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Oil States International

147 hedge funds and large institutions have $234M invested in Oil States International in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 59

6.7% less ownership

Funds ownership: 88.75%82.05% (-6.7%)

15% less funds holding

Funds holding: 172147 (-25)

33% less capital invested

Capital invested by funds: $348M → $234M (-$114M)

50% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 46

64% less call options, than puts

Call options by funds: $4K | Put options by funds: $11K

Holders
147
Holders Change
-25
Holders Change %
-14.53%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
56
Reduced
59
Closed
46
Calls
$4K
Puts
$11K
Net Calls
-$7K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.9M +$653K +135,783 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.2M +$128K +26,569 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.3M -$2.65M -551,206 -15%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13.5M +$11M +2,283,997 +300%
GJL
5
Gendell Jeffrey L
$13.4M +$562K +116,837 +4%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$12.5M +$13.1M +2,727,730 +2,773%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$10.2M +$5.54M +1,152,071 +101%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$8.69M +$3.1M +645,000 +49%
State Street
9
State Street
Massachusetts
$6.56M -$2.53M -526,242 -26%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.19M +$127K +26,374 +2%
Morgan Stanley
11
Morgan Stanley
New York
$5.5M +$906K +188,551 +18%
AQR Capital Management
12
AQR Capital Management
Connecticut
$4.89M +$3.28M +682,121 +163%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$4M +$300K +62,406 +7%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$3.97M -$934K -194,300 -18%
KCM
15
Kennedy Capital Management
Missouri
$3.93M +$1.76M +366,599 +71%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.88M -$520K -108,255 -11%
Citadel Advisors
17
Citadel Advisors
Florida
$3.78M +$1.27M +263,289 +45%
Millennium Management
18
Millennium Management
New York
$3.51M -$5.62M -1,168,080 -60%
Jane Street
19
Jane Street
New York
$3.1M +$594K +123,452 +22%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$2.86M -$1.36M -283,411 -31%
American Century Companies
21
American Century Companies
Missouri
$2.81M +$97K +20,176 +3%
Charles Schwab
22
Charles Schwab
California
$2.68M -$843K -175,285 -22%
Northern Trust
23
Northern Trust
Illinois
$2.68M -$220K -45,681 -7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.66M +$2.48M +516,385 +696%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.39M -$3.54M -735,365 -58%

OIS Hedge Fund Activity: Q2 2024 in Review

147 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oil States International (OIS) for Q2 2024, worth a combined $234M — down 33% from $348M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of OIS and 23 opened new positions — a net loss of 23 holders — while 59 trimmed existing stakes and 56 added.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $23.5M sold.

  • 147 institutional investors held Oil States International (OIS) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $234M of Oil States International stock for Q2 2024, down 33% quarter-over-quarter.
  • 23 funds opened new Oil States International positions in Q2 2024 and 46 closed out, a net change of -23 holders.
  • The largest Oil States International buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Oil States International seller in Q2 2024 was Palisade Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2024.