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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
DS
1376
DRW Securities
Illinois
$239K -$36.7K -406 -14%
BFA
1377
Beaumont Financial Advisors
Massachusetts
$239K +$222K +2,455 New
RCG
1378
Ruane, Cunniff & Goldfarb
New York
$237K -$38K -420 -15%
MCWS
1379
McKinley Carter Wealth Services
West Virginia
$237K -$1.54K -17 -0.7%
PCA
1380
Peddock Capital Advisors
Massachusetts
$234K
WMC
1381
Westwood Management Corporation
Illinois
$234K
CIC
1382
Cornercap Investment Counsel
Georgia
$229K -$42.1K -465 -17%
FTI
1383
Fiduciary Trust International
Massachusetts
$228K +$212K +2,340 New
CFG
1384
CKW Financial Group
Hawaii
$226K +$41.1K +454 +24%
WI
1385
Wedgewood Investors
Pennsylvania
$225K
TRCT
1386
Tower Research Capital (TRC)
New York
$224K -$117K -1,296 -36%
MHS
1387
M Holdings Securities
Oregon
$223K -$77.8K -860 -27%
MLL
1388
Moody Lynn & Lieberson
Massachusetts
$222K -$16.3K -180 -7%
CFA
1389
Camarda Financial Advisors
Florida
$221K +$205K +2,265 New
PIA
1390
Peachtree Investment Advisors
Georgia
$217K
PHAM
1391
Palisades Hudson Asset Management
Florida
$216K
FWM
1392
Focused Wealth Management
New York
$215K
IWC
1393
Integrated Wealth Counsel
California
$214K
SBWM
1394
Sunflower Bank Wealth Management
Arizona
$210K +$195K +2,150 New
GHA
1395
GW Henssler & Associates
Georgia
$208K +$193K +2,132 New
SC
1396
Sophrosyne Capital
New York
$205K +$72.4K +800 +62%
EMG
1397
Ellington Management Group
Connecticut
$205K +$190K +2,100 New
CPA
1398
Court Place Advisors
Maryland
$200K +$186K +2,051 New
PIA
1399
Piedmont Investment Advisors
North Carolina
$198K -$33.2K -367 -15%
OAM
1400
Orinda Asset Management
California
$196K

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.