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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
CHP
501
Cable Hill Partners
Oregon
$28K -$7.98K -236 -24%
GWS
502
Glassman Wealth Services
Virginia
$28K +$609 +18 +2%
CB
503
CNB Bank
Pennsylvania
$26K +$24.9K +735 New
WIM
504
Westside Investment Management
California
$25.3K +$3.28K +97 +17%
AIM
505
Advantage Investment Management
Iowa
$25K
MCA
506
Mercer Capital Advisers
New Jersey
$25K
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$24K -$38.6K -1,140 -63%
RFA
508
Reilly Financial Advisors
California
$24K -$6.43K -190 -22%
OC
509
Oakworth Capital
Alabama
$24K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$23K -$1.18K -35 -5%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$22K +$34 +1 +0.2%
AW
512
Alpha Windward
Massachusetts
$22K +$14.8K +438 +258%
BC
513
Barnett & Company
Tennessee
$20K
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$34 +1 +0.2%
MOS
515
MGO One Seven
Ohio
$20K +$19.1K +566 New
TL
516
TrueWealth LLC
Georgia
$18K +$16.4K +486 New
MFW
517
Mosaic Family Wealth
Missouri
$16K -$23.6K -699 -61%
VCM
518
Versant Capital Management
Arizona
$16K -$947 -28 -6%
CA
519
Calton & Associates
Florida
$16K +$14K +414 New
VEA
520
Virtus ETF Advisers
New York
$15K +$14.3K +424 New
MRCM
521
M&R Capital Management
New Jersey
$14K -$1.59K -47 -10%
BTIS
522
BB&T Investment Services
North Carolina
$14K +$1.96K +58 +18%
AWM
523
Aevitas Wealth Management
Massachusetts
$14K +$13.5K +400 New
GF
524
Goodman Financial
Texas
$14K +$13.5K +400 New
GFP
525
Gryphon Financial Partners
Ohio
$13K +$12.1K +357 New

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.