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W&T Offshore

113 hedge funds and large institutions have $613M invested in W&T Offshore in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $1.8M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

5% more funds holding

Funds holding: 108113 (+5)

5% more capital invested

Capital invested by funds: $584M → $613M (+$29.1M)

1.64% less ownership

Funds ownership: 48.53%46.89% (-1.6%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
32
Reduced
40
Closed
16
Calls
$3.79M
Puts
$1.8M
Net Calls
+$1.99M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M
Parnassus Investments
2
Parnassus Investments
California
$107M -$18.4M -1,218,934 -16%
AAM
3
Advisors Asset Management
Colorado
$38.2M +$3.05M +202,403 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.3M +$8.22M +545,271 +36%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.9M +$1.36M +90,153 +5%
State Street
6
State Street
Massachusetts
$28.1M +$3.06M +202,770 +14%
KL
7
KGH Ltd
Bahamas
$27.6M +$15.4M +1,022,857 +179%
Northern Trust
8
Northern Trust
Illinois
$19.6M -$623K -41,320 -4%
BIT
9
BlackRock Institutional Trust
California
$17.2M -$826K -54,795 -5%
BFA
10
BlackRock Fund Advisors
California
$15.9M -$85.5K -5,675 -0.6%
Millennium Management
11
Millennium Management
New York
$14.1M -$3.23M -214,266 -21%
SFM
12
Systematic Financial Management
New Jersey
$11.1M -$523K -34,712 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.4M +$9.04M +600,000 New
JP Morgan Chase
14
JP Morgan Chase
New York
$9.77M -$6.78M -449,832 -44%
PP
15
Prudential plc
United Kingdom
$8.47M -$4.62M -306,300 -38%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.98M +$11.3K +749 +0.2%
LCM
17
Lafitte Capital Management
Texas
$7.09M +$6.17M +409,700 New
AA
18
Alta Advisers
United Kingdom
$6.51M +$482K +31,981 +9%
TA
19
Teachers Advisors
New York
$6.22M +$341K +22,610 +7%
Norges Bank
20
Norges Bank
Norway
$5.37M
MAMNY
21
Marathon Asset Management (New York)
New York
$5.28M +$4.59M +304,807 New
Charles Schwab
22
Charles Schwab
California
$5.09M +$1.18M +78,541 +36%
BCM
23
Bridgeway Capital Management
Texas
$4.94M
Boston Partners
24
Boston Partners
Massachusetts
$4.45M -$1.4M -92,760 -27%
Invesco
25
Invesco
Georgia
$4.25M +$3.07M +203,734 +491%

WTI Hedge Fund Activity: Q1 2014 in Review

113 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in W&T Offshore (WTI) for Q1 2014, worth a combined $613M — up 5% from $584M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WTI positions and 16 closed out — a net gain of 5 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was KGH Ltd, adding an estimated $15.4M. The largest seller was Encompass Capital Advisors, exiting entirely with an estimated $20.5M sold.

  • 113 institutional investors held W&T Offshore (WTI) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $613M of W&T Offshore stock for Q1 2014, up 5% quarter-over-quarter.
  • 21 funds opened new W&T Offshore positions in Q1 2014 and 16 closed out, a net change of +5 holders.
  • The largest W&T Offshore buyer in Q1 2014 was KGH Ltd, an estimated $15.4M added.
  • The largest W&T Offshore seller in Q1 2014 was Encompass Capital Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2014.