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Core Laboratories

372 hedge funds and large institutions have $5.08B invested in Core Laboratories in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 125

0.73% less ownership

Funds ownership: 103.41%102.68% (-0.73%)

3% less funds holding

Funds holding: 383372 (-11)

11% less capital invested

Capital invested by funds: $5.71B → $5.08B (-$621M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less call options, than puts

Call options by funds: $28M | Put options by funds: $34.9M

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
372
Holders Change
-11
Holders Change %
-2.87%
% of All Funds
9.93%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
32
Increased
150
Reduced
125
Closed
40
Calls
$28M
Puts
$34.9M
Net Calls
-$6.9M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
Sather Financial Group
Texas
$6.13M -$131K -1,138 -2%
FIM
102
Friedberg Investment Management
Texas
$6.12M -$157K -1,360 -2%
CS
103
Credit Suisse
Switzerland
$5.99M -$129K -1,116 -2%
OC
104
Oppenheimer & Co
New York
$5.88M -$180K -1,559 -3%
DLA
105
Douglas Lane & Associates
New York
$5.82M -$283K -2,459 -5%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.81M -$60.5K -525 -1%
TAM
107
Tiverton Asset Management
Delaware
$5.8M +$5.95M +51,630 New
CHAM
108
Clear Harbor Asset Management
Connecticut
$5.45M -$141K -1,225 -2%
AIM
109
Arcadia Investment Management
Michigan
$5.27M -$304K -2,637 -5%
BIA
110
Biondo Investment Advisors
Pennsylvania
$5M +$203K +1,760 +4%
CG
111
Clinton Group
New York
$4.97M +$1.81M +15,736 +55%
Ameriprise
112
Ameriprise
Minnesota
$4.88M +$71.6K +622 +1%
FSA
113
Franklin Street Advisors
North Carolina
$4.88M +$5M +43,400 New
Citadel Advisors
114
Citadel Advisors
Florida
$4.72M +$3.63M +31,491 +298%
SMI
115
Shelter Mutual Insurance
Missouri
$4.59M
MHI
116
Miller Howard Investments
New York
$4.5M +$550K +4,779 +14%
PL
117
Perpetual Ltd
Australia
$4.49M +$4.6M +39,928 New
Comerica Bank
118
Comerica Bank
Texas
$4.47M +$2.41M +20,962 +113%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$4.3M -$1.21M -10,462 -21%
Asset Management One
120
Asset Management One
Japan
$4.25M
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$4.25M +$2.84M +24,624 +187%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$4.07M +$461K +4,001 +12%
Truist Financial
123
Truist Financial
North Carolina
$3.91M -$884K -7,673 -18%
UOC
124
UBS O'Connor
Illinois
$3.82M -$6.26M -54,351 -62%
Credit Agricole
125
Credit Agricole
France
$3.74M +$1.77M +15,326 +85%

CLB Hedge Fund Activity: Q3 2016 in Review

372 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q3 2016, worth a combined $5.08B — down 11% from $5.71B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CLB and 32 opened new positions — a net loss of 8 holders — while 125 trimmed existing stakes and 150 added.

The largest buyer was Norges Bank, adding an estimated $45.9M. The largest seller was Macquarie Group, cutting an estimated $132M.

  • 372 institutional investors held Core Laboratories (CLB) as of Q3 2016, down from 383 in Q2 2016.
  • Funds reported $5.08B of Core Laboratories stock for Q3 2016, down 11% quarter-over-quarter.
  • 32 funds opened new Core Laboratories positions in Q3 2016 and 40 closed out, a net change of -8 holders.
  • The largest Core Laboratories buyer in Q3 2016 was Norges Bank, an estimated $45.9M added.
  • The largest Core Laboratories seller in Q3 2016 was Macquarie Group, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2016.