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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
LJHT
526
Laurie J. Hall Trustee
$12K
ZB
527
Zions Bancorporation
Utah
$12K
DSC
528
Duncker Streett & Co
Missouri
$12K +$34 +1 +0.3%
KA
529
Kaizen Advisory
Illinois
$12K +$11.7K +345 New
EARNEST Partners
530
EARNEST Partners
Georgia
$10K +$9.78K +289 New
CFA
531
Carroll Financial Associates
North Carolina
$9K
SFG
532
SevenBridge Financial Group
Pennsylvania
$9K
ME
533
McIlrath & Eck
Washington
$9K +$7.98K +236 New
LFA
534
Legacy Financial Advisors
Kentucky
$9K +$8.63K +255 New
SFPIA
535
Stevens First Principles Investment Advisors
California
$8K
KJWM
536
Kiley Juergens Wealth Management
Washington
$8K +$7.64K +226 New
PW
537
Price Wealth
Texas
$8K +$8.05K +238 New
EWM
538
Evercore Wealth Management
New York
$7K -$17.6K -520 -72%
CHC
539
City Holding Co
West Virginia
$7K
KF
540
Krilogy Financial
Missouri
$7K
SNT
541
Security National Trust
West Virginia
$7K
WA
542
WealthTrust-Arizona
Arizona
$7K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$7K +$338 +10 +6%
AWA
544
Acorn Wealth Advisors
Michigan
$7K +$6.16K +182 New
TFA
545
Toth Financial Advisory
Virginia
$7K +$6.76K +200 New
1832 Asset Management
546
1832 Asset Management
Ontario, Canada
$6K -$10.6K -313 -66%
CAW
547
Cornerstone Advisors (Washington)
Washington
$6K
SIA
548
SeaBridge Investment Advisors
New Jersey
$6K
TWA
549
TCI Wealth Advisors
Arizona
$6K
FPFS
550
First Personal Financial Services
North Carolina
$6K +$5.41K +160 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.