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Oil States International

199 hedge funds and large institutions have $1.8B invested in Oil States International in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.5% less ownership

Funds ownership: 105.71%105.21% (-0.5%)

7% less call options, than puts

Call options by funds: $713K | Put options by funds: $766K

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

7% less funds holding

Funds holding: 215199 (-16)

15% less capital invested

Capital invested by funds: $2.12B → $1.8B (-$317M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
199
Holders Change
-16
Holders Change %
-7.44%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
73
Reduced
80
Closed
29
Calls
$713K
Puts
$766K
Net Calls
-$53K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M +$5.62M +153,150 +2%
BlackRock
2
BlackRock
New York
$184M +$203M +5,522,457 +17,027%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$144M +$5.35M +145,842 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$143M +$5.88M +160,307 +4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$113M -$24.4M -665,734 -16%
Franklin Resources
6
Franklin Resources
California
$75.9M -$4.8M -130,800 -5%
State Street
7
State Street
Massachusetts
$66.7M +$1.95M +53,202 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$62.7M -$26.1M -712,153 -27%
CCM
9
Channing Capital Management
Illinois
$58.7M +$7.62M +207,675 +13%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$46.6M +$29.4M +800,586 +132%
Northern Trust
11
Northern Trust
Illinois
$39.5M +$267K +7,265 +0.6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$35.4M +$5.34M +145,459 +16%
Wells Fargo
13
Wells Fargo
California
$29.6M +$16.9M +460,627 +106%
EIP
14
Epoch Investment Partners
New York
$25.4M -$207K -5,654 -0.7%
Norges Bank
15
Norges Bank
Norway
$21.8M -$2.87M -78,274 -11%
VFM
16
Viking Fund Management
North Dakota
$19.9M -$2.2M -60,000 -9%
CI
17
Cambiar Investors
Colorado
$19.6M -$1.96M -53,348 -8%
CWAM
18
Columbia Wanger Asset Management
Illinois
$19.5M -$615K -16,760 -3%
KCM
19
Kennedy Capital Management
Missouri
$19.3M -$1.5M -40,870 -7%
WCM
20
Wedge Capital Management
North Carolina
$16.2M -$1.32M -36,105 -7%
Goldman Sachs
21
Goldman Sachs
New York
$16.1M +$106K +2,880 +0.6%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$15.5M +$677K +18,445 +4%
EOCM
23
Energy Opportunities Capital Management
Texas
$14.9M -$211K -5,750 -1%
VanEck Associates
24
VanEck Associates
New York
$14.1M +$1.97M +53,571 +14%
PCM
25
Palisade Capital Management
New Jersey
$13.5M -$784K -21,378 -5%

OIS Hedge Fund Activity: Q1 2017 in Review

199 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q1 2017, worth a combined $1.8B — down 15% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of OIS and 20 opened new positions — a net loss of 9 holders — while 80 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Bank of New York Mellon, cutting an estimated $26.1M.

  • 199 institutional investors held Oil States International (OIS) as of Q1 2017, down from 215 in Q4 2016.
  • Funds reported $1.8B of Oil States International stock for Q1 2017, down 15% quarter-over-quarter.
  • 20 funds opened new Oil States International positions in Q1 2017 and 29 closed out, a net change of -9 holders.
  • The largest Oil States International buyer in Q1 2017 was BlackRock, an estimated $203M added.
  • The largest Oil States International seller in Q1 2017 was Bank of New York Mellon, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2017.