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Core Laboratories

313 hedge funds and large institutions have $3.19B invested in Core Laboratories in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $2.86B → $3.19B (+$326M)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3% more call options, than puts

Call options by funds: $24M | Put options by funds: $23.4M

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2% less funds holding

Funds holding: 320313 (-7)

4.33% less ownership

Funds ownership: 108.67%104.34% (-4.3%)

Holders
313
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
115
Reduced
104
Closed
45
Calls
$24M
Puts
$23.4M
Net Calls
+$593K
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
251
Private Capital Group
Connecticut
$37K +$67 +1 +0.2%
PCM
252
Penserra Capital Management
California
$36K -$2.35K -35 -6%
ASN
253
Advisory Services Network
Georgia
$30K +$9.05K +135 +44%
Marshall Wace
254
Marshall Wace
United Kingdom
$30K +$29K +433 New
BBNA
255
Bremer Bank National Association
Minnesota
$30K +$31.3K +467 New
PO
256
Private Ocean
California
$29K
SF
257
Synovus Financial
Georgia
$28K -$428K -6,390 -94%
POIA
258
Pin Oak Investment Advisors
Texas
$26K
KBC Group
259
KBC Group
Belgium
$25K
RIM
260
Ranger Investment Management
Texas
$25K
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$23K
First Manhattan
262
First Manhattan
New York
$22K +$9.92K +148 +85%
Group One Trading
263
Group One Trading
Illinois
$22K +$21.1K +314 New
S
264
SignatureFD
Georgia
$20K -$872 -13 -4%
TCOV
265
Trust Company of Vermont
Vermont
$17K
SWM
266
SeaCrest Wealth Management
New York
$16K +$1.27K +19 +9%
CT
267
Clearstead Trust
Maine
$14K
NWM
268
Northwest Wealth Management
Iowa
$14K
PFO
269
Pathstone Family Office
New Jersey
$13K
CFG
270
Citizens Financial Group
Rhode Island
$12K +$3.22K +48 +38%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$11.9K +$67 +1 +0.6%
IA
272
IFP Advisors
Florida
$11K -$49.5K -738 -82%
LFA
273
Legacy Financial Advisors
Kentucky
$11K +$5.63K +84 +120%
PFPT
274
Pinnacle Financial Partners (Tennessee)
Tennessee
$11K +$10.7K +159 New
ESB
275
Essex Savings Bank
Connecticut
$10K

CLB Hedge Fund Activity: Q1 2019 in Review

313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q1 2019, worth a combined $3.19B — up 11% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of CLB and 42 opened new positions — a net loss of 3 holders — while 104 trimmed existing stakes and 115 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $39.3M. The largest seller was WCM Investment Management, cutting an estimated $121M.

  • 313 institutional investors held Core Laboratories (CLB) as of Q1 2019, down from 320 in Q4 2018.
  • Funds reported $3.19B of Core Laboratories stock for Q1 2019, up 11% quarter-over-quarter.
  • 42 funds opened new Core Laboratories positions in Q1 2019 and 45 closed out, a net change of -3 holders.
  • The largest Core Laboratories buyer in Q1 2019 was Massachusetts Financial Services, an estimated $39.3M added.
  • The largest Core Laboratories seller in Q1 2019 was WCM Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.