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Oil States International

145 hedge funds and large institutions have $305M invested in Oil States International in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52,200% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $2K

22% more capital invested

Capital invested by funds: $250M → $305M (+$54.9M)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 143145 (+2)

0.98% more ownership

Funds ownership: 81.73%82.72% (+0.98%)

18% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 55

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
55
Closed
21
Calls
$1.05M
Puts
$2K
Net Calls
+$1.04M
Net Calls Change
+$979K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.6M +$4.95M +725,545 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$39.1M +$1.21M +177,578 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.7M +$1.1M +160,642 +5%
State Street
4
State Street
Massachusetts
$17.3M +$5.2M +762,426 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.8M +$164K +24,078 +0.9%
Charles Schwab
6
Charles Schwab
California
$11.8M +$868K +127,290 +7%
PCM
7
Palisade Capital Management
New Jersey
$10.5M +$1.87M +274,124 +19%
VanEck Associates
8
VanEck Associates
New York
$8.69M +$2.08M +304,879 +27%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.59M +$565K +82,832 +8%
Northern Trust
10
Northern Trust
Illinois
$5.45M +$1.39M +203,230 +29%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.45M -$532K -78,083 -8%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$5.21M +$4.78M +701,450 +431%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$4.8M -$169K -24,740 -3%
Invesco
14
Invesco
Georgia
$4.76M +$1.44M +211,506 +37%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.37M +$342K +50,200 +7%
Goldman Sachs
16
Goldman Sachs
New York
$4.08M +$1.17M +171,246 +34%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.71M -$80.2K -11,757 -2%
Morgan Stanley
18
Morgan Stanley
New York
$3.15M -$3.14M -460,718 -47%
Federated Hermes
19
Federated Hermes
Pennsylvania
$3.02M -$2.45M -360,030 -42%
BCM
20
Bridgeway Capital Management
Texas
$2.62M -$635K -93,100 -18%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.53M -$1.97K -289 -0.1%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.53M -$6.33M -927,897 -69%
PPA
23
Parametric Portfolio Associates
Washington
$2.52M -$175K -25,637 -6%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$2.49M +$440K +64,500 +18%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$2.42M -$260K -38,077 -9%

OIS Hedge Fund Activity: Q1 2021 in Review

145 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q1 2021, worth a combined $305M — up 22% from $250M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OIS positions and 21 closed out — a net gain of 3 holders — while 45 added to existing stakes and 55 trimmed.

The largest buyer was State Street, adding an estimated $5.2M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $6.33M.

  • 145 institutional investors held Oil States International (OIS) as of Q1 2021, up from 143 in Q4 2020.
  • Funds reported $305M of Oil States International stock for Q1 2021, up 22% quarter-over-quarter.
  • 24 funds opened new Oil States International positions in Q1 2021 and 21 closed out, a net change of +3 holders.
  • The largest Oil States International buyer in Q1 2021 was State Street, an estimated $5.2M added.
  • The largest Oil States International seller in Q1 2021 was Jacobs Levy Equity Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q1 2021.