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Transocean

418 hedge funds and large institutions have $3.51B invested in Transocean in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

4.84% less ownership

Funds ownership: 70.3%65.46% (-4.8%)

7% less funds holding

Funds holding: 448418 (-30)

25% less capital invested

Capital invested by funds: $4.66B → $3.51B (-$1.15B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 81

68% less call options, than puts

Call options by funds: $292M | Put options by funds: $921M

Holders
418
Holders Change
-30
Holders Change %
-6.7%
% of All Funds
11.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
60
Increased
145
Reduced
151
Closed
81
Calls
$292M
Puts
$921M
Net Calls
-$629M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$469M +$125M +7,703,111 +32%
Primecap Management
2
Primecap Management
California
$381M -$58.4M -3,602,100 -12%
IC
3
Icahn Carl
Florida
$315M
State Street
4
State Street
Massachusetts
$167M -$68.4M -4,217,067 -27%
FC
5
Fairpointe Capital
Illinois
$166M +$18M +1,110,382 +11%
Franklin Resources
6
Franklin Resources
California
$157M -$74.4M -4,592,307 -30%
CS
7
Credit Suisse
Switzerland
$130M +$5.06M +312,235 +4%
Norges Bank
8
Norges Bank
Norway
$95.4M +$531K +32,767 +0.5%
BIT
9
BlackRock Institutional Trust
California
$87M +$4.42M +272,764 +5%
Capital World Investors
10
Capital World Investors
California
$66M
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$65.1M +$3.4M +209,600 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$61M +$9.49M +585,696 +16%
Zurich Cantonal Bank
13
Zurich Cantonal Bank
Switzerland
$50.6M +$27.4M +1,691,632 +94%
BFA
14
BlackRock Fund Advisors
California
$48.7M +$2.59M +159,940 +5%
Viking Global Investors
15
Viking Global Investors
Connecticut
$47.9M +$44.2M +2,729,500 +506%
GC
16
Guggenheim Capital
Illinois
$46.3M +$2.73M +168,515 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$43.4M -$1.94M -119,675 -4%
Northern Trust
18
Northern Trust
Illinois
$37.6M -$1.99M -122,623 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$36.1M +$1.27M +78,245 +3%
VanEck Associates
20
VanEck Associates
New York
$35.7M +$12.6M +780,276 +47%
Morgan Stanley
21
Morgan Stanley
New York
$35.2M -$11.4M -700,878 -23%
Deutsche Bank
22
Deutsche Bank
Germany
$33.7M -$51.8M -3,197,181 -58%
Goldman Sachs
23
Goldman Sachs
New York
$30.9M -$5.87M -362,060 -15%
MLM
24
Mount Lucas Management
Pennsylvania
$30.5M +$200K +12,330 +5%
Bank of America
25
Bank of America
North Carolina
$30.3M +$10.5M +646,834 +46%

RIG Hedge Fund Activity: Q1 2015 in Review

418 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Transocean (RIG) for Q1 2015, worth a combined $3.51B — down 25% from $4.66B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of RIG and 60 opened new positions — a net loss of 21 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Vanguard Group, adding an estimated $125M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $77.2M sold.

  • 418 institutional investors held Transocean (RIG) as of Q1 2015, down from 448 in Q4 2014.
  • Funds reported $3.51B of Transocean stock for Q1 2015, down 25% quarter-over-quarter.
  • 60 funds opened new Transocean positions in Q1 2015 and 81 closed out, a net change of -21 holders.
  • The largest Transocean buyer in Q1 2015 was Vanguard Group, an estimated $125M added.
  • The largest Transocean seller in Q1 2015 was Two Sigma Investments, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2015.