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1,574 hedge funds and large institutions have $77.7B invested in SLB Ltd in 2017 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 608 increasing their positions, 736 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

6% more capital invested

Capital invested by funds: $73.2B → $77.7B (+$4.49B)

0.2% more ownership

Funds ownership: 79.94%80.15% (+0.2%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

1% less funds holding

Funds holding: 1,5961,574 (-22)

17% less repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 736

40% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.66B

Holders
1,574
Holders Change
-22
Holders Change %
-1.38%
% of All Funds
39.23%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
90
Increased
608
Reduced
736
Closed
96
Calls
$989M
Puts
$1.66B
Net Calls
-$671M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
601
Chelsea Counsel Company
California
$4.25M -$186K -2,815 -4%
SFS
602
Strategic Financial Services
New York
$4.25M +$606K +9,165 +18%
CCM
603
Catawba Capital Management
Virginia
$4.25M +$20.9K +316 +0.5%
BCM
604
Brookmont Capital Management
Texas
$4.25M -$3.28M -49,615 -45%
OCA
605
Otter Creek Advisors
Florida
$4.21M +$3.99M +60,362 New
SC
606
Scotia Capital
Ontario, Canada
$4.21M +$706K +10,683 +22%
JGC
607
J. Goldman & Co
New York
$4.2M +$3.98M +60,262 New
AF
608
Ally Financial
Michigan
$4.19M
MWM
609
Merriman Wealth Management
Washington
$4.16M -$346K -5,235 -8%
Twin Tree Management
610
Twin Tree Management
Texas
$4.15M +$3.94M +59,552 New
EWA
611
Exencial Wealth Advisors
Oklahoma
$4.15M +$149K +2,257 +4%
TU
612
TDAM USA
Ontario, Canada
$4.13M -$1.18M -17,880 -23%
CCM
613
Condor Capital Management
New Jersey
$4.13M +$38.8K +587 +1%
WF
614
WealthTrust Fairport
Ohio
$4.11M -$3.64K -55 -0.1%
BCM
615
Bourgeon Capital Management
Connecticut
$4.1M +$81.6K +1,234 +2%
HFS
616
HL Financial Services
Kentucky
$4.05M -$921K -13,930 -19%
FM
617
Family Management
New York
$4.05M -$39.7K -600 -1%
EAM
618
EULAV Asset Management
Florida
$4.05M -$66.1K -1,000 -2%
GI
619
GAMCO Investors
Connecticut
$4.02M -$1.63M -24,680 -30%
LMGAM
620
Liberty Mutual Group Asset Management
Massachusetts
$4.01M -$2.07M -31,249 -35%
NLI
621
Nippon Life Insurance
Japan
$4.01M +$117K +1,765 +3%
BAAM
622
Baker Avenue Asset Management
California
$4M +$129K +1,952 +4%
PPCM
623
Pillar Pacific Capital Management
California
$4M -$15.9K -240 -0.4%
AA
624
Ancora Advisors
Ohio
$3.98M +$447K +6,762 +13%
N
625
Nuveen
North Carolina
$3.97M +$1.18M +17,802 +46%

SLB Hedge Fund Activity: Q3 2017 in Review

1,574 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2017, worth a combined $77.7B — up 6.1% from $73.2B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of SLB and 90 opened new positions — a net loss of 6 holders — while 736 trimmed existing stakes and 608 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $379M. The largest seller was Capital World Investors, cutting an estimated $1.17B.

  • 1,574 institutional investors held SLB Ltd (SLB) as of Q3 2017, down from 1,596 in Q2 2017.
  • Funds reported $77.7B of SLB Ltd stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 90 funds opened new SLB Ltd positions in Q3 2017 and 96 closed out, a net change of -6 holders.
  • The largest SLB Ltd buyer in Q3 2017 was Loomis, Sayles & Company, an estimated $379M added.
  • The largest SLB Ltd seller in Q3 2017 was Capital World Investors, an estimated $1.17B sold.

Based on aggregated 13F filings for Q3 2017.