We are live on ! Find out more

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
TDC
551
Thompson Davis & Co
Virginia
$5K -$5.28K -156 -51%
RBC
552
Roble Belko & Company
Pennsylvania
$5K
WTC
553
WhitTier Trust Company
Nevada
$4K
PCP
554
Proficio Capital Partners
Massachusetts
$4K +$1.15K +34 +48%
MWM
555
Mascoma Wealth Management
New Hampshire
$3K -$3.75K -111 -60%
AWM
556
AllSquare Wealth Management
New York
$3K
FGC
557
Financial Gravity Companies
Texas
$3K +$2.5K +74 New
ST
558
Smithfield Trust
Pennsylvania
$3K +$3.04K +90 New
CBT
559
Capital Bank & Trust
California
$3K +$3.11K +92 New
CAC
560
Certified Advisory Corp
Florida
$3K +$3.72K +110 New
SIM
561
Sonora Investment Management
Arizona
$2.34K
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$3.65K -108 -64%
CIM
563
Contravisory Investment Management
Massachusetts
$2K
EWM
564
Endurance Wealth Management
Rhode Island
$2K
OPWM
565
Oak Point Wealth Management
Michigan
$2K +$1.52K +45 New
Walleye Trading
566
Walleye Trading
New York
$1.67K +$1.57M +46,484 New
ED
567
Exane Derivatives
France
$1.19K -$112K -3,303 -99%
FMA
568
FNY Managed Accounts
New York
$1K -$4.43K -131 -74%
CJA
569
C-J Advisory
California
$1K
HFM
570
Hartford Financial Management
Connecticut
$1K
OFW
571
Omnia Family Wealth
Florida
$1K
TCA
572
Tortoise Capital Advisors
Kansas
$1K
GI
573
Gradient Investments
Minnesota
$1K +$575 +17 New
MCM
574
Mainstay Capital Management
Michigan
$1K +$710 +21 New
SWMG
575
Signature Wealth Management Group
Georgia
$1K +$744 +22 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.