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Oil States International

144 hedge funds and large institutions have $119M invested in Oil States International in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 48

7.27% less ownership

Funds ownership: 102.92%95.65% (-7.3%)

15% less funds holding

Funds holding: 170144 (-26)

29% less call options, than puts

Call options by funds: $30K | Put options by funds: $42K

60% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 40

88% less capital invested

Capital invested by funds: $1.01B → $119M (-$896M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
144
Holders Change
-26
Holders Change %
-15.29%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
58
Reduced
48
Closed
40
Calls
$30K
Puts
$42K
Net Calls
-$12K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.4M +$557K +60,723 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.7M -$2.79M -304,276 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M -$1.2M -131,213 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.99M -$72.8K -7,935 -0.2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$8.99M -$717K -78,191 -2%
State Street
6
State Street
Massachusetts
$4.66M +$1.98M +215,586 +10%
PCM
7
Palisade Capital Management
New Jersey
$2.94M +$645K +70,299 +5%
Morgan Stanley
8
Morgan Stanley
New York
$2.68M +$8.01M +872,990 +194%
VanEck Associates
9
VanEck Associates
New York
$2.33M +$3.79M +413,260 +56%
Charles Schwab
10
Charles Schwab
California
$2.28M +$1.7M +184,797 +20%
Wells Fargo
11
Wells Fargo
California
$2.06M -$242K -26,394 -3%
Northern Trust
12
Northern Trust
Illinois
$1.82M -$37.8K -4,117 -0.5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.72M +$543K +59,193 +8%
Norges Bank
14
Norges Bank
Norway
$1.56M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.51M -$2.18M -237,352 -24%
Federated Hermes
16
Federated Hermes
Pennsylvania
$1.32M +$1.43M +156,017 +31%
Goldman Sachs
17
Goldman Sachs
New York
$1.19M +$2.4M +261,801 +80%
ACM
18
Arosa Capital Management
Florida
$1.18M +$5.33M +581,125 New
Neuberger Berman Group
19
Neuberger Berman Group
New York
$982K -$2.05M -223,138 -32%
PPA
20
Parametric Portfolio Associates
Washington
$978K +$2.46M +268,407 +126%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$972K -$872K -95,000 -17%
Invesco
22
Invesco
Georgia
$966K +$504K +54,883 +13%
WCM
23
Wedge Capital Management
North Carolina
$958K -$894K -97,444 -17%
Principal Financial Group
24
Principal Financial Group
Iowa
$932K -$174K -18,983 -4%
Bank of America
25
Bank of America
North Carolina
$830K +$111K +12,140 +3%

OIS Hedge Fund Activity: Q1 2020 in Review

144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q1 2020, worth a combined $119M — down 88% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OIS and 16 opened new positions — a net loss of 24 holders — while 48 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $8.01M. The largest seller was Channing Capital Management, exiting entirely with an estimated $27.8M sold.

  • 144 institutional investors held Oil States International (OIS) as of Q1 2020, down from 170 in Q4 2019.
  • Funds reported $119M of Oil States International stock for Q1 2020, down 88% quarter-over-quarter.
  • 16 funds opened new Oil States International positions in Q1 2020 and 40 closed out, a net change of -24 holders.
  • The largest Oil States International buyer in Q1 2020 was Morgan Stanley, an estimated $8.01M added.
  • The largest Oil States International seller in Q1 2020 was Channing Capital Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2020.