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Petrobras

299 hedge funds and large institutions have $3.21B invested in Petrobras in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 83

1.19% more ownership

Funds ownership: 6.58%7.77% (+1.2%)

7% less funds holding

Funds holding: 322299 (-23)

30% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 64

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

50% less call options, than puts

Call options by funds: $145M | Put options by funds: $290M

59% less capital invested

Capital invested by funds: $7.82B → $3.21B (-$4.61B)

Holders
299
Holders Change
-23
Holders Change %
-7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
45
Increased
113
Reduced
83
Closed
64
Calls
$145M
Puts
$290M
Net Calls
-$145M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$364M +$113M +9,474,400 +17%
Capital World Investors
2
Capital World Investors
California
$338M +$5M +419,039 +0.7%
Fisher Asset Management
3
Fisher Asset Management
Washington
$208M +$39.5M +3,309,297 +10%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$178M +$58.2M +4,872,025 +18%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$128M +$14.1M +1,177,744 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$113M +$54.4M +4,555,709 +29%
Capital Research Global Investors
7
Capital Research Global Investors
California
$111M +$241M +20,213,112 +279,844%
BlackRock
8
BlackRock
New York
$107M +$39M +3,264,128 +20%
Capital International Investors
9
Capital International Investors
California
$88.7M -$32.2M -2,696,225 -14%
RAA
10
RWC Asset Advisors
Florida
$86.6M +$75M +6,286,193 +66%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$81.3M -$16M -1,337,290 -8%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$69.7M +$51.4M +4,304,358 +51%
Artisan Partners
13
Artisan Partners
Wisconsin
$68.2M -$194M -16,243,319 -57%
N
14
Natixis
France
$64.3M +$139M +11,681,277 +71,306%
CII
15
Capital International Inc
California
$62.1M +$121M +10,166,463 +909%
UBS AM
16
UBS AM
Illinois
$51.9M +$7.54M +631,600 +7%
Goldman Sachs
17
Goldman Sachs
New York
$48.5M +$71.4M +5,981,906 +210%
CS
18
Credit Suisse
Switzerland
$47.4M +$84M +7,034,512 +443%
State Street
19
State Street
Massachusetts
$43.3M +$5.76M +482,839 +7%
Deutsche Bank
20
Deutsche Bank
Germany
$36.8M +$40.5M +3,391,134 +103%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$36.1M +$78.2M +6,554,927 New
UBS Group
22
UBS Group
Switzerland
$34.8M +$54.4M +4,555,851 +258%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$34.2M +$52.5M +4,399,568 +241%
NONA
24
Ninety One North America
New York
$31.3M +$39.6M +3,314,951 +140%
SCM
25
Segantii Capital Management
Hong Kong
$28M +$61.5M +5,151,779 New

PBR Hedge Fund Activity: Q1 2020 in Review

299 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Petrobras (PBR) for Q1 2020, worth a combined $3.21B — down 59% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of PBR and 45 opened new positions — a net loss of 19 holders — while 83 trimmed existing stakes and 113 added.

The largest buyer was Capital Research Global Investors, adding an estimated $241M. The largest seller was Artisan Partners, cutting an estimated $194M.

  • 299 institutional investors held Petrobras (PBR) as of Q1 2020, down from 322 in Q4 2019.
  • Funds reported $3.21B of Petrobras stock for Q1 2020, down 59% quarter-over-quarter.
  • 45 funds opened new Petrobras positions in Q1 2020 and 64 closed out, a net change of -19 holders.
  • The largest Petrobras buyer in Q1 2020 was Capital Research Global Investors, an estimated $241M added.
  • The largest Petrobras seller in Q1 2020 was Artisan Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2020.