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Oil States International

274 hedge funds and large institutions have $5.29B invested in Oil States International in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $213M | Put options by funds: $107M

0.9% more ownership

Funds ownership: 175.21%176.12% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 278274 (-4)

6% less capital invested

Capital invested by funds: $5.61B → $5.29B (-$325M)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

Holders
274
Holders Change
-4
Holders Change %
-1.44%
% of All Funds
7.91%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
35
Increased
92
Reduced
117
Closed
35
Calls
$213M
Puts
$107M
Net Calls
+$106M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$312K +$997 +18 +0.3%
MIC
227
MU Investments Company
Japan
$311K -$63K -1,137 -17%
ST
228
Somerset Trust
Pennsylvania
$309K -$886 -16 -0.3%
GCP
229
GSA Capital Partners
United Kingdom
$303K +$33.6K +607 +13%
CC
230
Cipher Capital
New York
$302K +$297K +5,362 New
FMBTD
231
First Midwest Bank Trust Division
Illinois
$288K +$942 +17 +0.3%
VF
232
Virtu Financial
New York
$282K +$277K +5,002 New
JG
233
Jefferies Group
New York
$280K -$2.39M -43,120 -90%
BA
234
Bridgewater Associates
Connecticut
$264K -$420K -7,583 -62%
TAM
235
Telluride Asset Management
Minnesota
$250K +$246K +4,442 New
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$249K -$28.1K -507 -10%
IUAM
237
Itau USA Asset Management
New York
$247K -$233K -4,200 -49%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$241K +$13.6K +245 +6%
Stifel Financial
239
Stifel Financial
Missouri
$231K +$227K +4,097 New
MIP
240
Marietta Investment Partners
Wisconsin
$227K -$200K -3,603 -47%
VKH
241
Virtu KCG Holdings
New York
$217K +$213K +3,845 New
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$198K -$4.65K -84 -2%
IC
243
IKOS CIF
Cyprus
$190K -$172K -3,113 -48%
PMAM
244
Picton Mahoney Asset Management
Ontario, Canada
$138K
OMCS
245
Old Mutual Customised Solutions
South Africa
$108K
DVM
246
Dreman Value Management
Florida
$107K +$82.1K +1,482 +353%
CCMH
247
Cornerstone Capital Management Holdings
New York
$106K -$14.9M -268,576 -99%
TCA
248
Tortoise Capital Advisors
Kansas
$68K -$50.3K -908 -43%
Axa
249
Axa
France
$59K
Group One Trading
250
Group One Trading
Illinois
$56K +$55.5K +1,001 New

OIS Hedge Fund Activity: Q1 2014 in Review

274 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q1 2014, worth a combined $5.29B — down 5.8% from $5.61B a quarter earlier.

Fund positioning in OIS was balanced in Q1 2014: 35 funds opened new positions, 35 closed out, 92 added to existing stakes and 117 trimmed.

The largest buyer was Atlantic Investment Management, adding an estimated $53.9M. The largest seller was Capital World Investors, cutting an estimated $99.9M.

  • 274 institutional investors held Oil States International (OIS) as of Q1 2014, down from 278 in Q4 2013.
  • Funds reported $5.29B of Oil States International stock for Q1 2014, down 5.8% quarter-over-quarter.
  • 35 funds opened new Oil States International positions in Q1 2014 and 35 closed out, a net change of 0 holders.
  • The largest Oil States International buyer in Q1 2014 was Atlantic Investment Management, an estimated $53.9M added.
  • The largest Oil States International seller in Q1 2014 was Capital World Investors, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2014.