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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
DIA
1151
Dean Investment Associates
Ohio
$705K -$37.7K -417 -5%
CAM
1152
Columbia Asset Management
Michigan
$702K
CCA
1153
Cobblestone Capital Advisors
New York
$696K -$10.7K -118 -2%
FANJ
1154
Financial Architects (New Jersey)
New Jersey
$696K +$10.2K +113 +2%
PAG
1155
Private Advisor Group
New Jersey
$696K +$151K +1,673 +31%
FC
1156
FIC Capital
New York
$694K
FIM
1157
Freedom Investment Management
Connecticut
$693K +$132K +1,462 +26%
ACS
1158
Archford Capital Strategies
Illinois
$692K +$642K +7,098 New
ECM
1159
EagleClaw Capital Management
Massachusetts
$691K +$640K +7,075 New
PSI
1160
Pinnacle Summer Investments
Virginia
$684K -$146K -1,610 -19%
IAS
1161
IMA Advisory Services
Colorado
$684K
CSM
1162
Central Square Management
Illinois
$684K +$118K +1,300 +23%
NSEDCP
1163
NJ State Employees Deferred Compensation Plan
New Jersey
$679K
ICOA
1164
Investment Centers of America
North Dakota
$678K +$325K +3,590 +88%
WIC
1165
Whitegate Investment Counselors
New Hampshire
$665K +$816K +9,023 New
NCM
1166
Novare Capital Management
North Carolina
$663K +$48.9K +540 +9%
WG
1167
Welch Group
Alabama
$663K +$54.3K +600 +10%
CFMC
1168
Curbstone Financial Management Corp
New Hampshire
$663K +$615K +6,797 New
ANBTV
1169
American National Bank & Trust (Virginia)
Virginia
$662K +$10.9K +121 +2%
BDF
1170
Balasa Dinverno & Foltz
$656K +$53.6K +593 +10%
TBNY
1171
Trustco Bank (New York)
New York
$653K -$9.05K -100 -1%
LOCC
1172
Lombard Odier & Cie (Canada)
Quebec, Canada
$648K +$36.2K +400 +6%
DAM
1173
Doheny Asset Management
California
$647K -$9.05K -100 -1%
ACA
1174
Anchor Capital Advisors
Massachusetts
$647K
BAM
1175
Burnham Asset Management
New York
$644K +$41.6K +460 +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.