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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
AG
76
Aperio Group
California
$6.78M +$1.12M +109,557 +20%
ICP
77
Indus Capital Partners
New York
$5.89M -$2.63M -257,000 -31%
Point72 Asset Management
78
Point72 Asset Management
Connecticut
$5.77M -$624K -61,000 -10%
MC
79
Maverick Capital
Texas
$5.58M +$5.54M +541,850 New
Daiwa Securities Group
80
Daiwa Securities Group
Japan
$5.23M -$228K -22,300 -4%
PI
81
PineBridge Investments
New York
$5.22M -$1.45M -141,662 -22%
Principal Financial Group
82
Principal Financial Group
Iowa
$4.98M +$4.95M +483,853 New
ACI
83
AMP Capital Investors
Australia
$4.95M +$564K +55,200 +13%
QIM
84
Quantitative Investment Management
Virginia
$4.84M -$17M -1,662,500 -78%
Calamos Advisors
85
Calamos Advisors
Illinois
$4.65M +$451K +44,150 +11%
Lazard Asset Management
86
Lazard Asset Management
New York
$4.48M -$16.7K -1,630 -0.4%
Citigroup
87
Citigroup
New York
$4.3M -$2.47M -241,647 -37%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$4.17M -$2.24M -219,619 -35%
AAMU
89
Amundi Asset Management US
Massachusetts
$4.12M +$4.09M +400,000 New
USAA
90
United Services Automobile Association
Texas
$3.71M +$14K +1,370 +0.4%
PAM
91
Panagora Asset Management
Massachusetts
$3.39M -$1.81M -176,657 -35%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$3.28M -$847K -82,900 -21%
ICM
93
Ionic Capital Management
New York
$3.2M +$3.18M +311,337 New
OAM
94
Oxford Asset Management
United Kingdom
$3.03M +$3.03M +296,199 New
NCM
95
Newfoundland Capital Management
Brazil
$2.99M +$2.97M +290,700 New
HSBC Holdings
96
HSBC Holdings
United Kingdom
$2.97M +$620K +60,620 +27%
BA
97
Bridgewater Associates
Connecticut
$2.93M -$628K -61,419 -18%
Franklin Resources
98
Franklin Resources
California
$2.7M -$552K -54,000 -17%
Comerica Bank
99
Comerica Bank
Texas
$2.61M -$3.5K -342 -0.2%
Wells Fargo
100
Wells Fargo
California
$2.6M -$810K -79,226 -24%

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.