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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
FNYS
1401
First New York Securities
New York
$195K +$181K +2,000 New
CCS
1402
Crosspoint Capital Strategies
California
$190K
NHFG
1403
New Harbor Financial Group
Massachusetts
$163K
FBC
1404
Fairfield, Bush & Co
Connecticut
$162K -$40.7K -450 -21%
FI
1405
FCM Investments
Texas
$156K -$69.3K -766 -32%
ZTNA
1406
Zions Trust National Association
Utah
$156K
AW
1407
Alpha Windward
Massachusetts
$150K -$90 -1 -0.1%
PSC
1408
Prentiss Smith & Co
Vermont
$146K
BAM
1409
Brave Asset Management
New Jersey
$139K
OC
1410
Oakworth Capital
Alabama
$139K
ST
1411
SpiderRock Trading
Illinois
$137K
NSIM
1412
North Star Investment Management
Illinois
$137K +$127K +1,401 New
WA
1413
WealthTrust-Arizona
Arizona
$133K
MPWT
1414
MassMutual Private Wealth & Trust
Connecticut
$130K +$17.5K +193 +17%
AR
1415
Advisory Research
Illinois
$128K +$119K +1,310 New
HF
1416
Hoxton Financial
West Virginia
$121K -$118K -1,305 -51%
ARMC
1417
American Research & Management Company
Massachusetts
$116K
DBT
1418
Dubuque Bank & Trust
Iowa
$107K -$9.68K -107 -9%
TDC
1419
Thompson Davis & Co
Virginia
$103K
KPCM
1420
Kings Point Capital Management
New York
$99K
RCWMU
1421
Rothschild & Co Wealth Management (UK)
United Kingdom
$98K +$90.5K +1,000 New
KB
1422
Kimelman & Baird
New York
$97K -$9.16M -101,200 -99%
VIA
1423
Vantage Investment Advisors
Pennsylvania
$95K +$90 +1 +0.1%
NES
1424
New England Securities
New York
$92K -$26.8K -296 -24%
HRC
1425
Hoertkorn Richard Charles
$88K

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.