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509 hedge funds and large institutions have $9.22B invested in NOV in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 212 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

17% more capital invested

Capital invested by funds: $7.86B → $9.22B (+$1.36B)

6% more funds holding

Funds holding: 482509 (+27)

3% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.7M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.68% less ownership

Funds ownership: 96.11%95.43% (-0.68%)

33% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 212

Holders
509
Holders Change
+27
Holders Change %
+5.6%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
87
Increased
142
Reduced
212
Closed
49
Calls
$38.8M
Puts
$37.7M
Net Calls
+$1.12M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Liberty Wealth Management
California
$7K -$1.82K -81 -21%
LF
452
Lee Financial
Texas
$7K
TFGT
453
TS Financial Group (TSFG)
Illinois
$7K
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$7K +$6.21K +276 New
PFPT
455
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K +$6.62K +294 New
RIA
456
Realta Investment Advisors
Delaware
$6K -$2.88K -128 -33%
FIB
457
First Interstate Bank
Montana
$6K
ME
458
McIlrath & Eck
Washington
$6K
FWM
459
Filbrandt Wealth Management
Wisconsin
$6K +$5.63K +250 New
NSCM
460
New South Capital Management
Tennessee
$6K +$5.67K +252 New
CT
461
Caldwell Trust
Florida
$5.01K +$4.5K +200 New
RA
462
Rational Advisors
New York
$5K -$35.6K -1,580 -89%
NIM
463
NuWave Investment Management
New Jersey
$5K -$15.2K -677 -77%
RMC
464
Resources Management Corp
Connecticut
$5K -$6.75K -300 -58%
TWA
465
TCI Wealth Advisors
Arizona
$5K -$1.17K -52 -19%
CB
466
CNB Bank
Pennsylvania
$5K
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
HNB
468
Huntington National Bank
Ohio
$5K
KTC
469
Kistler-Tiffany Companies
Pennsylvania
$5K
TFA
470
Toth Financial Advisory
Virginia
$5K
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$5K +$338 +15 +8%
FWM
472
FSA Wealth Management
Massachusetts
$5K +$4.79K +213 New
KWM
473
Keebeck Wealth Management
Illinois
$5K +$5.31K +236 New
SWA
474
Sutton Wealth Advisors
Florida
$4.81K +$765 +34 +22%
HDIM
475
Hanson & Doremus Investment Management
Vermont
$4K -$191K -8,470 -98%

NOV Hedge Fund Activity: Q4 2019 in Review

509 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q4 2019, worth a combined $9.22B — up 17% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NOV positions and 49 closed out — a net gain of 38 holders — while 142 added to existing stakes and 212 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $66.7M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $107M sold.

  • 509 institutional investors held NOV (NOV) as of Q4 2019, up from 482 in Q3 2019.
  • Funds reported $9.22B of NOV stock for Q4 2019, up 17% quarter-over-quarter.
  • 87 funds opened new NOV positions in Q4 2019 and 49 closed out, a net change of +38 holders.
  • The largest NOV buyer in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $66.7M added.
  • The largest NOV seller in Q4 2019 was Lyrical Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2019.