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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
BRWA
1351
B. Riley Wealth Advisors
Florida
$272K +$41K +453 +19%
BEAM
1352
Baker Ellis Asset Management
Washington
$270K
GIP
1353
Greatmark Investment Partners
Georgia
$269K +$2.71K +30 +1%
HWA
1354
Heritage Wealth Advisors
Virginia
$267K -$9.05K -100 -4%
MIC
1355
Meridian Investment Counsel
California
$267K
JIP
1356
Jaffetilchin Investment Partners
Florida
$267K +$543 +6 +0.2%
FVCM
1357
F&V Capital Management
Florida
$263K
CAG
1358
Crestwood Advisors Group
Massachusetts
$261K -$240K -2,657 -50%
MBT
1359
Monroe Bank & Trust
Michigan
$260K -$14.3K -158 -6%
AIA
1360
AGF Investments America
Ontario, Canada
$254K
First Eagle Investment Management
1361
First Eagle Investment Management
New York
$254K
BC
1362
Banced Corp
Illinois
$253K +$234K +2,592 New
AIM
1363
Avity Investment Management
Connecticut
$252K +$234K +2,585 New
PCMC
1364
Paragon Capital Management (Colorado)
Colorado
$252K
LIM
1365
Loudon Investment Management
New Hampshire
$251K
DAM
1366
Delta Asset Management
Tennessee
$251K +$3.98K +44 +2%
KAM
1367
Keeley Asset Management
Illinois
$249K
FCCM
1368
First City Capital Management
Georgia
$246K
HHGA
1369
Halbert Hargrove Global Advisors
California
$246K -$18.5K -205 -8%
PL
1370
Plancorp LLC
Missouri
$245K +$227K +2,509 New
CAL
1371
Capital Analysts LLC
Pennsylvania
$244K +$28K +310 +14%
BGA
1372
Belmont Global Advisors
Texas
$244K -$416K -4,600 -65%
WSC
1373
Wellington Shields & Co
New York
$244K
ZDA
1374
Zweig-DiMenna Associates
New York
$244K +$226K +2,500 New
HCM
1375
Highlander Capital Management
New Jersey
$240K

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.