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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
Fuller & Thaler Asset Management
1201
Fuller & Thaler Asset Management
California
$566K -$353K -3,900 -40%
ITIM
1202
Indiana Trust & Investment Management
Indiana
$555K -$27.1K -300 -5%
LA
1203
Lynch & Associates
Indiana
$555K +$124K +1,375 +32%
FHB
1204
First Hawaiian Bank
Hawaii
$552K +$23.1K +255 +5%
WRM
1205
Westport Resources Management
Connecticut
$548K +$24.2K +268 +5%
SWM
1206
Segment Wealth Management
Texas
$547K -$42.9K -474 -8%
BCM
1207
Buckhead Capital Management
Georgia
$546K
CD
1208
Carl Domino
Florida
$542K
TT
1209
Tower Trust
Indiana
$540K -$33.9K -375 -6%
AWA
1210
AmeriServ Wealth Advisors
Pennsylvania
$536K -$857K -9,475 -63%
JCM
1211
Janney Capital Management
Pennsylvania
$536K -$7.87K -87 -2%
AAC
1212
Asset Advisors Corp
Georgia
$536K
PAM
1213
Premier Asset Management
Illinois
$534K
WEC
1214
Winslow Evans & Crocker
Massachusetts
$527K +$1.81K +20 +0.4%
RHJA
1215
Rice Hall James & Associates
California
$526K
RC
1216
RegentAtlantic Capital
New Jersey
$525K -$82.5K -912 -14%
FAG
1217
Financial Advisory Group
Texas
$523K -$9.05K -100 -2%
BJL
1218
Brighton Jones LLC
Washington
$522K -$1.72K -19 -0.4%
SAMC
1219
Shinko Asset Management Company
Japan
$520K -$41.3K -456 -8%
CT
1220
Coastline Trust
Rhode Island
$520K
TYCC
1221
Texas Yale Capital Corp
Florida
$518K +$9.05K +100 +2%
CL
1222
Choreo LLC
Illinois
$515K +$475K +5,255 New
HPBT
1223
High Point Bank & Trust
North Carolina
$514K -$13.6K -150 -3%
MBT
1224
Montecito Bank & Trust
California
$512K +$46K +509 +11%
MFS
1225
MSI Financial Services
Massachusetts
$511K +$29.9K +331 +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.