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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
HFM
1426
Hartford Financial Management
Connecticut
$87K -$181K -2,000 -69%
MFBTD
1427
MB Financial Bank - Trust Department
Illinois
$83K
CPA
1428
Cowen Prime Advisors
New York
$81K
CG
1429
Colony Group
Massachusetts
$79K -$93.4K -1,032 -56%
BBPWM
1430
Blue Bell Private Wealth Management
Pennsylvania
$78K
FNBSF
1431
First National Bank Sioux Falls
South Dakota
$78K
TF
1432
Trutina Financial
Washington
$77K +$71K +785 New
VCM
1433
Vigilant Capital Management
Maine
$74K +$23.1K +255 +51%
CAL
1434
Capital Advisors Ltd
Ohio
$73K
HCP
1435
Holt Capital Partners
Texas
$73K
HCM
1436
Horrell Capital Management
Arkansas
$73K
PCM
1437
Prelude Capital Management
New York
$71K -$1.95M -21,560 -97%
PMFA
1438
Plante Moran Financial Advisors
Michigan
$70K -$53.6K -592 -45%
WA
1439
Winfield Associates
Ohio
$68K
GAM
1440
Gemmer Asset Management
California
$68K +$63K +696 New
MWP
1441
MYCIO Wealth Partners
Pennsylvania
$66K -$12K -133 -16%
NYLT
1442
New York Life Trust
New York
$66K +$633 +7 +1%
EP
1443
Edinburgh Partners
United Kingdom
$65K
TCM
1444
Tradewinds Capital Management
Washington
$59K
PCTC
1445
Perkins Coie Trust Company
Washington
$56K
CFN
1446
Cordasco Financial Network
Florida
$54K +$49.8K +550 New
HR
1447
Howe & Rusling
New York
$52K -$25K -276 -34%
TFO
1448
Tarbox Family Office
California
$52K -$17.5K -193 -26%
GI
1449
Gradient Investments
Minnesota
$52K +$9.95K +110 +26%
TFA
1450
Transamerica Financial Advisors
Florida
$50K +$90 +1 +0.2%

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.