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Transocean

499 hedge funds and large institutions have $7.95B invested in Transocean in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 176 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 176

1.86% more ownership

Funds ownership: 67%68.85% (+1.9%)

3% less funds holding

Funds holding: 515499 (-16)

17% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 69

27% less capital invested

Capital invested by funds: $10.9B → $7.95B (-$2.98B)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

55% less call options, than puts

Call options by funds: $486M | Put options by funds: $1.07B

Holders
499
Holders Change
-16
Holders Change %
-3.11%
% of All Funds
14.48%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
57
Increased
213
Reduced
176
Closed
69
Calls
$486M
Puts
$1.07B
Net Calls
-$586M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.11B +$123M +3,153,953 +10%
Franklin Resources
2
Franklin Resources
California
$744M -$3.92M -100,154 -0.4%
IC
3
Icahn Carl
Florida
$687M
State Street
4
State Street
Massachusetts
$423M +$27.5M +703,746 +6%
CS
5
Credit Suisse
Switzerland
$351M +$149M +3,801,989 +53%
Vanguard Group
6
Vanguard Group
Pennsylvania
$258M +$4.59M +117,412 +1%
Capital World Investors
7
Capital World Investors
California
$214M -$141M -3,600,000 -35%
Deutsche Bank
8
Deutsche Bank
Germany
$213M +$149M +3,806,375 +133%
Norges Bank
9
Norges Bank
Norway
$207M -$268M -6,840,800 -51%
Lazard Asset Management
10
Lazard Asset Management
New York
$206M -$7.64M -195,188 -3%
BIT
11
BlackRock Institutional Trust
California
$176M -$42M -1,074,130 -16%
FC
12
Fairpointe Capital
Illinois
$145M +$177M +4,516,076 +24,544%
Morgan Stanley
13
Morgan Stanley
New York
$136M +$41.5M +1,059,865 +33%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$115M -$10.4M -265,429 -7%
EARNEST Partners
15
EARNEST Partners
Georgia
$115M +$13M +332,552 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$96.7M +$15.8M +404,523 +15%
Bank of America
17
Bank of America
North Carolina
$96.3M -$10.6M -271,278 -8%
BFA
18
BlackRock Fund Advisors
California
$91.6M -$3.4M -86,968 -3%
Northern Trust
19
Northern Trust
Illinois
$85.4M -$11.2M -285,293 -10%
U
20
UBS
Switzerland
$78.6M -$8.3M -212,236 -8%
Wells Fargo
21
Wells Fargo
California
$77.9M -$67.4M -1,722,255 -41%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$72.8M -$1.15M -29,513 -1%
Zurich Cantonal Bank
23
Zurich Cantonal Bank
Switzerland
$65.6M +$28.2M +721,483 +48%
Goldman Sachs
24
Goldman Sachs
New York
$61.4M +$31.6M +806,954 +72%
CA
25
Cortland Advisers
Delaware
$59.9M

RIG Hedge Fund Activity: Q3 2014 in Review

499 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Transocean (RIG) for Q3 2014, worth a combined $7.95B — down 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of RIG and 57 opened new positions — a net loss of 12 holders — while 176 trimmed existing stakes and 213 added.

The largest buyer was Fairpointe Capital, adding an estimated $177M. The largest seller was Norges Bank, cutting an estimated $268M.

  • 499 institutional investors held Transocean (RIG) as of Q3 2014, down from 515 in Q2 2014.
  • Funds reported $7.95B of Transocean stock for Q3 2014, down 27% quarter-over-quarter.
  • 57 funds opened new Transocean positions in Q3 2014 and 69 closed out, a net change of -12 holders.
  • The largest Transocean buyer in Q3 2014 was Fairpointe Capital, an estimated $177M added.
  • The largest Transocean seller in Q3 2014 was Norges Bank, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2014.