We are live on ! Find out more

1,486 hedge funds and large institutions have $99B invested in SLB Ltd in 2014 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 600 increasing their positions, 609 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 63

32% more funds holding in top 10

Funds holding in top 10: 113149 (+36)

8% more capital invested

Capital invested by funds: $91.6B → $99B (+$7.43B)

2% more funds holding

Funds holding: 1,4611,486 (+25)

5% more call options, than puts

Call options by funds: $853M | Put options by funds: $809M

0.53% more ownership

Funds ownership: 77.39%77.92% (+0.53%)

1% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 609

Holders
1,486
Holders Change
+25
Holders Change %
+1.71%
% of All Funds
42.9%
Holding in Top 10
149
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+31.86%
% of All Funds
4.3%
New
102
Increased
600
Reduced
609
Closed
63
Calls
$853M
Puts
$809M
Net Calls
+$44.4M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
501
Inverness Counsel
New York
$8.81M +$555K +6,135 +7%
COPM
502
Charter Oak Partners Management
Connecticut
$8.76M +$3.62M +40,000 +80%
LCS
503
Levin Capital Strategies
New York
$8.73M +$226K +2,500 +3%
WC
504
Woodstock Corp
Massachusetts
$8.72M +$111K +1,225 +1%
TSS
505
Thomas Story & Son
Indiana
$8.7M
ACM
506
Academy Capital Management
Texas
$8.68M -$32.2K -356 -0.4%
CAMI
507
Concord Asset Management (Illinois)
Illinois
$8.63M +$83.7K +925 +1%
RCM
508
RNC Capital Management
California
$8.61M -$169K -1,863 -2%
RFA
509
Reilly Financial Advisors
California
$8.61M +$246K +2,715 +3%
SIRP
510
Shelter Insurance Retirement Plan
Missouri
$8.59M
BPB
511
Badgley, Phelps & Bell
Washington
$8.48M -$298K -3,298 -4%
QI
512
QS Investors
New York
$8.41M +$3.51M +38,780 +82%
SCA
513
Stillwater Capital Advisors
Pennsylvania
$8.39M +$7.79M +86,093 New
RNS
514
Robert N. Shapiro
$8.36M -$644K -7,115 -8%
DCM
515
Decade Capital Management
New York
$8.35M +$7.75M +85,629 New
TU
516
TDAM USA
Ontario, Canada
$8.33M +$508K +5,612 +7%
SC
517
Scotia Capital
Ontario, Canada
$8.33M +$3.4M +37,623 +79%
KKRC
518
Kohlberg Kravis Roberts & Co
New York
$8.32M +$7.72M +85,300 New
FDCC
519
Foster Dykema Cabot & Co
Massachusetts
$8.26M -$697K -7,702 -8%
OC
520
Oppenheimer & Co
New York
$8.25M -$833K -9,213 -10%
TBA
521
Train Babcock Advisors
New York
$8.14M -$126K -1,390 -2%
BHA
522
Beech Hill Advisors
New York
$8.1M +$246K +2,719 +3%
SLI
523
Sumitomo Life Insurance
Japan
$8.04M -$946K -10,452 -11%
FCI
524
Financial Counselors Inc
Kansas
$7.99M -$168K -1,852 -2%
LNB
525
Ledyard National Bank
$7.99M +$239K +2,645 +3%

SLB Hedge Fund Activity: Q1 2014 in Review

1,486 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q1 2014, worth a combined $99B — up 8.1% from $91.6B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SLB positions and 63 closed out — a net gain of 39 holders — while 600 added to existing stakes and 609 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $412M. The largest seller was Capital Research Global Investors, cutting an estimated $539M.

  • 1,486 institutional investors held SLB Ltd (SLB) as of Q1 2014, up from 1,461 in Q4 2013.
  • Funds reported $99B of SLB Ltd stock for Q1 2014, up 8.1% quarter-over-quarter.
  • 102 funds opened new SLB Ltd positions in Q1 2014 and 63 closed out, a net change of +39 holders.
  • The largest SLB Ltd buyer in Q1 2014 was JP Morgan Chase, an estimated $412M added.
  • The largest SLB Ltd seller in Q1 2014 was Capital Research Global Investors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2014.