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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
CA
1526
Cambridge Associates
Massachusetts
-$740K -8,216 Closed
BCM
1527
BBT Capital Management
Texas
-$645K -7,162 Closed
AWE
1528
Avidian Wealth Enterprises
Texas
-$622K -6,633 Closed
WA
1529
Waverly Advisors
Alabama
-$452K -5,014 Closed
SH
1530
Scepter Holdings
Texas
-$451K -5,000 Closed
UMA
1531
USA Mutuals Advisors
Texas
-$451K -5,000 Closed
FAM
1532
Formidable Asset Management
Ohio
-$437K -4,880 Closed
SCM
1533
Schnieders Capital Management
California
-$418K -4,640 Closed
SFG
1534
SNS Financial Group
Minnesota
-$403K -4,471 Closed
B
1535
Bailard
California
-$369K -4,100 Closed
TAM
1536
TPH Asset Management
Texas
-$355K -3,940 Closed
GCP
1537
GSA Capital Partners
United Kingdom
-$338K -3,755 Closed
BPGAM
1538
BTG Pactual Global Asset Management
Bermuda
-$306K -3,400 Closed
CCM
1539
Carlson Capital Management
Minnesota
-$298K -3,306 Closed
IG
1540
Ithaka Group
Virginia
-$240K -2,660 Closed
AWS
1541
Aris Wealth Services
Pennsylvania
-$238K -2,639 Closed
BO
1542
Bank OZK
Arkansas
-$216K -2,400 Closed
BSB
1543
Bangor Savings Bank
Maine
-$204K -2,268 Closed
WCM
1544
Westend Capital Management
California
-$104K -1,150 Closed
WCMN
1545
Westchester Capital Management (Nebraska)
Nebraska
-$27K -300 Closed
SMG
1546
Spectrum Management Group
Indiana
-$18K -200 Closed
EWM
1547
Elite Wealth Management
Washington
-$5K -54 Closed
MA
1548
MCF Advisors
Kentucky
-$4K -41 Closed
SHWM
1549
Smith & Howard Wealth Management
Georgia
-$3K -30 Closed

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.