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O-I Glass

355 hedge funds and large institutions have $5.59B invested in O-I Glass in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

39% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $21.8M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $4.65B → $5.59B (+$934M)

6% more funds holding

Funds holding: 335355 (+20)

0.4% more ownership

Funds ownership: 94.7%95.1% (+0.4%)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

Holders
355
Holders Change
+20
Holders Change %
+5.97%
% of All Funds
10.3%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
49
Increased
125
Reduced
138
Closed
28
Calls
$30.4M
Puts
$21.8M
Net Calls
+$8.59M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$434M +$18.4M +572,017 +5%
State Street
2
State Street
Massachusetts
$287M +$9.07M +281,374 +4%
SC
3
Sasco Capital
Connecticut
$274M +$2.88M +89,440 +1%
AIM
4
Atlantic Investment Management
New York
$239M -$7.16M -222,140 -3%
FPA
5
First Pacific Advisors
California
$220M +$397K +12,300 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$197M +$12M +370,684 +7%
BIT
7
BlackRock Institutional Trust
California
$191M -$4.03M -124,930 -2%
Canada Life
8
Canada Life
Manitoba, Canada
$140M -$1.2M -37,262 -1%
FCM
9
Farallon Capital Management
California
$140M
SFM
10
Systematic Financial Management
New Jersey
$125M +$56.2M +1,743,080 +100%
GC
11
Guggenheim Capital
Illinois
$121M +$1.9M +58,827 +2%
SSM
12
Sound Shore Management
Connecticut
$121M -$1.75M -54,262 -2%
OCM
13
Osterweis Capital Management
California
$101M -$435K -13,495 -0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$97.9M +$5.47M +169,783 +7%
GC
15
GW Capital
Washington
$96.5M -$493K -15,279 -0.6%
Boston Partners
16
Boston Partners
Massachusetts
$96.4M +$7.08M +219,638 +9%
AQR Capital Management
17
AQR Capital Management
Connecticut
$82.4M +$7.72M +239,521 +12%
BFA
18
BlackRock Fund Advisors
California
$81.8M +$3.59M +111,252 +5%
TCIM
19
TIAA CREF Investment Management
New York
$79.3M -$12.7M -394,685 -15%
Northern Trust
20
Northern Trust
Illinois
$77.9M +$464K +14,387 +0.7%
TAM
21
Tocqueville Asset Management
New York
$63.8M -$4.22M -130,968 -7%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$62.8M +$43.6M +1,351,906 +336%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$60.5M +$9.69M +300,498 +22%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$56.6M
SO
25
STRS Ohio
Ohio
$51.4M -$2.49M -77,318 -5%

OI Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in O-I Glass (OI) for Q4 2013, worth a combined $5.59B — up 20% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new OI positions and 28 closed out — a net gain of 21 holders — while 125 added to existing stakes and 138 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $56.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.3M.

  • 355 institutional investors held O-I Glass (OI) as of Q4 2013, up from 335 in Q3 2013.
  • Funds reported $5.59B of O-I Glass stock for Q4 2013, up 20% quarter-over-quarter.
  • 49 funds opened new O-I Glass positions in Q4 2013 and 28 closed out, a net change of +21 holders.
  • The largest O-I Glass buyer in Q4 2013 was Systematic Financial Management, an estimated $56.2M added.
  • The largest O-I Glass seller in Q4 2013 was T. Rowe Price Associates, an estimated $42.3M sold.

Based on aggregated 13F filings for Q4 2013.