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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
DCM
926
Donaldson Capital Management
Indiana
$1.97M +$2.26K +25 +0.1%
SI
927
Stephens Inc
Arkansas
$1.96M +$120K +1,327 +7%
GIM
928
Guardian Investment Management
California
$1.96M +$271K +3,000 +18%
NIS
929
National Investment Services
Wisconsin
$1.94M +$3.26K +36 +0.2%
CWM
930
Concert Wealth Management
California
$1.93M +$9.86K +109 +0.6%
BIM
931
Baldwin Investment Management
Pennsylvania
$1.93M -$36.2K -400 -2%
WCF
932
West Coast Financial
California
$1.92M -$432K -4,774 -20%
PTC
933
Private Trust Company
Ohio
$1.91M -$15.8K -175 -0.9%
ST
934
Spinnaker Trust
Maine
$1.9M -$119K -1,317 -6%
HIM
935
Harbour Investment Management
Washington
$1.9M -$9.05K -100 -0.5%
TWI
936
Thomas White International
Illinois
$1.9M +$1.51M +16,637 +590%
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$1.89M -$905 -10 -0.1%
CWP
938
Capital Wealth Planning
Florida
$1.89M +$1.75M +19,351 New
CC
939
Courier Capital
New York
$1.88M +$250K +2,763 +17%
PPSG
940
Princeton Portfolio Strategies Group
New Jersey
$1.87M +$450K +4,972 +35%
Carson Wealth (CWM LLC)
941
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$376K +4,154 +28%
FNBTCON
942
First National Bank & Trust Co of Newtown
Pennsylvania
$1.86M -$27.1K -300 -2%
PG
943
PEAK6 Group
Illinois
$1.85M -$4.21M -46,544 -71%
AM
944
Account Management
Massachusetts
$1.85M +$498K +5,500 +41%
AA
945
ALPS Advisors
Colorado
$1.83M +$131K +1,447 +8%
PNAA
946
Pictet North America Advisors
Switzerland
$1.82M +$335K +3,700 +25%
CAN
947
Cetera Advisor Networks
California
$1.81M +$200K +2,207 +13%
TCOTO
948
Trust Company of the Ozarks
Missouri
$1.81M -$45.2K -500 -3%
LW
949
Linscomb Wealth
Texas
$1.81M +$659K +7,284 +65%
PAM
950
Palisade Asset Management
Minnesota
$1.8M

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.