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Oil States International

206 hedge funds and large institutions have $2.02B invested in Oil States International in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

1.86% more ownership

Funds ownership: 103.76%105.63% (+1.9%)

4% less capital invested

Capital invested by funds: $2.12B → $2.02B (-$93.3M)

8% less funds holding

Funds holding: 225206 (-19)

42% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 43

83% less call options, than puts

Call options by funds: $3.96M | Put options by funds: $23.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-19
Holders Change %
-8.44%
% of All Funds
5.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
107
Reduced
57
Closed
43
Calls
$3.96M
Puts
$23.3M
Net Calls
-$19.4M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$167M +$8.04M +191,119 +4%
AL
2
AJO LP
Pennsylvania
$139M -$4.31M -102,400 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M -$4.74M -112,538 -3%
Goldman Sachs
4
Goldman Sachs
New York
$122M +$79.1M +1,878,699 +134%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$101M +$84.4M +2,006,009 +284%
BFA
6
BlackRock Fund Advisors
California
$96.7M +$35.8M +851,675 +49%
Capital World Investors
7
Capital World Investors
California
$71.4M +$9.18M +218,069 +13%
State Street
8
State Street
Massachusetts
$64.3M +$9.39M +223,129 +15%
BIT
9
BlackRock Institutional Trust
California
$61.2M +$8.83M +209,791 +15%
Franklin Resources
10
Franklin Resources
California
$55.7M +$6.99M +166,200 +13%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$54.4M +$10M +238,365 +19%
CS
12
Credit Suisse
Switzerland
$46.8M -$369K -8,765 -0.7%
Wells Fargo
13
Wells Fargo
California
$41.5M +$11.5M +273,793 +33%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$41M +$12.7M +301,933 +38%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$37.5M +$33.5M +795,983 +379%
CCM
16
Channing Capital Management
Illinois
$34M +$38.4M +912,076 New
PIM
17
Perkins Investment Management
Illinois
$27.1M +$30.7M +728,451 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$25.6M +$12.5M +296,672 +76%
AllianceBernstein
19
AllianceBernstein
Tennessee
$24.4M +$6.68M +158,669 +32%
Northern Trust
20
Northern Trust
Illinois
$21.9M -$7.3M -173,414 -23%
Norges Bank
21
Norges Bank
Norway
$21.1M +$33K +785 +0.1%
UBS Group
22
UBS Group
Switzerland
$21M +$4.57M +108,492 +24%
Two Sigma Investments
23
Two Sigma Investments
New York
$19.6M -$1.98M -46,980 -8%
ClearBridge Investments
24
ClearBridge Investments
New York
$19.6M +$2.59M +61,485 +13%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$19.2M +$2.99M +70,967 +16%

OIS Hedge Fund Activity: Q2 2015 in Review

206 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q2 2015, worth a combined $2.02B — down 4.4% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OIS and 25 opened new positions — a net loss of 18 holders — while 57 trimmed existing stakes and 107 added.

The largest buyer was Bank of New York Mellon, adding an estimated $84.4M. The largest seller was Atlantic Investment Management, exiting entirely with an estimated $139M sold.

  • 206 institutional investors held Oil States International (OIS) as of Q2 2015, down from 225 in Q1 2015.
  • Funds reported $2.02B of Oil States International stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 25 funds opened new Oil States International positions in Q2 2015 and 43 closed out, a net change of -18 holders.
  • The largest Oil States International buyer in Q2 2015 was Bank of New York Mellon, an estimated $84.4M added.
  • The largest Oil States International seller in Q2 2015 was Atlantic Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2015.