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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
HT
851
Heritage Trust
Oklahoma
$1.61M +$36.3K +529 +2%
CA
852
Clearstead Advisors
Ohio
$1.6M -$159K -2,321 -9%
ARTA
853
A.R.T. Advisors
New York
$1.58M -$44.7K -651 -3%
ATIA
854
American Trust Investment Advisors
New Hampshire
$1.57M -$34.3K -499 -2%
HIC
855
Harvey Investment Company
Kentucky
$1.57M -$12.8K -187 -0.8%
CBU
856
CIBC Bank USA
Illinois
$1.56M -$67K -976 -4%
AWM
857
Avior Wealth Management
Nebraska
$1.56M -$262K -3,816 -14%
MML Investors Services
858
MML Investors Services
Massachusetts
$1.54M +$151K +2,198 +11%
LWCFA
859
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M -$70.4K -1,025 -4%
AW
860
ACG Wealth
Georgia
$1.54M -$106K -1,547 -6%
KFS
861
Kurt F. Somerville
$1.53M +$149K +2,168 +10%
CDH
862
Charles D. Hyman
$1.53M
PWAP
863
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M -$94.6K -1,378 -6%
GT
864
Glenview Trust
Kentucky
$1.52M -$25.3K -368 -2%
AP
865
Advisor Partners
California
$1.51M -$124K -1,804 -7%
HPCM
866
High Pointe Capital Management
Illinois
$1.5M +$123K +1,790 +9%
CWM
867
Concentric Wealth Management
California
$1.5M +$11K +160 +0.7%
ISL
868
Ingalls & Snyder LLC
New York
$1.5M -$59.4K -865 -4%
FAM
869
Fred Alger Management
New York
$1.5M -$27.2K -396 -2%
BKA
870
Brick & Kyle Associates
Pennsylvania
$1.5M -$23.3K -340 -2%
ST
871
Smithfield Trust
Pennsylvania
$1.49M -$26.1K -380 -2%
JWBC
872
J.W. Burns & Co
New York
$1.49M -$221K -3,212 -13%
PAM
873
Peninsula Asset Management
Florida
$1.49M +$5.15K +75 +0.3%
SC
874
Sawyer & Company
Massachusetts
$1.48M -$17.2K -250 -1%
Simplex Trading
875
Simplex Trading
Illinois
$1.46M -$10.1M -146,478 -87%

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.