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Oil States International

219 hedge funds and large institutions have $2.59B invested in Oil States International in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $20.2M

1.45% more ownership

Funds ownership: 98.55%100% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 242219 (-23)

21% less capital invested

Capital invested by funds: $3.29B → $2.59B (-$699M)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
219
Holders Change
-23
Holders Change %
-9.5%
% of All Funds
5.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
86
Reduced
82
Closed
48
Calls
$26.4M
Puts
$20.2M
Net Calls
+$6.21M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Palisade Capital Management
New Jersey
$9.1M +$2.15M +39,809 +27%
PAM
52
Panagora Asset Management
Massachusetts
$8.67M -$4.49M -83,053 -32%
ACM
53
Arosa Capital Management
Florida
$8.56M +$9.46M +175,000 New
ANRF
54
Adams Natural Resources Fund
Maryland
$8.31M
Prudential Financial
55
Prudential Financial
New Jersey
$8.07M -$18.9M -350,065 -68%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$8.04M -$7.13M -131,811 -44%
ICM
57
IronBridge Capital Management
Illinois
$7.72M -$3.31M -61,203 -28%
RFC
58
Russell Frank Company
Washington
$7.67M +$7.3M +135,050 +615%
Principal Financial Group
59
Principal Financial Group
Iowa
$7.35M +$70.8K +1,310 +0.9%
BIM
60
BlackRock Investment Management
Delaware
$7.2M -$187K -3,463 -2%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$6.65M -$216K -4,002 -3%
Charles Schwab
62
Charles Schwab
California
$6.64M +$1.02M +18,792 +16%
Ameriprise
63
Ameriprise
Minnesota
$6.46M -$9.84M -182,007 -58%
FQ
64
First Quadrant
California
$5.72M +$5.76M +106,500 +1,024%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$5.54M -$676K -12,500 -10%
FMI
66
Factory Mutual Insurance
Massachusetts
$5.38M +$1.62M +30,000 +38%
TCIM
67
TIAA CREF Investment Management
New York
$5.3M -$3.47M -64,151 -37%
AIG
68
American International Group
New York
$5.17M -$145K -2,691 -2%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$4.88M -$10.8K -200 -0.2%
Morgan Stanley
70
Morgan Stanley
New York
$4.6M -$9.13M -168,885 -64%
ICM
71
ICC Capital Management
Florida
$4.52M -$577K -10,680 -10%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.41M +$47.7K +883 +1%
NFA
73
Nationwide Fund Advisors
Ohio
$4.39M -$261K -4,825 -5%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$4.18M +$75.7K +1,400 +2%
IMAS
75
ID Management A/S
Denmark
$4.04M -$514K -9,512 -10%

OIS Hedge Fund Activity: Q4 2014 in Review

219 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q4 2014, worth a combined $2.59B — down 21% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OIS and 28 opened new positions — a net loss of 20 holders — while 82 trimmed existing stakes and 86 added.

The largest buyer was AJO LP, adding an estimated $172M. The largest seller was Greenlight Capital, cutting an estimated $132M.

  • 219 institutional investors held Oil States International (OIS) as of Q4 2014, down from 242 in Q3 2014.
  • Funds reported $2.59B of Oil States International stock for Q4 2014, down 21% quarter-over-quarter.
  • 28 funds opened new Oil States International positions in Q4 2014 and 48 closed out, a net change of -20 holders.
  • The largest Oil States International buyer in Q4 2014 was AJO LP, an estimated $172M added.
  • The largest Oil States International seller in Q4 2014 was Greenlight Capital, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2014.