We are live on ! Find out more
PBR icon

Petrobras

283 hedge funds and large institutions have $5.18B invested in Petrobras in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $3.21B → $5.18B (+$1.97B)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

0.59% more ownership

Funds ownership: 7.77%8.36% (+0.59%)

5% less funds holding

Funds holding: 299283 (-16)

29% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 49

35% less call options, than puts

Call options by funds: $248M | Put options by funds: $381M

Holders
283
Holders Change
-16
Holders Change %
-5.35%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.25%
New
35
Increased
98
Reduced
93
Closed
49
Calls
$248M
Puts
$381M
Net Calls
-$133M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$526M +$14.8M +2,043,012 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$474M -$64.2M -8,857,200 -13%
Capital Research Global Investors
3
Capital Research Global Investors
California
$428M +$229M +31,574,460 +156%
Fisher Asset Management
4
Fisher Asset Management
Washington
$338M +$21.6M +2,974,684 +8%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$297M +$25.6M +3,535,270 +11%
BlackRock
6
BlackRock
New York
$238M +$67M +9,246,041 +47%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$220M +$44.4M +6,124,079 +30%
RAA
8
RWC Asset Advisors
Florida
$174M +$38.5M +5,307,125 +34%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$167M -$4.65M -641,737 -3%
UBS AM
10
UBS AM
Illinois
$122M +$38.8M +5,356,469 +57%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$114M -$7.25M -999,699 -7%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$103M +$42.8M +5,903,095 +90%
CII
13
Capital International Inc
California
$96.8M +$3.06M +422,812 +4%
N
14
Natixis
France
$96M -$669K -92,288 -0.8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$90M +$33.8M +4,659,053 +75%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$89.4M -$13.4M -1,854,158 -15%
EARNEST Partners
17
EARNEST Partners
Georgia
$84.7M +$63M +8,696,040 +564%
Capital International Investors
18
Capital International Investors
California
$78.9M -$47.8M -6,591,722 -41%
CS
19
Credit Suisse
Switzerland
$65.4M -$5.14M -708,833 -8%
State Street
20
State Street
Massachusetts
$59.9M -$4.53M -624,687 -8%
ECA
21
Encompass Capital Advisors
New York
$51.1M +$44.7M +6,173,060 New
UBS Group
22
UBS Group
Switzerland
$43M -$8.13M -1,121,400 -18%
PPFA
23
Provida Pension Fund Administrator
Chile
$40.6M -$2.17M -298,706 -43%
NONA
24
Ninety One North America
New York
$39.4M -$6.71M -926,210 -16%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$39.3M +$831K +114,667 +2%

PBR Hedge Fund Activity: Q2 2020 in Review

283 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Petrobras (PBR) for Q2 2020, worth a combined $5.18B — up 61% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBR and 35 opened new positions — a net loss of 14 holders — while 93 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, adding an estimated $229M. The largest seller was Artisan Partners, exiting entirely with an estimated $68.2M sold.

  • 283 institutional investors held Petrobras (PBR) as of Q2 2020, down from 299 in Q1 2020.
  • Funds reported $5.18B of Petrobras stock for Q2 2020, up 61% quarter-over-quarter.
  • 35 funds opened new Petrobras positions in Q2 2020 and 49 closed out, a net change of -14 holders.
  • The largest Petrobras buyer in Q2 2020 was Capital Research Global Investors, an estimated $229M added.
  • The largest Petrobras seller in Q2 2020 was Artisan Partners, an estimated $68.2M sold.

Based on aggregated 13F filings for Q2 2020.