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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
HT
1276
HighTower Trust
Texas
$380K
SFA
1277
Sequoia Financial Advisors
Ohio
$377K +$117K +1,290 +50%
DSC
1278
Duncker Streett & Co
Missouri
$376K +$18.2K +201 +5%
UBWV
1279
United Bank (West Virginia)
West Virginia
$375K -$114K -1,255 -25%
IH
1280
IFC Holdings
Florida
$373K +$19.4K +214 +6%
RCA
1281
Rex Capital Advisors
Rhode Island
$372K
RWML
1282
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$371K -$31.6K -349 -8%
ACP
1283
Aviance Capital Partners
Florida
$368K
FHA
1284
First Horizon Advisors
Tennessee
$368K -$69.6K -769 -17%
CFA
1285
Carroll Financial Associates
North Carolina
$368K +$27.9K +308 +9%
BSW
1286
Buckingham Strategic Wealth
Missouri
$368K +$105K +1,158 +44%
FIM
1287
Fernwood Investment Management
Massachusetts
$366K -$539K -5,960 -61%
WA
1288
WFG Advisors
Texas
$363K -$286K -3,157 -46%
FNFDCM
1289
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$362K
RMAM
1290
Raab & Moskowitz Asset Management
New Jersey
$360K +$33.9K +375 +11%
CCP
1291
Clarkston Capital Partners
Michigan
$359K +$334K +3,687 New
PMG
1292
ProVise Management Group
Florida
$357K +$7.33K +81 +2%
EIM
1293
Emerson Investment Management
Massachusetts
$353K -$17.6K -195 -5%
CIC
1294
Chase Investment Counsel
Virginia
$353K +$123K +1,360 +60%
SL
1295
Summitry LLC
California
$351K -$45.2K -500 -12%
MC
1296
Montag & Caldwell
Georgia
$351K
CIBC World Market
1297
CIBC World Market
Ontario, Canada
$350K +$10.3K +114 +3%
KTC
1298
Kistler-Tiffany Companies
Pennsylvania
$346K +$33.9K +375 +12%
QSS
1299
Quantitative Systematic Strategies
Florida
$343K +$318K +3,513 New
PGCM
1300
Prescott Group Capital Management
Oklahoma
$341K

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.