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Oil States International

167 hedge funds and large institutions have $1.43B invested in Oil States International in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

0.34% more ownership

Funds ownership: 110.27%110.62% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less call options, than puts

Call options by funds: $255K | Put options by funds: $277K

7% less capital invested

Capital invested by funds: $1.55B → $1.43B (-$113M)

11% less funds holding

Funds holding: 187167 (-20)

59% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 32

Holders
167
Holders Change
-20
Holders Change %
-10.7%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
73
Reduced
60
Closed
32
Calls
$255K
Puts
$277K
Net Calls
-$22K
Net Calls Change
-$751K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M +$27.7M +1,125,986 +20%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M -$13.3M -539,485 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M +$5.42M +220,458 +5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$109M +$21.2M +861,044 +25%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$105M -$4.83M -196,407 -5%
Franklin Resources
6
Franklin Resources
California
$79.3M +$22.1M +896,700 +40%
EARNEST Partners
7
EARNEST Partners
Georgia
$50.9M +$579K +23,545 +1%
State Street
8
State Street
Massachusetts
$43.4M -$8.62M -350,687 -17%
CCM
9
Channing Capital Management
Illinois
$41.1M -$583K -23,697 -1%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$40.5M +$3.07M +124,810 +8%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$31.5M +$728K +29,597 +2%
Wells Fargo
12
Wells Fargo
California
$30.8M +$1.59M +64,560 +6%
Northern Trust
13
Northern Trust
Illinois
$29.8M -$971K -39,482 -3%
Norges Bank
14
Norges Bank
Norway
$21.3M +$3.71M +151,017 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.9M -$10M -407,242 -34%
EIP
16
Epoch Investment Partners
New York
$19.7M +$32.6K +1,325 +0.2%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$17.3M +$62K +2,522 +0.4%
TCM
18
TVR Capital Management
Connecticut
$17.2M +$2.21M +89,912 +15%
RHJA
19
Rice Hall James & Associates
California
$16.6M +$13.2M +537,017 +452%
PCM
20
Palisade Capital Management
New Jersey
$15.3M +$2.01M +81,532 +16%
KCM
21
Kennedy Capital Management
Missouri
$14.2M -$128K -5,199 -0.9%
VanEck Associates
22
VanEck Associates
New York
$13.8M +$2.06M +83,781 +18%
NAMA
23
Nikko Asset Management Americas
New York
$13.5M +$3.56M +144,900 +37%
Charles Schwab
24
Charles Schwab
California
$13.3M +$1.27M +51,482 +11%
WCM
25
Wedge Capital Management
North Carolina
$12.5M -$153K -6,228 -1%

OIS Hedge Fund Activity: Q3 2017 in Review

167 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q3 2017, worth a combined $1.43B — down 7.3% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OIS and 13 opened new positions — a net loss of 19 holders — while 60 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $27.7M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $14.3M sold.

  • 167 institutional investors held Oil States International (OIS) as of Q3 2017, down from 187 in Q2 2017.
  • Funds reported $1.43B of Oil States International stock for Q3 2017, down 7.3% quarter-over-quarter.
  • 13 funds opened new Oil States International positions in Q3 2017 and 32 closed out, a net change of -19 holders.
  • The largest Oil States International buyer in Q3 2017 was BlackRock, an estimated $27.7M added.
  • The largest Oil States International seller in Q3 2017 was Mesirow Financial Investment Management - Fixed Income, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2017.