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W&T Offshore

127 hedge funds and large institutions have $363M invested in W&T Offshore in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 34

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 126127 (+1)

2.12% less ownership

Funds ownership: 45.85%43.73% (-2.1%)

26% less call options, than puts

Call options by funds: $947K | Put options by funds: $1.28M

36% less capital invested

Capital invested by funds: $568M → $363M (-$205M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
53
Reduced
34
Closed
17
Calls
$947K
Puts
$1.28M
Net Calls
-$330K
Net Calls Change
-$343K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.92M +$1.81M +129,289 +95%
ARM
27
Adirondack Research & Management
New York
$2.8M +$2.92M +208,560 +454%
CS
28
Credit Suisse
Switzerland
$2.45M +$600K +42,774 +24%
TC
29
TFS Capital
Pennsylvania
$2.42M +$2.91M +207,521 +1,730%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.36M -$696K -49,646 -19%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.16M +$42.1K +3,003 +2%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.88M +$1.06M +75,300 +79%
CCMH
33
Cornerstone Capital Management Holdings
New York
$1.88M +$555K +39,600 +30%
TCIM
34
TIAA CREF Investment Management
New York
$1.82M -$32.5K -2,318 -1%
ARTA
35
A.R.T. Advisors
New York
$1.6M -$85.5K -6,097 -4%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.28M +$199K +14,200 +14%
Goldman Sachs
37
Goldman Sachs
New York
$1.24M -$902K -64,316 -36%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.23M -$2.37M -168,763 -60%
CHAM
39
Clear Harbor Asset Management
Connecticut
$1.22M +$1.56M +111,000 New
BIM
40
BlackRock Investment Management
Delaware
$1.17M +$25.6K +1,829 +2%
PAM
41
Panagora Asset Management
Massachusetts
$1.13M -$1.21M -86,365 -46%
KCM
42
Kennedy Capital Management
Missouri
$1.09M +$247K +17,642 +22%
PCMI
43
Paradigm Capital Management Inc
New York
$1.07M -$496K -35,400 -27%
Bank of America
44
Bank of America
North Carolina
$1.01M +$699K +49,821 +118%
PPA
45
Parametric Portfolio Associates
Washington
$988K -$174K -12,388 -12%
DTL
46
Dynamic Technology Lab
Singapore
$946K +$1.03M +73,099 +565%
MAM
47
Martingale Asset Management
Massachusetts
$891K +$70.2K +5,004 +7%
PI
48
Putnam Investments
Massachusetts
$881K +$21.2K +1,510 +2%
RA
49
Royce & Associates
New York
$855K
VRS
50
Virginia Retirement Systems
Virginia
$837K +$70.1K +5,000 +7%

WTI Hedge Fund Activity: Q3 2014 in Review

127 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in W&T Offshore (WTI) for Q3 2014, worth a combined $363M — down 36% from $568M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WTI positions and 17 closed out — a net gain of 1 holder — while 53 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.57M. The largest seller was KGH Ltd, exiting entirely with an estimated $22.1M sold.

  • 127 institutional investors held W&T Offshore (WTI) as of Q3 2014, up from 126 in Q2 2014.
  • Funds reported $363M of W&T Offshore stock for Q3 2014, down 36% quarter-over-quarter.
  • 18 funds opened new W&T Offshore positions in Q3 2014 and 17 closed out, a net change of +1 holder.
  • The largest W&T Offshore buyer in Q3 2014 was JP Morgan Chase, an estimated $5.57M added.
  • The largest W&T Offshore seller in Q3 2014 was KGH Ltd, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2014.