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PTR

PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)

Delisted

PTR was delisted on the 8th of September, 2022.

152 hedge funds and large institutions have $503M invested in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 155152 (-3)

23% less capital invested

Capital invested by funds: $653M → $503M (-$150M)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

94% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $253M

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
35
Reduced
53
Closed
27
Calls
$14.4M
Puts
$253M
Net Calls
-$238M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$98M -$32.9M -283,520 -24%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.5M -$475K -4,102 -1%
DCM
3
Driehaus Capital Management
Illinois
$36.8M +$25M +215,445 +185%
CS
4
Credit Suisse
Switzerland
$24.9M -$1.35M -11,609 -5%
Macquarie Group
5
Macquarie Group
Australia
$24.6M -$475K -4,100 -2%
WBC
6
Westpac Banking Corp
Australia
$19.3M -$2.34M -20,229 -10%
Invesco
7
Invesco
Georgia
$14.9M -$2.04M -17,592 -12%
AQR Capital Management
8
AQR Capital Management
Connecticut
$14.8M +$3.5M +30,200 +29%
CI Investments Inc
9
CI Investments Inc
Ontario, Canada
$12.3M +$753K +6,500 +6%
Axa
10
Axa
France
$12.3M +$45.5K +393 +0.4%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$12.1M +$6.29M +54,268 +81%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$10.4M -$672K -5,800 -6%
GC
13
Guggenheim Capital
Illinois
$7.77M +$360K +3,107 +5%
RFC
14
Russell Frank Company
Washington
$7.68M -$6.7M -57,793 -45%
WSFS
15
Wilmington Savings Fund Society
Delaware
$7.07M -$227K -1,960 -3%
Northern Trust
16
Northern Trust
Illinois
$6.72M +$571K +4,930 +9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$6.31M +$4.4M +37,932 +200%
FGP
18
Foyston, Gordon, & Payne
Ontario, Canada
$5.86M +$1.22M +10,539 +25%
CAM
19
Capstone Asset Management
Texas
$5.62M +$1.73M +14,888 +42%
OAM
20
Oxford Asset Management
United Kingdom
$5.61M +$125K +1,081 +2%
Goldman Sachs
21
Goldman Sachs
New York
$5.34M -$3.25M -28,063 -37%
Morgan Stanley
22
Morgan Stanley
New York
$5.32M -$7.24M -62,512 -57%
SCCM
23
Schafer Cullen Capital Management
New York
$5.08M -$3.61M -31,145 -40%
BIP
24
Brandes Investment Partners
California
$4.96M +$1.59M +13,692 +44%
BA
25
Bridgewater Associates
Connecticut
$4.7M -$69.5K -600 -1%

PTR Hedge Fund Activity: Q4 2014 in Review

152 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) for Q4 2014, worth a combined $503M — down 23% from $653M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PTR and 26 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 35 added.

The largest buyer was Driehaus Capital Management, adding an estimated $25M. The largest seller was Wellington Management Group, cutting an estimated $32.9M.

  • 152 institutional investors held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) as of Q4 2014, down from 155 in Q3 2014.
  • Funds reported $503M of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) stock for Q4 2014, down 23% quarter-over-quarter.
  • 26 funds opened new PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) positions in Q4 2014 and 27 closed out, a net change of -1 holder.
  • The largest PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) buyer in Q4 2014 was Driehaus Capital Management, an estimated $25M added.
  • The largest PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) seller in Q4 2014 was Wellington Management Group, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2014.