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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
BL
876
Balentine LLC
Georgia
$66K +$86.7K +2,995 +156%
FWM
877
Focused Wealth Management
New York
$64K -$109K -3,759 -44%
QCG
878
Quadrant Capital Group
Ohio
$57K -$174K -6,027 -60%
AIC
879
Ameritas Investment Company
Nebraska
$57K +$98.4K +3,402 +527%
PFBT
880
Parkside Financial Bank & Trust
Missouri
$56K +$3.33K +115 +3%
HIA
881
Harbor Investment Advisory
Maryland
$56K +$48.6K +1,678 +68%
QAM
882
QCI Asset Management
New York
$54K -$12.4M -428,922 -99%
BG
883
Bollard Group
Massachusetts
$54K
OC
884
Oakworth Capital
Alabama
$53K -$10.2K -353 -8%
NB
885
Nicolet Bankshares
Wisconsin
$52K -$225K -7,791 -67%
Barrow, Hanley, Mewhinney & Strauss
886
Barrow, Hanley, Mewhinney & Strauss
Texas
$50K -$234M -8,088,585 -100%
HFA
887
HC Financial Advisors
California
$50K +$106K +3,678 New
IA
888
IndexIQ Advisors
New York
$49K -$38.1K -1,315 -27%
FRA
889
Front Row Advisors
California
$48K
CIA
890
CSat Investment Advisory
Michigan
$46K -$6.39K -221 -6%
RWA
891
Ropes Wealth Advisors
Massachusetts
$45K -$158K -5,469 -62%
NFG
892
Next Financial Group
Texas
$44K -$322K -11,113 -77%
EWM
893
Edge Wealth Management
New York
$43K -$10.3K -357 -10%
AF
894
Arrow Financial
New York
$43K -$579 -20 -0.6%
EFSCE
895
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$21.9K -757 -20%
ACM
896
AUA Capital Management
Pennsylvania
$41K
VCP
897
Verus Capital Partners
Arizona
$40K +$29.3K +1,012 +53%
FMTCOCP
898
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K
AssetMark Inc
899
AssetMark Inc
California
$39K +$6.8K +235 +9%
IUHSA
900
Itau Unibanco Holding S.A.
Brazil
$39K +$84K +2,904 New

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.