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Transocean

394 hedge funds and large institutions have $3.18B invested in Transocean in 2016 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 132 increasing their positions, 128 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

27% more capital invested

Capital invested by funds: $2.5B → $3.18B (+$680M)

7% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 58

3% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 128

0% more funds holding

Funds holding: 394394 (0)

2.48% less ownership

Funds ownership: 75.66%73.18% (-2.5%)

51% less call options, than puts

Call options by funds: $225M | Put options by funds: $455M

Holders
394
Holders Change
Holders Change %
0%
% of All Funds
10.51%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
62
Increased
132
Reduced
128
Closed
58
Calls
$225M
Puts
$455M
Net Calls
-$230M
Net Calls Change
+$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
26
Janus Henderson Investors US
Colorado
$24.8M -$1.25M -121,797 -6%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$24.5M +$21M +2,057,520 New
Charles Schwab
28
Charles Schwab
California
$23.8M +$6.52M +637,016 +47%
Morgan Stanley
29
Morgan Stanley
New York
$21.7M -$10.9M -1,060,757 -37%
BG
30
BlackRock Group
United Kingdom
$21.2M -$209K -20,406 -1%
Allianz Asset Management
31
Allianz Asset Management
Germany
$20.6M -$518K -50,627 -3%
Marshall Wace
32
Marshall Wace
United Kingdom
$20.4M +$14.5M +1,422,287 +488%
UBS Group
33
UBS Group
Switzerland
$20.1M -$54.7M -5,343,819 -76%
WCM
34
Wedge Capital Management
North Carolina
$19.5M +$2.31M +225,896 +16%
TCIM
35
TIAA CREF Investment Management
New York
$15.5M +$13.3M +1,301,447 New
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$15.4M -$5.94M -580,459 -31%
QI
37
QS Investors
New York
$13.8M +$1.36M +132,664 +13%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$12.8M -$773K -75,517 -7%
Millennium Management
39
Millennium Management
New York
$12.8M -$33.7M -3,298,710 -75%
MLM
40
Mount Lucas Management
Pennsylvania
$12.4M -$161K -15,742 -1%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$11.7M -$1.19M -116,300 -11%
AL
42
Airain Ltd
Guernsey
$11.5M +$7.73M +755,360 +361%
Wells Fargo
43
Wells Fargo
California
$11.1M +$6.45M +630,453 +207%
OAM
44
Oxford Asset Management
United Kingdom
$11M -$3.8M -371,512 -29%
PAM
45
Panagora Asset Management
Massachusetts
$10.9M +$198K +19,344 +2%
MME
46
Meag Munich Ergo
Germany
$10.7M +$1.22M +119,025 +15%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$10.5M +$4.04M +394,877 +81%
CCMH
48
Cornerstone Capital Management Holdings
New York
$10.1M +$7.93M +775,681 +1,059%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$10.1M +$2.82M +275,247 +48%
JP Morgan Chase
50
JP Morgan Chase
New York
$9.43M -$25.6M -2,498,587 -76%

RIG Hedge Fund Activity: Q2 2016 in Review

394 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Transocean (RIG) for Q2 2016, worth a combined $3.18B — up 27% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new RIG positions and 58 closed out — a net gain of 4 holders — while 132 added to existing stakes and 128 trimmed.

The largest buyer was Vanguard Group, adding an estimated $53.6M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 394 institutional investors held Transocean (RIG) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $3.18B of Transocean stock for Q2 2016, up 27% quarter-over-quarter.
  • 62 funds opened new Transocean positions in Q2 2016 and 58 closed out, a net change of +4 holders.
  • The largest Transocean buyer in Q2 2016 was Vanguard Group, an estimated $53.6M added.
  • The largest Transocean seller in Q2 2016 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2016.