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585 hedge funds and large institutions have $12.9B invested in NOV in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 161 increasing their positions, 255 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 50

33% more call options, than puts

Call options by funds: $70.7M | Put options by funds: $53.4M

6% more funds holding

Funds holding: 554585 (+31)

1% more capital invested

Capital invested by funds: $12.8B → $12.9B (+$121M)

0.12% more ownership

Funds ownership: 94.46%94.58% (+0.12%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

37% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 255

Holders
585
Holders Change
+31
Holders Change %
+5.6%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
84
Increased
161
Reduced
255
Closed
50
Calls
$70.7M
Puts
$53.4M
Net Calls
+$17.4M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
476
Sumitomo Mitsui Financial Group
Japan
$81K +$77.2K +2,283 New
QCG
477
Quadrant Capital Group
Ohio
$80K -$7.07K -209 -8%
SWA
478
Sutton Wealth Advisors
Florida
$73.8K -$2.13K -63 -3%
LF
479
Lee Financial
Texas
$72K
WEC
480
Winslow Evans & Crocker
Massachusetts
$71K
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.8K -$1.51M -44,679 -96%
BC
482
Bartlett & Co
Ohio
$61K -$33.8K -1,000 -37%
WPA
483
West Paces Advisors
Georgia
$59.4K
IA
484
IndexIQ Advisors
New York
$58K +$8.79K +260 +19%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$56K +$52.2K +1,542 New
SPIA
486
Steward Partners Investment Advisory
New York
$54K -$29.9K -885 -37%
CFG
487
CKW Financial Group
Hawaii
$54K
FMLI
488
Fukoku Mutual Life Insurance
Japan
$50K +$6.76K +200 +17%
LNB
489
Ledyard National Bank
$49K
GLI
490
Guardian Life Insurance
New York
$44K +$12.6K +371 +43%
VFA
491
Valeo Financial Advisors
Indiana
$39K +$2.33K +69 +7%
PCTC
492
Perkins Coie Trust Company
Washington
$36K
HNB
493
Huntington National Bank
Ohio
$35K
APA
494
American Portfolios Advisors
New York
$34K +$31.9K +943 New
WT
495
Whittier Trust
California
$32K -$24.3K -718 -45%
YWP
496
YorkBridge Wealth Partners
New York
$32K -$10.5K -309 -24%
BGIM
497
Brandywine Global Investment Management
Pennsylvania
$31K
AF
498
Arrow Financial
New York
$30K +$18.3K +540 +180%
MCM
499
Manchester Capital Management
Vermont
$29K
NCM
500
Nelson Capital Management
California
$29K

NOV Hedge Fund Activity: Q4 2017 in Review

585 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q4 2017, worth a combined $12.9B — up 0.95% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new NOV positions and 50 closed out — a net gain of 34 holders — while 161 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was Fidelity Investments, cutting an estimated $89.4M.

  • 585 institutional investors held NOV (NOV) as of Q4 2017, up from 554 in Q3 2017.
  • Funds reported $12.9B of NOV stock for Q4 2017, up 0.95% quarter-over-quarter.
  • 84 funds opened new NOV positions in Q4 2017 and 50 closed out, a net change of +34 holders.
  • The largest NOV buyer in Q4 2017 was Morgan Stanley, an estimated $125M added.
  • The largest NOV seller in Q4 2017 was Fidelity Investments, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2017.