51
Hosking Partners
United Kingdom
$18.8M +$18.7M +1,827,798 New
American Century Companies
52
American Century Companies
Missouri
$16.8M +$3.45M +337,138 +26%
CA
53
Commerzbank Aktiengesellschaft
Germany
$16.8M -$106K -10,383 -0.6%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$16.5M +$1.58M +154,445 +11%
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$16.3M -$1.37M -134,400 -8%
UBS Group
56
UBS Group
Switzerland
$16.1M +$498K +48,760 +3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$15.5M -$2.73M -267,249 -15%
JP Morgan Chase
58
JP Morgan Chase
New York
$15.1M +$3.17M +309,732 +27%
SEI Investments
59
SEI Investments
Pennsylvania
$15.1M +$11.1M +1,085,014 +285%
CS
60
Credit Suisse
Switzerland
$14.7M -$6.54M -639,345 -31%
APG Asset Management
61
APG Asset Management
Netherlands
$14.1M +$2.3M +225,000 +16%
NAMA
62
Nikko Asset Management Americas
New York
$12.8M +$5.94M +580,800 +85%
OAMA
63
Oslo Asset Management AS
Norway
$12.8M +$3.11M +304,100 +32%
B
64
BP
United Kingdom
$12.3M -$2.15M -210,700 -15%
Barclays
65
Barclays
United Kingdom
$11.4M +$1.28M +125,634 +13%
Norges Bank
66
Norges Bank
Norway
$11.2M -$4.87M -476,644 -30%
EARNEST Partners
67
EARNEST Partners
Georgia
$10.7M -$3.61K -353 -0%
MAM
68
Myriad Asset Management
Hong Kong
$10.4M +$10.4M +1,014,200 New
IUHSA
69
Itau Unibanco Holding S.A.
Brazil
$10.1M -$13.4M -1,311,025 -57%
Fidelity International
70
Fidelity International
Bermuda
$9.98M +$825K +80,754 +9%
CII
71
Capital International Inc
California
$9.47M
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$9.15M -$4.13M -404,166 -31%
DZ Bank
73
DZ Bank
Germany
$8.55M +$1.53M +150,000 +22%
Aberdeen Group
74
Aberdeen Group
United Kingdom
$7.57M -$100K -9,800 -1%
B
75
Barings
North Carolina
$7.45M +$7.4M +723,733 New

PBR Hedge Fund Activity: Q4 2017 in Review

307 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Petrobras (PBR) for Q4 2017, worth a combined $4.19B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new PBR positions and 30 closed out — a net gain of 40 holders — while 88 added to existing stakes and 98 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $258M. The largest seller was Discovery Capital Management, cutting an estimated $73.6M.

  • 307 institutional investors held Petrobras (PBR) as of Q4 2017, up from 268 in Q3 2017.
  • Funds reported $4.19B of Petrobras stock for Q4 2017, up 11% quarter-over-quarter.
  • 70 funds opened new Petrobras positions in Q4 2017 and 30 closed out, a net change of +40 holders.
  • The largest Petrobras buyer in Q4 2017 was Capital Research Global Investors, an estimated $258M added.
  • The largest Petrobras seller in Q4 2017 was Discovery Capital Management, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2017.