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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
IRS
1551
Invictus RG (Singapore)
Singapore
$8K -$5.43K -59 -38%
LWA
1552
Lenox Wealth Advisors
New York
$8K +$3.68K +40 +77%
TJHA
1553
Thomas J. Herzfeld Advisors
Florida
$7K +$7.18K +78 New
CPIG
1554
Chicago Partners Investment Group
Illinois
$6K +$6.44K +70 New
NG
1555
NatWest Group
United Kingdom
$3.78K -$199K -2,168 -5%
PWM
1556
ParenteBeard Wealth Management
Pennsylvania
$3K -$326K -3,544 -93%
MIM
1557
Macroview Investment Management
Maryland
$3K -$5.98K -65 -66%
BRWA
1558
B. Riley Wealth Advisors
Florida
$2.83K +$244K +2,657 +50%
Winslow Capital Management
1559
Winslow Capital Management
Minnesota
$2K -$393M -4,270,377 -100%
SJIM
1560
St. Johns Investment Management
Florida
$2K
VAM
1561
Visionary Asset Management
Texas
$2K +$2.02K +22 New
BPM
1562
Bowling Portfolio Management
Ohio
$1.3K +$7.64K +83 +0.5%
NDSI
1563
Newman Dignan & Sheerar Inc
Rhode Island
$1.03K -$4.6K -50 -0.4%
SA
1564
SRH Advisors
Kansas
$1K
TCA
1565
Tortoise Capital Advisors
Kansas
$1K
WCM
1566
Wealthcare Capital Management
Virginia
$1K +$736 +8 New
FTC
1567
Farmers Trust Company
Ohio
$660 -$692K -7,526 -100%
MCM
1568
Marsico Capital Management
Colorado
-$427M -4,194,460 Closed
MAM
1569
Marketfield Asset Management
New York
-$225M -2,215,427 Closed
CCM
1570
Cornerstone Capital Management
Minnesota
-$86.6M -851,424 Closed
CM
1571
Churchill Management
California
-$71.7M -704,672 Closed
AM
1572
Appaloosa Management
Florida
-$60.9M -598,400 Closed
CI
1573
Cambiar Investors
Colorado
-$48.9M -480,635 Closed
NAM
1574
NorthCoast Asset Management
Connecticut
-$47.8M -470,462 Closed
Two Sigma Investments
1575
Two Sigma Investments
New York
-$35.7M -350,683 Closed

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.