We are live on ! Find out more

944 hedge funds and large institutions have $31.8B invested in NOV in 2014 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 679 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $538M | Put options by funds: $354M

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

10% more capital invested

Capital invested by funds: $29B → $31.8B (+$2.83B)

1% more funds holding

Funds holding: 933944 (+11)

7.67% less ownership

Funds ownership: 97.71%90.04% (-7.7%)

75% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 679

Holders
944
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
27.13%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
1.21%
New
93
Increased
172
Reduced
679
Closed
76
Calls
$538M
Puts
$354M
Net Calls
+$184M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
901
Reilly Financial Advisors
California
$31K +$13.6K +182 +91%
JFGIW
902
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K +$7.22K +97 +38%
TDC
903
Thompson Davis & Co
Virginia
$25K +$22.3K +300 New
NFG
904
Next Financial Group
Texas
$25K +$22.5K +302 New
PFG
905
Piershale Financial Group
Illinois
$24K -$2.38K -32 -10%
IA
906
IndexIQ Advisors
New York
$23K -$191K -2,566 -90%
TFA
907
Transamerica Financial Advisors
Florida
$23K +$3.87K +52 +23%
CAW
908
Cornerstone Advisors (Washington)
Washington
$23K +$5.21K +70 +34%
HFM
909
Hartford Financial Management
Connecticut
$20K -$1.94K -26 -9%
CFA
910
Carroll Financial Associates
North Carolina
$17K +$1.64K +22 +12%
OC
911
Oakworth Capital
Alabama
$16K -$1.56K -21 -10%
FWM
912
Focused Wealth Management
New York
$16K -$1.49K -20 -9%
GI
913
Gradient Investments
Minnesota
$16K +$14.9K +200 New
KTC
914
Kistler-Tiffany Companies
Pennsylvania
$14K -$1.34K -18 -10%
PMFA
915
Plante Moran Financial Advisors
Michigan
$14K +$12.9K +173 New
SIA
916
SeaBridge Investment Advisors
New Jersey
$14K +$13K +175 New
BRWM
917
B. Riley Wealth Management
Tennessee
$13K -$1.34K -18 -10%
BOK
918
Bank of Kentucky
Kentucky
$12K -$1.19K -16 -10%
DAM
919
Delta Asset Management
Tennessee
$12K -$1.19K -16 -10%
GAM
920
Gemmer Asset Management
California
$12K -$1.19K -16 -10%
SCG
921
Strategic Capital Group
Washington
$11K -$29.5K -396 -75%
WA
922
WealthTrust-Arizona
Arizona
$11K -$18.7K -251 -65%
HR
923
Howe & Rusling
New York
$11K -$1.04K -14 -10%
ATC
924
Adirondack Trust Company
New York
$11K +$10.1K +135 New
AA
925
AlphaMark Advisors
Kentucky
$10K -$1.04K -14 -10%

NOV Hedge Fund Activity: Q2 2014 in Review

944 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q2 2014, worth a combined $31.8B — up 9.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new NOV positions and 76 closed out — a net gain of 17 holders — while 172 added to existing stakes and 679 trimmed.

The largest buyer was Glenview Capital Management, opening a new position worth an estimated $394M. The largest seller was Berkshire Hathaway, cutting an estimated $190M.

  • 944 institutional investors held NOV (NOV) as of Q2 2014, up from 933 in Q1 2014.
  • Funds reported $31.8B of NOV stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 93 funds opened new NOV positions in Q2 2014 and 76 closed out, a net change of +17 holders.
  • The largest NOV buyer in Q2 2014 was Glenview Capital Management, an estimated $394M added.
  • The largest NOV seller in Q2 2014 was Berkshire Hathaway, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2014.