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Oil States International

172 hedge funds and large institutions have $428M invested in Oil States International in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

1% more funds holding

Funds holding: 170172 (+2)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.4% less ownership

Funds ownership: 89.66%89.26% (-0.4%)

10% less capital invested

Capital invested by funds: $477M → $428M (-$48.8M)

76% less call options, than puts

Call options by funds: $100K | Put options by funds: $412K

Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
67
Reduced
54
Closed
26
Calls
$100K
Puts
$412K
Net Calls
-$312K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.8M +$3.32M +454,236 +4%
PCM
2
Palisade Capital Management
New Jersey
$32.3M +$1.27M +174,657 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.8M -$368K -50,469 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.7M +$1.51M +207,541 +6%
State Street
5
State Street
Massachusetts
$21.8M -$717K -98,225 -3%
GJL
6
Gendell Jeffrey L
$21.1M +$1.61M +221,136 +8%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$19.4M +$239K +32,721 +1%
Invesco
8
Invesco
Georgia
$11.8M -$2.2M -301,727 -16%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$10.3M +$314K +43,010 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.36M +$257K +35,236 +3%
Morgan Stanley
11
Morgan Stanley
New York
$7.15M -$687K -94,092 -9%
FP
12
Foundry Partners
Minnesota
$6.93M +$240K +32,886 +4%
Two Sigma Investments
13
Two Sigma Investments
New York
$6.32M +$1.81M +248,058 +41%
JP Morgan Chase
14
JP Morgan Chase
New York
$6.31M +$3.2M +437,750 +108%
Charles Schwab
15
Charles Schwab
California
$6.23M -$204K -28,005 -3%
Northern Trust
16
Northern Trust
Illinois
$5.83M +$1.13M +154,956 +25%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$5.71M +$891K +122,000 +19%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$5.61M +$739K +101,300 +16%
Franklin Resources
19
Franklin Resources
California
$5.53M -$318K -43,585 -6%
Goldman Sachs
20
Goldman Sachs
New York
$5.31M +$1.52M +208,488 +41%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$4.98M +$744K +101,920 +18%
BCM
22
Bridgeway Capital Management
Texas
$4.54M +$609K +83,424 +16%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$4.53M +$923K +126,451 +26%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.47M +$284K +38,971 +7%
KCP
25
Keyframe Capital Partners
New York
$3.18M +$947K +129,683 +44%

OIS Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q2 2023, worth a combined $428M — down 10% from $477M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OIS positions and 26 closed out — a net gain of 2 holders — while 67 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $3.32M. The largest seller was Fidelity Investments, cutting an estimated $22.6M.

  • 172 institutional investors held Oil States International (OIS) as of Q2 2023, up from 170 in Q1 2023.
  • Funds reported $428M of Oil States International stock for Q2 2023, down 10% quarter-over-quarter.
  • 28 funds opened new Oil States International positions in Q2 2023 and 26 closed out, a net change of +2 holders.
  • The largest Oil States International buyer in Q2 2023 was BlackRock, an estimated $3.32M added.
  • The largest Oil States International seller in Q2 2023 was Fidelity Investments, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2023.