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Petrobras

295 hedge funds and large institutions have $6.46B invested in Petrobras in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 106 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $4.19B → $6.46B (+$2.27B)

0.7% more ownership

Funds ownership: 5.48%6.18% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less funds holding

Funds holding: 307295 (-12)

17% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 54

17% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 106

40% less call options, than puts

Call options by funds: $281M | Put options by funds: $464M

Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
45
Increased
88
Reduced
106
Closed
54
Calls
$281M
Puts
$464M
Net Calls
-$184M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$18.1M -$3.67M -278,863 -18%
DZ Bank
52
DZ Bank
Germany
$18.1M +$5.92M +450,000 +54%
CA
53
Commerzbank Aktiengesellschaft
Germany
$17.3M -$5.31M -403,542 -25%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$17.3M -$14.2M -1,081,540 -47%
Capital Fund Management (CFM)
55
Capital Fund Management (CFM)
France
$15.4M +$14.4M +1,090,729 New
Norges Bank
56
Norges Bank
Norway
$15.4M
Bank of New York Mellon
57
Bank of New York Mellon
New York
$15.3M -$5.59M -424,806 -28%
EARNEST Partners
58
EARNEST Partners
Georgia
$13.8M -$835K -63,448 -6%
IIA
59
IPG Investment Advisors
California
$13.8M +$12.9M +978,525 New
BNP Paribas Asset Management
60
BNP Paribas Asset Management
France
$13.6M -$8.23M -625,800 -39%
AG
61
Aperio Group
California
$11.6M +$2.1M +159,238 +24%
DCM
62
Discovery Capital Management
Connecticut
$11M -$54.4M -4,132,400 -84%
B
63
BP
United Kingdom
$10.7M -$5.77M -438,900 -37%
DWA
64
Dorsey Wright & Associates
California
$10M +$9.4M +714,591 New
Aberdeen Group
65
Aberdeen Group
United Kingdom
$9.95M -$419K -31,856 -4%
Daiwa Securities Group
66
Daiwa Securities Group
Japan
$9.77M +$2.41M +182,923 +36%
JP Morgan Chase
67
JP Morgan Chase
New York
$9.03M -$10.9M -831,744 -57%
ACI
68
AMP Capital Investors
Australia
$9.01M +$2.29M +174,108 +36%
CII
69
Capital International Inc
California
$8.85M -$3.87M -294,200 -32%
Barclays
70
Barclays
United Kingdom
$8.83M -$6.39M -485,434 -44%
Lazard Asset Management
71
Lazard Asset Management
New York
$8.5M +$2.18M +165,527 +38%
PG
72
PEAK6 Group
Illinois
$8.35M +$7.77M +590,423 +206,442%
CGT
73
Capital Guardian Trust
California
$8.34M -$17.4M -1,322,200 -69%
PI
74
PineBridge Investments
New York
$7.33M +$147K +11,152 +2%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$7.28M +$1.44M +109,219 +27%

PBR Hedge Fund Activity: Q1 2018 in Review

295 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Petrobras (PBR) for Q1 2018, worth a combined $6.46B — up 54% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PBR and 45 opened new positions — a net loss of 9 holders — while 106 trimmed existing stakes and 88 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $423M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 295 institutional investors held Petrobras (PBR) as of Q1 2018, down from 307 in Q4 2017.
  • Funds reported $6.46B of Petrobras stock for Q1 2018, up 54% quarter-over-quarter.
  • 45 funds opened new Petrobras positions in Q1 2018 and 54 closed out, a net change of -9 holders.
  • The largest Petrobras buyer in Q1 2018 was Artisan Partners, an estimated $423M added.
  • The largest Petrobras seller in Q1 2018 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2018.