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Oceaneering
OII

240 hedge funds and large institutions have $1.94B invested in Oceaneering in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 85

5.33% more ownership

Funds ownership: 100.43% → 105.76% (+5.3%)

4% less funds holding

Funds holding: 249 → 240 (-9)

7% less capital invested

Capital invested by funds: $2.09B → $1.94B (-$154M)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

96% less call options, than puts

Call options by funds: $692K | Put options by funds: $18.1M

Holders
240
Holders Change
-9
Holders Change %
-3.61%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
96
Reduced
85
Closed
29
Calls
$692K
Puts
$18.1M
Net Calls
-$17.4M
Net Calls Change
-$16.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$45.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37.2M
3
EVM
Eaton Vance Management
Massachusetts
+$32.2M
4
Legal & General Group
Legal & General Group
United Kingdom
+$28M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19.6M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$25.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$20.6M
3
SIMG
Stephens Investment Management Group
Texas
-$18.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$11.7M
5
MAM
Majedie Asset Management
United Kingdom
-$9.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
251
Stephens Inc
Arkansas
– -$188K -8,887 Closed
TG
252
TLP Group
Illinois
– -$73K -3,451 Closed
II
253
Inspire Investing
Idaho
– -$65K -3,090 Closed
IA
254
IndexIQ Advisors
New York
– -$59K -2,812 Closed
DCM
255
Delpha Capital Management
New York
– -$34K -1,630 Closed
C
256
Cerebellum
California
– -$32K -1,513 Closed
EA
257
Edge Advisors
Georgia
– -$14K -687 Closed
CG
258
Cutler Group
California
– -$4.61K -230 Closed
BWP
259
Baldwin Wealth Partners
Massachusetts
– -$4K -200 Closed
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -105 Closed
SPIA
261
Steward Partners Investment Advisory
New York
– -$2K -100 Closed
STA
262
Summit Trail Advisors
New York
– -$2K -93 Closed
WA
263
Waverly Advisors
Alabama
– -$2K -85 Closed
VCM
264
Versant Capital Management
Arizona
– -$1.54K -77 -82%
APP
265
Avantax Planning Partners
Iowa
– +$221 +11 New
S
266
SignatureFD
Georgia
– +$301 +15 New
7 8 9 10
11

OII Hedge Fund Activity: Q1 2018 in Review

240 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Oceaneering (OII) for Q1 2018, worth a combined $1.94B — down 7.4% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of OII and 26 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 96 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $45.8M. The largest seller was AJO LP, exiting entirely with an estimated $25.9M sold.

  • 240 institutional investors held Oceaneering (OII) as of Q1 2018, down from 249 in Q4 2017.
  • Funds reported $1.94B of Oceaneering stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 26 funds opened new Oceaneering positions in Q1 2018 and 29 closed out, a net change of -3 holders.
  • The largest Oceaneering buyer in Q1 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $45.8M added.
  • The largest Oceaneering seller in Q1 2018 was AJO LP, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2018.