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1,568 hedge funds and large institutions have $84.1B invested in SLB Ltd in 2014 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 663 increasing their positions, 601 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 102

10% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 601

3% more funds holding

Funds holding: 1,5201,568 (+48)

0.82% less ownership

Funds ownership: 77.56%76.74% (-0.82%)

18% less capital invested

Capital invested by funds: $102B → $84.1B (-$18.1B)

23% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.81B

51% less funds holding in top 10

Funds holding in top 10: 14471 (-73)

Holders
1,568
Holders Change
+48
Holders Change %
+3.16%
% of All Funds
41.82%
Holding in Top 10
71
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-50.69%
% of All Funds
1.89%
New
164
Increased
663
Reduced
601
Closed
102
Calls
$1.4B
Puts
$1.81B
Net Calls
-$410M
Net Calls Change
-$980M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1501
Gemmer Asset Management
California
$74K +$6.62K +72 +9%
PCTC
1502
Perkins Coie Trust Company
Washington
$72K -$12.3K -134 -14%
IC
1503
Intersect Capital
California
$72K +$77.3K +840 New
CPA
1504
Cowen Prime Advisors
New York
$71K
IMS
1505
Index Management Solutions
Pennsylvania
$70K +$40.8K +444 +117%
FNBSF
1506
First National Bank Sioux Falls
South Dakota
$68K
HCM
1507
Horrell Capital Management
Arkansas
$64K
WA
1508
Winfield Associates
Ohio
$60K
MFBTD
1509
MB Financial Bank - Trust Department
Illinois
$57K -$335K -3,639 -85%
EP
1510
Edinburgh Partners
United Kingdom
$57K
WOC
1511
West Oak Capital
California
$56.2K +$24.1K +262 +66%
TCM
1512
Tradewinds Capital Management
Washington
$56K +$1.84K +20 +3%
SCP
1513
Syntal Capital Partners
Texas
$54K
CAL
1514
Capital Advisors Ltd
Ohio
$53K -$4.97K -54 -8%
AIM
1515
Advantage Investment Management
Iowa
$52K +$56.5K +614 New
TFO
1516
Tarbox Family Office
California
$48K -$1.66K -18 -3%
CFN
1517
Cordasco Financial Network
Florida
$47K
MCM
1518
MV Capital Management
Maryland
$43K +$46K +500 New
NC
1519
NewSquare Capital
Pennsylvania
$42K
CP
1520
Corbenic Partners
Pennsylvania
$42K +$5.06K +55 +13%
EAMA
1521
EFG Asset Management (Americas)
Florida
$41K +$44.2K +480 New
KA
1522
Klingman & Associates
New York
$40K +$43.9K +477 New
HI
1523
Hudock Inc
Pennsylvania
$39K +$92 +1 +0.2%
DOA
1524
D'Orazio & Associates
Virginia
$38K
AA
1525
Apriem Advisors
California
$38K +$17.2K +187 +71%

SLB Hedge Fund Activity: Q4 2014 in Review

1,568 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2014, worth a combined $84.1B — down 18% from $102B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SLB positions and 102 closed out — a net gain of 62 holders — while 663 added to existing stakes and 601 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $960M. The largest seller was Fidelity Investments, cutting an estimated $685M.

  • 1,568 institutional investors held SLB Ltd (SLB) as of Q4 2014, up from 1,520 in Q3 2014.
  • Funds reported $84.1B of SLB Ltd stock for Q4 2014, down 18% quarter-over-quarter.
  • 164 funds opened new SLB Ltd positions in Q4 2014 and 102 closed out, a net change of +62 holders.
  • The largest SLB Ltd buyer in Q4 2014 was Dodge & Cox, an estimated $960M added.
  • The largest SLB Ltd seller in Q4 2014 was Fidelity Investments, an estimated $685M sold.

Based on aggregated 13F filings for Q4 2014.