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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
WRF
51
Waddell & Reed Financial
Kansas
$450M -$9.9M -109,399 -2%
Capital International Investors
52
Capital International Investors
California
$399M +$97.9M +1,082,400 +36%
MAA
53
Managed Account Advisors
New Jersey
$391M +$13.9M +153,956 +4%
RFC
54
Russell Frank Company
Washington
$390M +$10.5M +116,046 +3%
Fisher Asset Management
55
Fisher Asset Management
Washington
$384M -$8.29M -91,684 -2%
U
56
UBS
Switzerland
$383M +$26.9M +297,711 +8%
MCM
57
Marsico Capital Management
Colorado
$372M -$231M -2,553,171 -40%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$367M -$3.44M -38,012 -1%
BlackRock
59
BlackRock
New York
$364M -$54.7M -604,291 -14%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$358M +$47M +519,151 +16%
TG
61
TCW Group
California
$354M +$15.3M +169,290 +5%
GA
62
Greenhaven Associates
New York
$348M +$322M +3,564,460 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$345M +$15.4M +170,144 +5%
Prudential Financial
64
Prudential Financial
New Jersey
$337M -$23.5M -259,558 -7%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$319M -$8.38M -92,612 -3%
CA
66
Cortland Advisers
Delaware
$312M
Calamos Advisors
67
Calamos Advisors
Illinois
$312M -$12.4M -137,487 -4%
CS
68
Credit Suisse
Switzerland
$302M -$38.7M -427,703 -12%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$294M -$2.18M -24,056 -0.8%
Charles Schwab
70
Charles Schwab
California
$275M +$5.63M +62,238 +2%
MAM
71
Marketfield Asset Management
New York
$273M +$76.9K +850 +0%
William Blair & Company
72
William Blair & Company
Illinois
$272M -$17.6M -194,585 -7%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$269M -$6.82M -75,404 -3%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$260M -$7.74M -85,587 -3%
DSA
75
Davis Selected Advisers
Arizona
$259M -$33.1M -365,585 -12%

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.