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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
GP
1026
Girard Partners
Pennsylvania
$1.31M -$238K -2,632 -16%
IHL
1027
Investment House LLC
California
$1.31M +$446K +4,930 +58%
MSFP
1028
Mark Sheptoff Financial Planning
Connecticut
$1.3M +$1.21M +13,352 New
ECM
1029
ETrade Capital Management
Virginia
$1.29M +$237K +2,623 +25%
SMC
1030
Smith, Moore & Co
Missouri
$1.27M +$450K +4,976 +62%
SNT
1031
Security National Trust
West Virginia
$1.25M -$31.7K -350 -3%
PRHC
1032
P.R. Herzig & Co
New York
$1.25M -$724K -8,000 -38%
GF
1033
Gerry Farber
New York
$1.25M +$1.16M +12,800 New
ICRM
1034
Insight Capital Research & Management
California
$1.25M -$697K -7,699 -38%
RIM
1035
Regent Investment Management
Kentucky
$1.24M +$240K +2,650 +26%
MIM
1036
Montgomery Investment Management
Maryland
$1.23M -$18.1K -200 -2%
BIM
1037
Beach Investment Management
Pennsylvania
$1.23M -$391K -4,320 -26%
SOAMC
1038
Spirit of America Management Corp
New York
$1.23M +$1.14M +12,575 New
IIM
1039
Intact Investment Management
Quebec, Canada
$1.22M
NIM
1040
Needham Investment Management
New York
$1.22M
BWAM
1041
Boyd Watterson Asset Management
Ohio
$1.21M -$52.7K -582 -4%
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$1.21M -$33.9K -375 -3%
CCFCSB
1043
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M -$9.23K -102 -0.8%
CHAM
1044
Clear Harbor Asset Management
Connecticut
$1.2M -$4.52K -50 -0.4%
MME
1045
Meag Munich Ergo
Germany
$1.19M
BCMO
1046
Buckingham Capital Management (Ohio)
Ohio
$1.19M +$23.5K +260 +2%
SIC
1047
Salem Investment Counselors
North Carolina
$1.19M +$71.3K +788 +7%
CISOA
1048
Capital Investment Services of America
Wisconsin
$1.18M -$76.9K -850 -7%
SHA
1049
Smith Hayes Advisers
Nebraska
$1.17M
SFSIG
1050
San Francisco Sentry Investment Group
California
$1.17M +$2.35K +26 +0.2%

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.