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Transocean

448 hedge funds and large institutions have $4.66B invested in Transocean in 2014 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 152 increasing their positions, 156 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 68.85%70.3% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 156

10% less funds holding

Funds holding: 499448 (-51)

32% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 133

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less capital invested

Capital invested by funds: $7.95B → $4.66B (-$3.29B)

72% less call options, than puts

Call options by funds: $377M | Put options by funds: $1.37B

Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
11.95%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
91
Increased
152
Reduced
156
Closed
133
Calls
$377M
Puts
$1.37B
Net Calls
-$991M
Net Calls Change
-$405M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$542M -$126M -5,053,093 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$444M +$404M +16,185,235 +201%
IC
3
Icahn Carl
Florida
$394M
State Street
4
State Street
Massachusetts
$285M +$58.8M +2,352,588 +18%
Franklin Resources
5
Franklin Resources
California
$281M -$199M -7,960,250 -34%
FC
6
Fairpointe Capital
Illinois
$187M +$142M +5,688,656 +125%
CS
7
Credit Suisse
Switzerland
$157M -$60M -2,401,444 -22%
Norges Bank
8
Norges Bank
Norway
$119M
BIT
9
BlackRock Institutional Trust
California
$104M +$3.43M +137,373 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$101M -$29.2M -1,170,241 -18%
Capital World Investors
11
Capital World Investors
California
$82.5M -$55M -2,200,000 -33%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$77.5M +$105M +4,200,419 +16,355%
Two Sigma Investments
13
Two Sigma Investments
New York
$77.2M +$105M +4,210,720 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$65.5M -$683K -27,323 -0.8%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$65.3M +$81.3M +3,255,790 +1,053%
EARNEST Partners
16
EARNEST Partners
Georgia
$65.2M -$822K -32,899 -0.9%
BFA
17
BlackRock Fund Advisors
California
$57.9M +$7.41M +296,723 +10%
Morgan Stanley
18
Morgan Stanley
New York
$56.8M -$28.8M -1,153,091 -27%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$56.5M +$1.37M +54,733 +2%
GC
20
Guggenheim Capital
Illinois
$54.8M +$29.2M +1,167,074 +64%
Northern Trust
21
Northern Trust
Illinois
$49.2M +$335K +13,400 +0.5%
Goldman Sachs
22
Goldman Sachs
New York
$45.3M +$13.7M +548,816 +29%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$43.6M +$2.54M +101,831 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$42.8M +$18.1M +725,565 +45%
APG Asset Management
25
APG Asset Management
Netherlands
$35.7M +$40.1M +1,603,835 +467%

RIG Hedge Fund Activity: Q4 2014 in Review

448 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Transocean (RIG) for Q4 2014, worth a combined $4.66B — down 41% from $7.95B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of RIG and 91 opened new positions — a net loss of 42 holders — while 156 trimmed existing stakes and 152 added.

The largest buyer was Vanguard Group, adding an estimated $404M. The largest seller was Franklin Resources, cutting an estimated $199M.

  • 448 institutional investors held Transocean (RIG) as of Q4 2014, down from 499 in Q3 2014.
  • Funds reported $4.66B of Transocean stock for Q4 2014, down 41% quarter-over-quarter.
  • 91 funds opened new Transocean positions in Q4 2014 and 133 closed out, a net change of -42 holders.
  • The largest Transocean buyer in Q4 2014 was Vanguard Group, an estimated $404M added.
  • The largest Transocean seller in Q4 2014 was Franklin Resources, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2014.