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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
BA
1051
Boston Advisors
Massachusetts
$1.17M +$83.2K +920 +8%
HA
1052
Halsey Associates
Connecticut
$1.17M
PWAP
1053
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.15M +$47.2K +522 +5%
HKIM
1054
Hayek Kallen Investment Management
Alabama
$1.14M +$109K +1,201 +11%
RFS
1055
Rockefeller Financial Services
New York
$1.14M +$131K +1,449 +14%
NDSI
1056
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M -$6.33K -70 -0.6%
SKK
1057
Shepherd Kaplan Krochuk
Massachusetts
$1.14M +$184K +2,030 +21%
OIA
1058
Optimum Investment Advisors
Illinois
$1.13M -$99.5K -1,100 -9%
NCM
1059
Northroad Capital Management
New York
$1.13M -$172K -1,900 -14%
FUBT
1060
First United Bank & Trust
Maryland
$1.11M +$73.3K +810 +8%
BSWMG
1061
Barrington Strategic Wealth Management Group
Illinois
$1.11M -$67.4K -745 -6%
EB
1062
Eastern Bank
Massachusetts
$1.11M -$40.7K -450 -4%
IIC
1063
Ironwood Investment Counsel
Arizona
$1.09M -$64.2K -710 -6%
FSC
1064
Fiduciary Services Corp
Georgia
$1.09M -$27.6K -305 -3%
ADBIC
1065
A.D. Beadell Investment Counsel
Wisconsin
$1.09M +$35.7K +395 +4%
EGA
1066
E&G Advisors
Texas
$1.08M +$299K +3,300 +43%
SA
1067
Strategic Advisors
New York
$1.07M +$9.68K +107 +1%
HAIM
1068
Hunter Associates Investment Management
Pennsylvania
$1.05M -$28K -310 -3%
SEC
1069
Seven Eight Capital
New York
$1.05M +$615K +6,800 +170%
TCM
1070
Texan Capital Management
Texas
$1.04M -$15.4K -170 -2%
EAM
1071
Evanson Asset Management
California
$1.03M
OC
1072
Oarsman Capital
Wisconsin
$1.03M +$16.9K +187 +2%
CNAM
1073
Campbell Newman Asset Management
Wisconsin
$1.01M -$75.1K -830 -7%
MGIA
1074
Moneta Group Investment Advisors
Missouri
$1M -$20.8K -230 -2%
CHC
1075
City Holding Co
West Virginia
$1M -$6.79K -75 -0.7%

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.