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1,460 hedge funds and large institutions have $91.6B invested in SLB Ltd in 2013 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 557 increasing their positions, 582 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 54

16% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.18B

6% more funds holding

Funds holding: 1,3771,460 (+83)

1% more capital invested

Capital invested by funds: $90.7B → $91.6B (+$838M)

0.31% less ownership

Funds ownership: 77.71%77.39% (-0.31%)

4% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 582

26% less funds holding in top 10

Funds holding in top 10: 152113 (-39)

Holders
1,460
Holders Change
+83
Holders Change %
+6.03%
% of All Funds
42.37%
Holding in Top 10
113
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-25.66%
% of All Funds
3.28%
New
156
Increased
557
Reduced
582
Closed
54
Calls
$1.36B
Puts
$1.18B
Net Calls
+$185M
Net Calls Change
-$417M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1376
Focused Wealth Management
New York
$198K -$18.1K -200 -8%
IWC
1377
Integrated Wealth Counsel
California
$198K +$27.1K +300 +16%
CAL
1378
Capital Analysts LLC
Pennsylvania
$198K +$20.6K +228 +12%
FBC
1379
Fairfield, Bush & Co
Connecticut
$190K -$980K -10,859 -84%
CCS
1380
Crosspoint Capital Strategies
California
$181K +$176K +1,952 New
OAM
1381
Orinda Asset Management
California
$181K +$181K +2,009 New
CFG
1382
CKW Financial Group
Hawaii
$167K +$167K +1,854 New
CG
1383
Colony Group
Massachusetts
$166K +$166K +1,842 New
IA
1384
IndexIQ Advisors
New York
$161K +$76.8K +851 +91%
NHFG
1385
New Harbor Financial Group
Massachusetts
$150K
ZTNA
1386
Zions Trust National Association
Utah
$144K -$31.1K -345 -18%
AW
1387
Alpha Windward
Massachusetts
$139K +$1.26K +14 +0.9%
PSC
1388
Prentiss Smith & Co
Vermont
$135K
BAM
1389
Brave Asset Management
New Jersey
$129K +$129K +1,427 New
OC
1390
Oakworth Capital
Alabama
$129K +$129K +1,427 New
WA
1391
WealthTrust-Arizona
Arizona
$123K -$1.26K -14 -1%
PMFA
1392
Plante Moran Financial Advisors
Michigan
$118K -$3.34K -37 -3%
SC
1393
Sophrosyne Capital
New York
$117K +$117K +1,300 New
NES
1394
New England Securities
New York
$112K +$43.5K +482 +64%
DBT
1395
Dubuque Bank & Trust
Iowa
$109K
ARMC
1396
American Research & Management Company
Massachusetts
$108K
WCM
1397
Westend Capital Management
California
$104K +$104K +1,150 New
MPWT
1398
MassMutual Private Wealth & Trust
Connecticut
$103K +$103K +1,143 New
TDC
1399
Thompson Davis & Co
Virginia
$95K +$95.4K +1,057 New
KPCM
1400
Kings Point Capital Management
New York
$91K

SLB Hedge Fund Activity: Q4 2013 in Review

1,460 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2013, worth a combined $91.6B — up 0.92% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SLB positions and 54 closed out — a net gain of 102 holders — while 557 added to existing stakes and 582 trimmed.

The largest buyer was Winslow Capital Management, adding an estimated $318M. The largest seller was Manning & Napier Advisors, cutting an estimated $328M.

  • 1,460 institutional investors held SLB Ltd (SLB) as of Q4 2013, up from 1,377 in Q3 2013.
  • Funds reported $91.6B of SLB Ltd stock for Q4 2013, up 0.92% quarter-over-quarter.
  • 156 funds opened new SLB Ltd positions in Q4 2013 and 54 closed out, a net change of +102 holders.
  • The largest SLB Ltd buyer in Q4 2013 was Winslow Capital Management, an estimated $318M added.
  • The largest SLB Ltd seller in Q4 2013 was Manning & Napier Advisors, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2013.