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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
VNA
1251
VNBTrust National Association
Virginia
$436K -$28.5K -315 -7%
SC
1252
Savant Capital
Illinois
$434K +$1.81K +20 +0.5%
WS
1253
Wedbush Securities
California
$434K +$2.53K +28 +0.6%
STMM
1254
South Texas Money Management
Texas
$431K +$188K +2,074 +88%
MAM
1255
Marquette Asset Management
Minnesota
$429K -$7.33K -81 -2%
DAS
1256
Dynamic Advisor Solutions
Arizona
$424K +$57.2K +632 +17%
SCM
1257
SOL Capital Management
Maryland
$417K -$76.4K -845 -16%
BC
1258
Burney Company
Virginia
$412K -$26.2K -290 -6%
IUAM
1259
Itau USA Asset Management
New York
$410K -$109K -1,200 -22%
BFA
1260
Bragg Financial Advisors
North Carolina
$410K -$25.3K -280 -6%
AFG
1261
Albion Financial Group
Utah
$410K +$16.4K +181 +5%
ZCI
1262
Zevenbergen Capital Investments
Washington
$410K +$63.3K +700 +20%
DAC
1263
Dividend Assets Capital
South Carolina
$408K +$6.79K +75 +2%
SWM
1264
SVA Wealth Management
Wisconsin
$408K +$85.2K +942 +29%
GVT
1265
Genesee Valley Trust
New York
$406K -$89.3K -987 -19%
WA
1266
Wheatland Advisors
Pennsylvania
$405K
VC
1267
Vicus Capital
Pennsylvania
$401K +$372K +4,117 New
SFU
1268
Stonehage Fleming (UK)
United Kingdom
$400K
T
1269
Thomaspartners
Massachusetts
$399K -$22.5K -249 -6%
TWA
1270
TCI Wealth Advisors
Arizona
$395K -$52.7K -583 -13%
PL
1271
Parthenon LLC
Kentucky
$393K
YU
1272
Yale University
Connecticut
$392K +$271K +3,000 New
PFC
1273
Phocas Financial Corp
California
$389K
EM
1274
Excalibur Management
Massachusetts
$383K -$18.1K -200 -5%
CCM
1275
CrestPoint Capital Management
Missouri
$380K

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.