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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
SCM
1301
Southport Capital Management
Tennessee
$339K +$315K +3,480 New
CCA
1302
Checchi Capital Advisers
California
$337K +$40.8K +451 +15%
KCPG
1303
Kavar Capital Partners Group
Kansas
$334K +$90 +1 +0%
GIA
1304
GHP Investment Advisors
Colorado
$332K -$995 -11 -0.3%
HIM
1305
Hillsdale Investment Management
Ontario, Canada
$332K +$9.05K +100 +3%
Manulife (Manufacturers Life Insurance)
1306
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330K -$3.62M -40,019 -1%
HS
1307
Huntington Steele
Pennsylvania
$325K
WCM
1308
Windsor Capital Management
Arizona
$320K -$9.59K -106 -3%
MCM
1309
Maryland Capital Management
Maryland
$319K -$462K -5,103 -61%
HVIA
1310
Hudson Valley Investment Advisors
New York
$318K
WCA
1311
Waratah Capital Advisors
Ontario, Canada
$316K -$5.43K -60 -2%
SLG
1312
Stanley-Laman Group
Pennsylvania
$314K -$53.3K -589 -15%
MPIA
1313
Mountain Pacific Investment Advisers
Idaho
$313K +$21.2K +234 +8%
NPIT
1314
National Penn Investors Trust
Pennsylvania
$312K -$153K -1,693 -35%
LJAC
1315
L.J. Altfest & Co
New York
$312K +$19.1K +211 +7%
CCA
1316
Conestoga Capital Advisors
Pennsylvania
$307K
EIA
1317
Edgemoor Investment Advisors
Maryland
$307K
TIA
1318
Tiemann Investment Advisors
California
$307K +$14.4K +159 +5%
JWM
1319
Jacobus Wealth Management
Wisconsin
$305K +$19.1K +211 +7%
SSWM
1320
Smith Salley Wealth Management
North Carolina
$304K -$4.07K -45 -1%
FBFS
1321
First Business Financial Services
Wisconsin
$304K +$35.3K +390 +14%
CR
1322
Cooperatieve Rabobank
Netherlands
$303K +$281K +3,109 New
GRQ
1323
Gardner Russo & Quinn
Pennsylvania
$302K -$22.6K -250 -7%
SAM
1324
Strategy Asset Managers
California
$302K -$11.3K -125 -4%
HIM
1325
Hermes Investment Management
United Kingdom
$302K

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.