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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
RCM
1326
Reynolds Capital Management
Nevada
$302K +$9.05K +100 +3%
BA
1327
Bridgewater Associates
Connecticut
$301K -$1.46M -16,100 -84%
ICAS
1328
Investors Capital Advisory Services
Massachusetts
$300K +$48.9K +540 +21%
AB
1329
Atlas Brown
Kentucky
$298K -$53.9K -596 -16%
CCM
1330
Compass Capital Management
Minnesota
$298K +$20.2K +223 +8%
FWP
1331
FAS Wealth Partners
Kansas
$298K +$37.3K +412 +16%
LWM
1332
Lenox Wealth Management
Ohio
$297K -$20.2K -223 -7%
WC
1333
Whitney & Co
New York
$297K -$9.05K -100 -3%
JIC
1334
Joel Isaacson & Co
New York
$297K
SC
1335
Saturna Capital
Washington
$297K
MG
1336
MDE Group
New Jersey
$297K +$276K +3,047 New
PWM
1337
ParenteBeard Wealth Management
Pennsylvania
$293K
HEIP
1338
Hudson Edge Investment Partners
New Jersey
$291K -$35.7K -395 -12%
HCM
1339
Harvest Capital Management
New Hampshire
$290K
HBT
1340
Hills Bank & Trust
Iowa
$288K -$29.8K -329 -10%
KS
1341
Karpas Strategies
Connecticut
$288K
PCM
1342
Palisade Capital Management
New Jersey
$287K -$13.4K -148 -5%
AA
1343
Alesco Advisors
New York
$286K
HPCM
1344
High Pointe Capital Management
Illinois
$283K
GF
1345
Goodman Financial
Texas
$283K +$263K +2,905 New
MHIM
1346
MacNealy Hoover Investment Management
Ohio
$280K +$15.8K +175 +6%
FGA
1347
Flood Gamble Associates
New York
$277K
NCMG
1348
NCM Capital Management Group
North Carolina
$274K -$2.42M -26,700 -90%
AMIM
1349
Aull & Monroe Investment Management
Alabama
$274K
Harris Associates
1350
Harris Associates
Illinois
$273K -$4.07K -45 -2%

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.