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1,084 hedge funds and large institutions have $14.3B invested in SLB Ltd in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 385 increasing their positions, 498 reducing their positions, and 341 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.22% less ownership

Funds ownership: 78.2%75.98% (-2.2%)

20% less funds holding

Funds holding: 1,3531,084 (-269)

23% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 498

54% less call options, than puts

Call options by funds: $203M | Put options by funds: $443M

59% less funds holding in top 10

Funds holding in top 10: 229 (-13)

67% less capital invested

Capital invested by funds: $43.5B → $14.3B (-$29.3B)

73% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 341

Holders
1,084
Holders Change
-269
Holders Change %
-19.88%
% of All Funds
23.89%
Holding in Top 10
9
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-59.09%
% of All Funds
0.2%
New
91
Increased
385
Reduced
498
Closed
341
Calls
$203M
Puts
$443M
Net Calls
-$240M
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
726
Triangle Securities Wealth Management
North Carolina
$206K +$6.95K +240 +2%
CCG
727
Ceeto Capital Group
Florida
$206K +$326K +11,252 +281%
OI
728
Oakbrook Investments
Illinois
$205K -$832K -28,766 -65%
BCWM
729
Bartlett & Co Wealth Management
Ohio
$204K -$560K -19,361 -57%
SW
730
SVB Wealth
Massachusetts
$204K -$587K -20,275 -57%
AWE
731
Avidian Wealth Enterprises
Texas
$204K +$27.3K +944 +7%
CCM
732
Covington Capital Management
California
$203K -$71.6K -2,475 -14%
IPW
733
Inlet Private Wealth
Florida
$201K -$20.3K -700 -4%
Lazard Asset Management
734
Lazard Asset Management
New York
$200K -$142K -4,900 -25%
TC
735
Telemus Capital
Michigan
$199K -$27.3K -945 -8%
MCM
736
MV Capital Management
Maryland
$199K +$134K +4,636 +46%
CHJWM
737
Carlton Hofferkamp & Jenks Wealth Management
Texas
$197K +$42K +1,450 +15%
EAM
738
Erste Asset Management
Austria
$196K -$421K -14,536 -50%
BCP
739
Berkeley Capital Partners
Georgia
$195K -$7.55K -261 -2%
FNBTCON
740
First National Bank & Trust Co of Newtown
Pennsylvania
$195K
BRWA
741
B. Riley Wealth Advisors
Florida
$195K +$60.8K +2,100 +17%
BC
742
Bartlett & Co
Ohio
$195K +$418K +14,462 New
LCP
743
Legacy Capital Partners
Wisconsin
$192K -$93.1K -3,218 -18%
EAM
744
Evanson Asset Management
California
$191K -$25.1K -866 -6%
BCM
745
Boltwood Capital Management
California
$191K +$229K +7,924 +127%
FFBTD
746
First Financial Bank - Trust Division
Ohio
$190K -$29.1K -1,005 -7%
ATC
747
Adirondack Trust Company
New York
$190K +$207K +7,160 +104%
MPM
748
Meritage Portfolio Management
Kansas
$188K
FMC
749
First Merchants Corp
Indiana
$187K -$39.2K -1,355 -9%
ANB
750
Amarillo National Bank
Texas
$186K -$5.35K -185 -1%

SLB Hedge Fund Activity: Q1 2020 in Review

1,084 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q1 2020, worth a combined $14.3B — down 67% from $43.5B a quarter earlier.

Sellers outnumbered buyers: 341 funds closed out of SLB and 91 opened new positions — a net loss of 250 holders — while 498 trimmed existing stakes and 385 added.

The largest buyer was Dodge & Cox, adding an estimated $953M. The largest seller was Capital International Investors, cutting an estimated $798M.

  • 1,084 institutional investors held SLB Ltd (SLB) as of Q1 2020, down from 1,353 in Q4 2019.
  • Funds reported $14.3B of SLB Ltd stock for Q1 2020, down 67% quarter-over-quarter.
  • 91 funds opened new SLB Ltd positions in Q1 2020 and 341 closed out, a net change of -250 holders.
  • The largest SLB Ltd buyer in Q1 2020 was Dodge & Cox, an estimated $953M added.
  • The largest SLB Ltd seller in Q1 2020 was Capital International Investors, an estimated $798M sold.

Based on aggregated 13F filings for Q1 2020.