Oil States International
OIS
180 hedge funds and large institutions have $415M invested in Oil States International in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 19 closing their positions.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
6.19% more ownership
Funds ownership: 89.55% → 95.74% (+6.2%)
3% more funds holding
Funds holding: 174 → 180 (+6)
13% less capital invested
Capital invested by funds: $479M → $415M (-$63.7M)
99% less call options, than puts
Call options by funds: $8K | Put options by funds: $553K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.9M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.13M |
| 3 |
Millennium Management
New York
|
+$2.88M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$2.44M |
| 5 |
D.E. Shaw & Co
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$8M |
| 2 |
GJL
Gendell Jeffrey L
|
-$2.35M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$2.24M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.24M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.73M |
OIS Hedge Fund Activity: Q4 2023 in Review
180 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q4 2023, worth a combined $415M — down 13% from $479M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new OIS positions and 19 closed out — a net gain of 7 holders — while 71 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Foundry Partners, exiting entirely with an estimated $8M sold.
- 180 institutional investors held Oil States International (OIS) as of Q4 2023, up from 174 in Q3 2023.
- Funds reported $415M of Oil States International stock for Q4 2023, down 13% quarter-over-quarter.
- 26 funds opened new Oil States International positions in Q4 2023 and 19 closed out, a net change of +7 holders.
- The largest Oil States International buyer in Q4 2023 was Morgan Stanley, an estimated $18.9M added.
- The largest Oil States International seller in Q4 2023 was Foundry Partners, an estimated $8M sold.
Based on aggregated 13F filings for Q4 2023.