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1,633 hedge funds and large institutions have $73.8B invested in SLB Ltd in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 639 increasing their positions, 719 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $71.4B → $73.8B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.06% less ownership

Funds ownership: 79.58%79.52% (-0.06%)

2% less funds holding

Funds holding: 1,6711,633 (-38)

11% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 719

25% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 106

45% less call options, than puts

Call options by funds: $683M | Put options by funds: $1.25B

Holders
1,633
Holders Change
-38
Holders Change %
-2.27%
% of All Funds
37.39%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
80
Increased
639
Reduced
719
Closed
106
Calls
$683M
Puts
$1.25B
Net Calls
-$565M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$6.65M +$808K +11,770 +13%
CG
477
Colony Group
Massachusetts
$6.62M -$124K -1,799 -2%
BS
478
Banco Santander
Spain
$6.55M +$922K +13,422 +16%
MHIC
479
Marble Harbor Investment Counsel
Massachusetts
$6.53M -$279K -4,065 -4%
KCM
480
Kempner Capital Management
Texas
$6.48M -$2.2K -32 -0%
EWM
481
Endurance Wealth Management
Rhode Island
$6.46M +$177K +2,580 +3%
AAM
482
Advisors Asset Management
Colorado
$6.44M +$430K +6,268 +7%
OWD
483
Osborn Williams & Donohoe
Ohio
$6.42M +$16.1K +235 +0.2%
SFWA
484
Summit Financial Wealth Advisors
Louisiana
$6.4M -$68.7K -1,000 -1%
EVM
485
Evelyn V. Moreno
$6.39M +$362K +5,275 +6%
FBB
486
Fulton Breakefield Broenniman
Maryland
$6.36M +$56K +816 +0.9%
V
487
Veritable
Delaware
$6.32M +$85.5K +1,245 +1%
RBA
488
Richard Bernstein Advisors
New York
$6.29M +$470K +6,845 +8%
TRIM
489
Thompson Rubinstein Investment Management
Oregon
$6.29M +$4.46K +65 +0.1%
NLGIA
490
Nippon Life Global Investors Americas
New York
$6.29M +$371K +5,400 +6%
GJIC
491
Gamble Jones Investment Counsel
California
$6.25M -$170K -2,480 -3%
TTWM
492
TCV Trust & Wealth Management
Virginia
$6.25M +$5.64M +82,149 +745%
DWT
493
Dorsey & Whitney Trust
South Dakota
$6.22M +$42K +612 +0.7%
SIM
494
Sentry Investment Management
Wisconsin
$6.21M -$659K -9,592 -9%
GCM
495
Grisanti Capital Management
New York
$6.2M +$908K +13,223 +17%
VFM
496
Viking Fund Management
North Dakota
$6.15M -$2.06M -30,000 -25%
LSA
497
L & S Advisors
California
$6.11M +$4.88M +71,044 +353%
AC
498
Argentiere Capital
Switzerland
$6.03M +$6.18M +90,000 New
WAM
499
World Asset Management
Michigan
$6.01M +$143K +2,076 +2%
BAPIM
500
British Airways Pensions Investment Management
United Kingdom
$5.98M +$50.1K +730 +0.8%

SLB Hedge Fund Activity: Q2 2018 in Review

1,633 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2018, worth a combined $73.8B — up 3.3% from $71.4B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of SLB and 80 opened new positions — a net loss of 26 holders — while 719 trimmed existing stakes and 639 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $1.04B. The largest seller was Capital World Investors, cutting an estimated $705M.

  • 1,633 institutional investors held SLB Ltd (SLB) as of Q2 2018, down from 1,671 in Q1 2018.
  • Funds reported $73.8B of SLB Ltd stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 80 funds opened new SLB Ltd positions in Q2 2018 and 106 closed out, a net change of -26 holders.
  • The largest SLB Ltd buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.04B added.
  • The largest SLB Ltd seller in Q2 2018 was Capital World Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q2 2018.