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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
IMS
1451
Index Management Solutions
Pennsylvania
$49K -$14.2K -157 -24%
HI
1452
Hudock Inc
Pennsylvania
$45K
NC
1453
NewSquare Capital
Pennsylvania
$45K
DOA
1454
D'Orazio & Associates
Virginia
$44K
CP
1455
Corbenic Partners
Pennsylvania
$43K
PAS
1456
Partnervest Advisory Services
California
$41K +$1.27K +14 +3%
MUMSS
1457
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K +$8.14K +90 +28%
WOC
1458
West Oak Capital
California
$38.6K
CAW
1459
Cornerstone Advisors (Washington)
Washington
$38K +$35K +387 New
BCMIO
1460
Beacon Capital Management Inc (Ohio)
Ohio
$37K +$271 +3 +0.8%
JFA
1461
JNBA Financial Advisors
Minnesota
$35K
LFR
1462
Lehman Financial Resources
Pennsylvania
$34K
BRWM
1463
B. Riley Wealth Management
Tennessee
$34K +$31.7K +350 New
PFA
1464
Paradigm Financial Advisors
Missouri
$32K -$50.1K -554 -63%
AA
1465
Apriem Advisors
California
$29K -$18.1K -200 -40%
RA
1466
Royce & Associates
New York
$28K
GXMC
1467
Global X Management Company
New York
$26K -$7.87K -87 -25%
OFS
1468
Orrstown Financial Services
Pennsylvania
$20K
PR
1469
Payden & Rygel
California
$20K
JIR
1470
James Investment Research
Ohio
$20K +$12.1K +134 +203%
RIA
1471
Regal Investment Advisors
Michigan
$16K +$452 +5 +3%
ICOM
1472
Investment Counselors of Maryland
Maryland
$13K
ACM
1473
Antonetti Capital Management
Florida
$12K
MIM
1474
Macroview Investment Management
Maryland
$12K +$10.9K +120 New
FBT
1475
Founders Bank & Trust
Michigan
$11K

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.