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PDS

Precision Drilling

82 hedge funds and large institutions have $60.1M invested in Precision Drilling in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more capital invested

Capital invested by funds: $24.9M → $60.1M (+$35.2M)

79% more call options, than puts

Call options by funds: $25K | Put options by funds: $14K

0.01% less ownership

Funds ownership: 1.46%1.45% (-0.01%)

9% less funds holding

Funds holding: 9082 (-8)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
19
Reduced
27
Closed
21
Calls
$25K
Puts
$14K
Net Calls
+$11K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$24.1M -$14K -1,250 -0.1%
LBA
2
Letko, Brosseau & Associates
Quebec, Canada
$4.72M -$2.29M -204,906 -40%
MLIM
3
Mountain Lake Investment Management
Florida
$4.44M +$97.9K +8,750 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.82M +$288K +25,768 +11%
SAM
5
Scion Asset Management
California
$3.05M +$2.25M +201,205 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.06M -$15.3K -1,364 -0.8%
SG
7
Standard General
New York
$2.04M +$1.5M +134,197 New
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.56M +$801K +71,583 +228%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$1.35M +$28.2K +2,525 +3%
NEI
10
Northwest & Ethical Investments
Ontario, Canada
$1.01M -$22.3K -1,991 -3%
IIM
11
Intact Investment Management
Quebec, Canada
$966K +$535K +47,810 New
Bank of America
12
Bank of America
North Carolina
$918K +$81.1K +7,248 +14%
KPF
13
K2 Principal Fund
Ontario, Canada
$893K +$485K +43,350 New
ERSOT
14
Employees Retirement System of Texas
Texas
$650K
Franklin Resources
15
Franklin Resources
California
$636K
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$597K -$31K -2,770 -6%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$593K +$438K +39,145 New
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$586K +$5.39K +482 +1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$443K -$22 -2 -0%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$394K -$496K -44,346 -63%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$383K -$493K -44,030 -63%
FRM
22
Foundation Resource Management
Arkansas
$359K -$11.5K -1,026 -4%
GCAC
23
Guardian Capital Advisors (Canada)
Ontario, Canada
$349K -$9.97K -891 -3%
Goldman Sachs
24
Goldman Sachs
New York
$317K -$33K -2,947 -12%
Morgan Stanley
25
Morgan Stanley
New York
$306K -$365K -32,606 -62%

PDS Hedge Fund Activity: Q2 2020 in Review

82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Precision Drilling (PDS) for Q2 2020, worth a combined $60.1M — up 141% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PDS and 15 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Scion Asset Management, opening a new position worth an estimated $2.25M. The largest seller was Letko, Brosseau & Associates, cutting an estimated $2.29M.

  • 82 institutional investors held Precision Drilling (PDS) as of Q2 2020, down from 90 in Q1 2020.
  • Funds reported $60.1M of Precision Drilling stock for Q2 2020, up 141% quarter-over-quarter.
  • 15 funds opened new Precision Drilling positions in Q2 2020 and 21 closed out, a net change of -6 holders.
  • The largest Precision Drilling buyer in Q2 2020 was Scion Asset Management, an estimated $2.25M added.
  • The largest Precision Drilling seller in Q2 2020 was Letko, Brosseau & Associates, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2020.