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Transocean

400 hedge funds and large institutions have $3.35B invested in Transocean in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 145 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

6.61% more ownership

Funds ownership: 64.97%71.57% (+6.6%)

5% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 145

3% less funds holding

Funds holding: 414400 (-14)

12% less capital invested

Capital invested by funds: $3.79B → $3.35B (-$448M)

18% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 60

75% less call options, than puts

Call options by funds: $336M | Put options by funds: $1.34B

Holders
400
Holders Change
-14
Holders Change %
-3.38%
% of All Funds
11.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
49
Increased
138
Reduced
145
Closed
60
Calls
$336M
Puts
$1.34B
Net Calls
-$1B
Net Calls Change
-$504M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$465M +$39.7M +2,862,030 +9%
IC
2
Icahn Carl
Florida
$277M
Primecap Management
3
Primecap Management
California
$239M -$49.9M -3,596,539 -16%
State Street
4
State Street
Massachusetts
$150M +$7.52M +541,784 +5%
FC
5
Fairpointe Capital
Illinois
$138M +$11.7M +844,310 +9%
CS
6
Credit Suisse
Switzerland
$120M +$5.16M +371,550 +4%
SCM
7
Steadfast Capital Management
New York
$113M +$96.5M +6,949,567 +393%
Ameriprise
8
Ameriprise
Minnesota
$107M +$111M +8,018,472 +3,510%
Invesco
9
Invesco
Georgia
$105M +$37.5M +2,702,455 +50%
Norges Bank
10
Norges Bank
Norway
$84M +$925K +66,602 +1%
BIT
11
BlackRock Institutional Trust
California
$73.5M -$12.1M -873,140 -13%
Morgan Stanley
12
Morgan Stanley
New York
$60.4M +$16.5M +1,185,768 +34%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$57.2M -$70.4K -5,070 -0.1%
Zurich Cantonal Bank
14
Zurich Cantonal Bank
Switzerland
$55.9M +$10.8M +780,004 +22%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$54.7M +$4.85M +348,994 +9%
Deutsche Bank
16
Deutsche Bank
Germany
$52.8M +$23.8M +1,712,219 +72%
AL
17
AJO LP
Pennsylvania
$48.1M +$47.7M +3,437,016 +1,213%
Goldman Sachs
18
Goldman Sachs
New York
$47M +$15.7M +1,130,133 +45%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$44.5M -$4.71M -339,125 -9%
Citadel Advisors
20
Citadel Advisors
Florida
$43M +$40.8M +2,939,731 +749%
BFA
21
BlackRock Fund Advisors
California
$42M +$1.11M +80,019 +3%
ACM
22
Arosa Capital Management
Florida
$41.1M +$43.7M +3,144,475 +9,415%
VanEck Associates
23
VanEck Associates
New York
$37.7M +$7.22M +519,940 +22%
Northern Trust
24
Northern Trust
Illinois
$36.9M +$3.6M +259,062 +10%
Bank of America
25
Bank of America
North Carolina
$35M +$638K +45,988 +2%

RIG Hedge Fund Activity: Q3 2015 in Review

400 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Transocean (RIG) for Q3 2015, worth a combined $3.35B — down 12% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of RIG and 49 opened new positions — a net loss of 11 holders — while 145 trimmed existing stakes and 138 added.

The largest buyer was Ameriprise, adding an estimated $111M. The largest seller was Capital World Investors, exiting entirely with an estimated $72.5M sold.

  • 400 institutional investors held Transocean (RIG) as of Q3 2015, down from 414 in Q2 2015.
  • Funds reported $3.35B of Transocean stock for Q3 2015, down 12% quarter-over-quarter.
  • 49 funds opened new Transocean positions in Q3 2015 and 60 closed out, a net change of -11 holders.
  • The largest Transocean buyer in Q3 2015 was Ameriprise, an estimated $111M added.
  • The largest Transocean seller in Q3 2015 was Capital World Investors, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2015.