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1,460 hedge funds and large institutions have $91.6B invested in SLB Ltd in 2013 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 557 increasing their positions, 582 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 54

16% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.18B

6% more funds holding

Funds holding: 1,3771,460 (+83)

1% more capital invested

Capital invested by funds: $90.7B → $91.6B (+$838M)

0.31% less ownership

Funds ownership: 77.71%77.39% (-0.31%)

4% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 582

26% less funds holding in top 10

Funds holding in top 10: 152113 (-39)

Holders
1,460
Holders Change
+83
Holders Change %
+6.03%
% of All Funds
42.37%
Holding in Top 10
113
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-25.66%
% of All Funds
3.28%
New
156
Increased
557
Reduced
582
Closed
54
Calls
$1.36B
Puts
$1.18B
Net Calls
+$185M
Net Calls Change
-$417M
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
1201
Westport Resources Management
Connecticut
$483K -$26.6K -295 -5%
CAG
1202
Crestwood Advisors Group
Massachusetts
$481K -$36.3K -402 -7%
CT
1203
Coastline Trust
Rhode Island
$480K
KIG
1204
Kovitz Investment Group
Illinois
$469K -$87.5K -969 -16%
TYCC
1205
Texas Yale Capital Corp
Florida
$469K
GVT
1206
Genesee Valley Trust
New York
$465K +$64.3K +712 +16%
GGPS
1207
Gary Goldberg Planning Services
New York
$464K -$78K -864 -14%
SCM
1208
SOL Capital Management
Maryland
$462K +$76.3K +845 +20%
GIM
1209
Grassi Investment Management
California
$460K -$38.4K -425 -8%
TFCP
1210
Twin Focus Capital Partners
Massachusetts
$459K -$18.1K -200 -4%
UBWV
1211
United Bank (West Virginia)
West Virginia
$459K +$11.2K +124 +2%
WA
1212
Waverly Advisors
Alabama
$452K
UMA
1213
USA Mutuals Advisors
Texas
$451K -$451K -5,000 -50%
SH
1214
Scepter Holdings
Texas
$451K
FA
1215
FCG Advisors
New Jersey
$450K +$451K +4,994 New
EHC
1216
Everett Harris & Co
California
$447K
AIC
1217
Atlantic Investment Company
Georgia
$446K +$6.77K +75 +2%
MFS
1218
MSI Financial Services
Massachusetts
$443K -$189K -2,088 -30%
HH
1219
Hilltop Holdings
Texas
$443K -$15.3K -170 -3%
NPIT
1220
National Penn Investors Trust
Pennsylvania
$442K +$14.2K +157 +3%
SRC
1221
Shufro Rose & Co
New York
$438K
FAM
1222
Formidable Asset Management
Ohio
$437K +$441K +4,880 New
SC
1223
Schulhoff & Co
Ohio
$434K
VNA
1224
VNBTrust National Association
Virginia
$432K
MBT
1225
Montecito Bank & Trust
California
$428K +$9.93K +110 +2%

SLB Hedge Fund Activity: Q4 2013 in Review

1,460 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2013, worth a combined $91.6B — up 0.92% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SLB positions and 54 closed out — a net gain of 102 holders — while 557 added to existing stakes and 582 trimmed.

The largest buyer was Winslow Capital Management, adding an estimated $318M. The largest seller was Manning & Napier Advisors, cutting an estimated $328M.

  • 1,460 institutional investors held SLB Ltd (SLB) as of Q4 2013, up from 1,377 in Q3 2013.
  • Funds reported $91.6B of SLB Ltd stock for Q4 2013, up 0.92% quarter-over-quarter.
  • 156 funds opened new SLB Ltd positions in Q4 2013 and 54 closed out, a net change of +102 holders.
  • The largest SLB Ltd buyer in Q4 2013 was Winslow Capital Management, an estimated $318M added.
  • The largest SLB Ltd seller in Q4 2013 was Manning & Napier Advisors, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2013.