What smart money is saying about Oceaneering International
OII
No fund has written a full thesis on Oceaneering International in our archive, but 3 fund letters report a position in it, most recently Aristotle Small/Mid Cap Equity Strategy in September 2026.
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3
Reported positions
1
Bought
1
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Oceaneering International, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- September 2026
“• Oceaneering International (OII), is a global technology and engineering company that provides subsea robotics, offshore services, and mission critical solutions to the energy, defense, aerospace, and industrial markets. We exited the position after Q2 earnings beat expectations resulting in the stock’s appreciation which compressed the risk/reward profile.”
Oceaneering International - September 2026
“• Oceaneering International (OII), is a global technology and engineering company that provides subsea robotics, offshore services, and mission critical solutions to the energy, defense, aerospace, and industrial markets. We exited the position after Q2 earnings beat expectations resulting in the stock’s appreciation which compressed the risk/reward profile.”
Oceaneering International - New positionRiverwater Partners Small Cap StrategyJune 2026
“Within energy, we repositioned toward services. We initiated Oceaneering International (OII), a leader in subsea robotics and offshore services, as offshore and subsea capital spending emerges from a seven-year drought and the U.S. rig count climbs; the position was funded in part by our exit of natural gas producer CNX Resources (CNX).”
Oceaneering International
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