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Oil States International

170 hedge funds and large institutions have $1.01B invested in Oil States International in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $828M → $1.01B (+$186M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

3% more funds holding

Funds holding: 165170 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 102.95%102.92% (-0.03%)

88% less call options, than puts

Call options by funds: $6K | Put options by funds: $48K

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
57
Closed
15
Calls
$6K
Puts
$48K
Net Calls
-$42K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$155M +$3.47M +228,287 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M -$128K -8,420 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$98.1M +$128K +8,397 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80.4M -$2.36M -155,261 -3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$73.5M +$12.5M +823,435 +22%
EARNEST Partners
6
EARNEST Partners
Georgia
$35.2M +$1.05M +69,076 +3%
State Street
7
State Street
Massachusetts
$33.9M +$1.39M +91,201 +5%
CCM
8
Channing Capital Management
Illinois
$27.8M +$2.04M +134,052 +9%
PCM
9
Palisade Capital Management
New Jersey
$22.4M +$843K +55,478 +4%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$18.1M +$838K +55,151 +5%
Wells Fargo
11
Wells Fargo
California
$16.9M -$8.84M -581,861 -36%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$16M +$312K +20,514 +2%
Charles Schwab
13
Charles Schwab
California
$15.3M +$602K +39,625 +4%
Northern Trust
14
Northern Trust
Illinois
$14.7M -$7.37K -485 -0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.9M +$191K +12,600 +2%
Norges Bank
16
Norges Bank
Norway
$12.6M
WA
17
Wasatch Advisors
Utah
$12.3M +$2.32M +152,785 +26%
VanEck Associates
18
VanEck Associates
New York
$12M +$2.54M +167,047 +29%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$11.5M +$449K +29,537 +4%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$9.36M
WCM
21
Wedge Capital Management
North Carolina
$9.29M -$178K -11,731 -2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$8.1M +$320K +21,066 +4%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.8M +$11.6K +761 +0.2%
Morgan Stanley
24
Morgan Stanley
New York
$7.34M +$1.64M +108,011 +32%
Invesco
25
Invesco
Georgia
$6.87M +$720K +47,424 +13%

OIS Hedge Fund Activity: Q4 2019 in Review

170 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q4 2019, worth a combined $1.01B — up 22% from $828M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OIS positions and 15 closed out — a net gain of 10 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $12.5M. The largest seller was Millennium Management, cutting an estimated $17.2M.

  • 170 institutional investors held Oil States International (OIS) as of Q4 2019, up from 165 in Q3 2019.
  • Funds reported $1.01B of Oil States International stock for Q4 2019, up 22% quarter-over-quarter.
  • 25 funds opened new Oil States International positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest Oil States International buyer in Q4 2019 was AllianceBernstein, an estimated $12.5M added.
  • The largest Oil States International seller in Q4 2019 was Millennium Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2019.