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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
FA
1226
FCG Advisors
New Jersey
$510K +$21.2K +234 +5%
FM
1227
Foster & Motley
Ohio
$506K +$85.7K +947 +22%
GA
1228
Glenhill Advisors
New York
$504K +$192K +2,126 +70%
SI
1229
SII Investments
Wisconsin
$497K -$39.8K -440 -8%
TFCP
1230
Twin Focus Capital Partners
Massachusetts
$497K
GIM
1231
Grassi Investment Management
California
$497K +$90 +1 +0%
ATC
1232
Adirondack Trust Company
New York
$491K -$90.5K -1,000 -17%
KIG
1233
Kovitz Investment Group
Illinois
$490K +$121K +1,336 +26%
MC
1234
Miles Capital
Iowa
$486K -$99K -1,094 -18%
EHC
1235
Everett Harris & Co
California
$484K
GGPS
1236
Gary Goldberg Planning Services
New York
$482K -$18.7K -207 -4%
AIC
1237
Atlantic Investment Company
Georgia
$482K
SC
1238
Schulhoff & Co
Ohio
$479K +$9.05K +100 +2%
SRC
1239
Shufro Rose & Co
New York
$474K
AC
1240
Alexandria Capital
Virginia
$459K
MSS
1241
Mitchell Sinkler & Starr
Pennsylvania
$451K -$9.5K -105 -2%
BHBT
1242
Burke & Herbert Bank & Trust
Virginia
$451K +$24.7K +273 +6%
GBA
1243
Garrison Bradford & Associates
New York
$451K +$418K +4,625 New
HH
1244
Hilltop Holdings
Texas
$450K -$26.7K -295 -6%
BSA
1245
Braun Stacey Associates
New York
$448K -$235K -2,603 -36%
BOS
1246
Bingham Osborn & Scarborough
California
$447K +$31.5K +348 +8%
GA
1247
GFS Advisors
Texas
$441K +$409K +4,521 New
BP
1248
Ballentine Partners
Massachusetts
$440K +$11.9K +131 +3%
MTIM
1249
Marathon Trading Investment Management
Pennsylvania
$439K +$407K +4,500 New
W
1250
Wealthfront
California
$438K +$405K +4,472 New

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.