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Petrobras

372 hedge funds and large institutions have $11.8B invested in Petrobras in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 114 increasing their positions, 95 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 46

41% more capital invested

Capital invested by funds: $8.41B → $11.8B (+$3.42B)

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

20% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 95

19% more funds holding

Funds holding: 312372 (+60)

0.36% more ownership

Funds ownership: 10.42%10.77% (+0.36%)

10% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.14B

Holders
372
Holders Change
+60
Holders Change %
+19.23%
% of All Funds
5.87%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
110
Increased
114
Reduced
95
Closed
46
Calls
$1.03B
Puts
$1.14B
Net Calls
-$114M
Net Calls Change
+$299M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
1
GQG Partners
Florida
$2.87B +$87.9M +6,558,516 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.06B -$417M -31,105,072 -30%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$697M +$289M +21,530,482 +84%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$537M +$80.8M +6,028,111 +20%
Fisher Asset Management
5
Fisher Asset Management
Washington
$496M -$20.6M -1,536,415 -4%
Lazard Asset Management
6
Lazard Asset Management
New York
$448M +$11.1M +827,083 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$419M -$187M -13,922,589 -33%
Goldman Sachs
8
Goldman Sachs
New York
$361M +$90.7M +6,766,019 +38%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$359M +$95.5M +7,123,014 +41%
BlackRock
10
BlackRock
New York
$280M +$25.1M +1,874,845 +11%
UBS AM
11
UBS AM
Illinois
$262M -$8.08M -602,984 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$248M +$104M +7,748,500 +86%
Morgan Stanley
13
Morgan Stanley
New York
$211M +$69.1M +5,157,442 +56%
AIM
14
ARGA Investment Management
Connecticut
$190M -$67M -4,998,540 -28%
IUHSA
15
Itau Unibanco Holding S.A.
Brazil
$175M +$782K +58,345 +0.5%
CFM
16
Coronation Fund Managers
South Africa
$151M +$34.8M +2,594,203 +34%
Bank of America
17
Bank of America
North Carolina
$141M +$106M +7,892,520 +481%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$139M +$50.3M +3,753,019 +67%
PG
19
Pendal Group
Australia
$136M -$73.1M -5,455,954 -37%
OCM
20
Oaktree Capital Management
California
$133M +$1.61M +119,820 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$111M -$3.33M -248,407 -3%
CCM
22
Contrarian Capital Management
Connecticut
$109M -$5.19M -387,585 -5%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$103M +$65.9M +4,920,722 +240%
EARNEST Partners
24
EARNEST Partners
Georgia
$91.7M -$35.2M -2,624,405 -30%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$89.3M +$68.3M +5,096,975 +544%

PBR Hedge Fund Activity: Q1 2022 in Review

372 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Petrobras (PBR) for Q1 2022, worth a combined $11.8B — up 41% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PBR positions and 46 closed out — a net gain of 64 holders — while 114 added to existing stakes and 95 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $289M. The largest seller was Baillie Gifford & Co, cutting an estimated $417M.

  • 372 institutional investors held Petrobras (PBR) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $11.8B of Petrobras stock for Q1 2022, up 41% quarter-over-quarter.
  • 110 funds opened new Petrobras positions in Q1 2022 and 46 closed out, a net change of +64 holders.
  • The largest Petrobras buyer in Q1 2022 was Arrowstreet Capital, an estimated $289M added.
  • The largest Petrobras seller in Q1 2022 was Baillie Gifford & Co, an estimated $417M sold.

Based on aggregated 13F filings for Q1 2022.