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NOV
NOV

392 hedge funds and large institutions have $7.49B invested in NOV in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 134 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $16.2M

86% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 35

7% more funds holding

Funds holding: 365 → 392 (+27)

1.33% more ownership

Funds ownership: 92.48% → 93.8% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 123

2% less capital invested

Capital invested by funds: $7.62B → $7.49B (-$124M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
392
Holders Change
+27
Holders Change %
+7.4%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
134
Reduced
123
Closed
35
Calls
$45.7M
Puts
$16.2M
Net Calls
+$29.5M
Net Calls Change
+$13.6M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$107M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$71M
3
Holocene Advisors
Holocene Advisors
New York
+$56.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$53.6M
5
Morgan Stanley
Morgan Stanley
New York
+$39.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$108M
2
Pzena Investment Management
Pzena Investment Management
New York
-$68.5M
3
SPC
Slate Path Capital
New York
-$43.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$26.6M
5
Bank of America
Bank of America
North Carolina
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
351
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.54K – – –
ODG
352
O'Dell Group
Ohio
$2.54K +$2.46K +125 New
TCWA
353
Turtle Creek Wealth Advisors
Texas
$2.39K +$2.32K +118 New
FFO
354
Fortitude Family Office
Arizona
$2.15K +$2.08K +106 New
TFA
355
Toth Financial Advisory
Virginia
$2.03K – – –
TC
356
Truvestments Capital
Florida
$2.03K – – –
WIA
357
Wetzel Investment Advisors
Indiana
$2K +$1.96K +100 New
ZB
358
Zions Bancorporation
Utah
$1.95K – – –
GI
359
Gradient Investments
Minnesota
$1.54K +$452 +23 +43%
TPCW
360
TD Private Client Wealth
New York
$1.52K – – –
NMM
361
Naples Money Management
Florida
$1.48K +$1.43K +73 New
PTC
362
Private Trust Company
Ohio
$1.4K – – –
DPW
363
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$1.14K +58 New
PCM
364
Perritt Capital Management
Illinois
$1.16K +$1.12K +57 New
AWM
365
Avior Wealth Management
Nebraska
$1.07K +$1.04K +53 New
TWD
366
True Wealth Design
Ohio
$1.01K – – –
VCM
367
Versant Capital Management
Arizona
$1.01K +$589 +30 +150%
CSB
368
City State Bank
Iowa
$1K -$2.46K -125 -69%
CMP
369
Coston McIsaac & Partners
Maine
$1K – – –
AW
370
Avion Wealth
Texas
$1K +$39 +2 +8%
FWM
371
Focused Wealth Management
New York
$971 – – –
VWA
372
Valued Wealth Advisors
Utah
$941 +$884 +45 New
SWM
373
Spire Wealth Management
Virginia
$800 +$805 +41 New
PWMG
374
Prestige Wealth Management Group
New Jersey
$791 – – –
TFM
375
TFC Financial Management
Massachusetts
$771 – – –
13 14
15
16 17

NOV Hedge Fund Activity: Q4 2023 in Review

392 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q4 2023, worth a combined $7.49B — down 1.6% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NOV positions and 35 closed out — a net gain of 30 holders — while 134 added to existing stakes and 123 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $107M. The largest seller was Ameriprise, cutting an estimated $108M.

  • 392 institutional investors held NOV (NOV) as of Q4 2023, up from 365 in Q3 2023.
  • Funds reported $7.49B of NOV stock for Q4 2023, down 1.6% quarter-over-quarter.
  • 65 funds opened new NOV positions in Q4 2023 and 35 closed out, a net change of +30 holders.
  • The largest NOV buyer in Q4 2023 was Balyasny Asset Management, an estimated $107M added.
  • The largest NOV seller in Q4 2023 was Ameriprise, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2023.