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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$652M +$263M +20,008,754 +77%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$583M +$344M +26,182,915 +174%
Artisan Partners
3
Artisan Partners
Wisconsin
$455M +$423M +32,185,974 New
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$320M +$159M +12,078,069 +115%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$286M -$3.35M -254,478 -1%
Capital World Investors
6
Capital World Investors
California
$273M -$256M -19,433,038 -50%
Renaissance Technologies
7
Renaissance Technologies
New York
$247M -$15.2M -1,159,100 -6%
WGI
8
Westwood Global Investments
Massachusetts
$220M +$39.1K +2,970 +0%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$182M -$3.16M -239,865 -2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$175M -$6.34M -482,049 -4%
Fisher Asset Management
11
Fisher Asset Management
Washington
$170M +$5.56M +422,728 +4%
BlackRock
12
BlackRock
New York
$160M +$3.39M +257,586 +2%
Goldman Sachs
13
Goldman Sachs
New York
$149M +$94.2M +7,162,624 +210%
Bank of America
14
Bank of America
North Carolina
$136M +$16.8M +1,275,272 +15%
AI
15
Axiom Investors
Connecticut
$110M -$809K -61,500 -0.8%
Vanguard Group
16
Vanguard Group
Pennsylvania
$101M -$21.6M -1,643,770 -19%
BAMCO Inc
17
BAMCO Inc
New York
$94.4M +$24.4M +1,854,025 +38%
RAA
18
RWC Asset Advisors
Florida
$92M -$11.9M -902,689 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$85.9M +$53.6M +4,070,716 +203%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$80.5M -$229K -17,379 -0.3%
State Street
21
State Street
Massachusetts
$77.3M +$4.95M +376,382 +7%
NM
22
NWI Management
New York
$75.4M
Morgan Stanley
23
Morgan Stanley
New York
$75.2M +$32.3M +2,452,751 +86%
CGM
24
Capital Growth Management
Massachusetts
$74.2M -$16.4M -1,250,000 -19%
Northern Trust
25
Northern Trust
Illinois
$74M +$2.15M +163,737 +3%

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.