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Oil States International

203 hedge funds and large institutions have $1.76B invested in Oil States International in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

6% more funds holding

Funds holding: 192203 (+11)

2% more capital invested

Capital invested by funds: $1.72B → $1.76B (+$41.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

2.92% less ownership

Funds ownership: 107.23%104.31% (-2.9%)

58% less call options, than puts

Call options by funds: $111K | Put options by funds: $263K

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
69
Reduced
70
Closed
20
Calls
$111K
Puts
$263K
Net Calls
-$152K
Net Calls Change
+$521K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$246M -$7.86M -242,579 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$5.53M +170,562 +5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$122M +$10.8M +332,324 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$114M +$35.1M +1,083,140 +46%
AL
5
AJO LP
Pennsylvania
$103M -$19.1M -588,809 -16%
BFA
6
BlackRock Fund Advisors
California
$90M +$1.99M +61,257 +2%
Franklin Resources
7
Franklin Resources
California
$67.2M +$5.25M +162,000 +9%
State Street
8
State Street
Massachusetts
$63.9M +$1.04M +32,107 +2%
Capital World Investors
9
Capital World Investors
California
$59.8M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$59.7M +$6.65M +205,129 +13%
BIT
11
BlackRock Institutional Trust
California
$51.9M +$2.92M +90,010 +6%
CCM
12
Channing Capital Management
Illinois
$42.4M +$1.26M +38,887 +3%
Northern Trust
13
Northern Trust
Illinois
$40.3M +$344K +10,614 +0.9%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$30.2M +$6.76M +208,582 +29%
Norges Bank
15
Norges Bank
Norway
$26.3M
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$25.7M +$537K +16,580 +2%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$21.4M -$12.3M -379,625 -37%
VFM
18
Viking Fund Management
North Dakota
$19.2M +$1.94M +60,000 +11%
PAM
19
Panagora Asset Management
Massachusetts
$18.8M +$530K +16,357 +3%
WCM
20
Wedge Capital Management
North Carolina
$16.4M -$321K -9,919 -2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$16M -$30.3M -934,715 -66%
Goldman Sachs
22
Goldman Sachs
New York
$15.7M -$6.03M -185,920 -28%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.4M +$14.2M +438,555 New
VanEck Associates
24
VanEck Associates
New York
$14.2M -$677K -20,902 -5%
EOCM
25
Energy Opportunities Capital Management
Texas
$13.5M -$142K -4,390 -1%

OIS Hedge Fund Activity: Q2 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q2 2016, worth a combined $1.76B — up 2.4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OIS positions and 20 closed out — a net gain of 15 holders — while 69 added to existing stakes and 70 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $35.1M. The largest seller was AQR Capital Management, cutting an estimated $30.3M.

  • 203 institutional investors held Oil States International (OIS) as of Q2 2016, up from 192 in Q1 2016.
  • Funds reported $1.76B of Oil States International stock for Q2 2016, up 2.4% quarter-over-quarter.
  • 35 funds opened new Oil States International positions in Q2 2016 and 20 closed out, a net change of +15 holders.
  • The largest Oil States International buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $35.1M added.
  • The largest Oil States International seller in Q2 2016 was AQR Capital Management, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2016.