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1,377 hedge funds and large institutions have $90.7B invested in SLB Ltd in 2013 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 555 increasing their positions, 533 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more funds holding in top 10

Funds holding in top 10: 82152 (+70)

80% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 70

55% more call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.09B

25% more capital invested

Capital invested by funds: $72.8B → $90.7B (+$18B)

3% more funds holding

Funds holding: 1,3331,377 (+44)

1.13% more ownership

Funds ownership: 76.58%77.71% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 533

Holders
1,377
Holders Change
+44
Holders Change %
+3.3%
% of All Funds
44.64%
Holding in Top 10
152
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+85.37%
% of All Funds
4.93%
New
126
Increased
555
Reduced
533
Closed
70
Calls
$1.69B
Puts
$1.09B
Net Calls
+$602M
Net Calls Change
+$586M
Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
851
St. James Investment Company
Texas
$2.06M +$1.43M +17,380 +290%
AW
852
ACG Wealth
Georgia
$2.06M -$267K -3,249 -12%
SIM
853
SSI Investment Management
California
$2.06M -$20.3K -247 -1%
MJP
854
Michael J. Puzo
$2.05M +$212K +2,575 +12%
GAM
855
Gotham Asset Management
New York
$2.05M +$418K +5,082 +28%
Connor, Clark & Lunn Investment Management (CC&L)
856
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.02M +$1.83M +22,250 New
FWCM
857
Ferguson Wellman Capital Management
Oregon
$2.01M -$268K -3,262 -13%
PWS
858
Peloton Wealth Strategists
Indiana
$2.01M
ICRM
859
Insight Capital Research & Management
California
$2M +$828K +10,076 +90%
CI
860
Constellation Investments
Ohio
$1.99M +$98.6K +1,200 +6%
EHWM
861
Eads & Heald Wealth Management
Georgia
$1.99M -$101K -1,234 -5%
TCM
862
Tributary Capital Management
Nebraska
$1.96M -$3.32M -40,400 -65%
OAMA
863
Oslo Asset Management AS
Norway
$1.94M -$26.9M -327,700 -94%
MSL
864
Mackay Shields LLC
New York
$1.94M
OM
865
Ospraie Management
New York
$1.94M +$1.81M +22,000 New
FIG
866
Fortress Investment Group
New York
$1.94M +$772K +9,400 +75%
FHC
867
First Houston Capital
Texas
$1.94M +$1.8M +21,900 New
SCM
868
Stonebridge Capital Management
California
$1.92M -$52.3K -636 -3%
MIM
869
Montgomery Investment Management
Maryland
$1.91M +$65.6K +799 +4%
JWBC
870
J.W. Burns & Co
New York
$1.91M +$87.2K +1,061 +5%
GI
871
GAMCO Investors
Connecticut
$1.91M
TCOO
872
Trust Company of Oklahoma
Oklahoma
$1.9M +$63.9K +778 +4%
SAM
873
Symphony Asset Management
California
$1.88M -$286K -3,475 -14%
FNBTCON
874
First National Bank & Trust Co of Newtown
Pennsylvania
$1.87M -$8.22K -100 -0.5%
PFM
875
PacWest Financial Management
Arizona
$1.87M -$55K -670 -3%

SLB Hedge Fund Activity: Q3 2013 in Review

1,377 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2013, worth a combined $90.7B — up 25% from $72.8B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SLB positions and 70 closed out — a net gain of 56 holders — while 555 added to existing stakes and 533 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $406M. The largest seller was JP Morgan Chase, cutting an estimated $401M.

  • 1,377 institutional investors held SLB Ltd (SLB) as of Q3 2013, up from 1,333 in Q2 2013.
  • Funds reported $90.7B of SLB Ltd stock for Q3 2013, up 25% quarter-over-quarter.
  • 126 funds opened new SLB Ltd positions in Q3 2013 and 70 closed out, a net change of +56 holders.
  • The largest SLB Ltd buyer in Q3 2013 was Fidelity Investments, an estimated $406M added.
  • The largest SLB Ltd seller in Q3 2013 was JP Morgan Chase, an estimated $401M sold.

Based on aggregated 13F filings for Q3 2013.