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1,024 hedge funds and large institutions have $18.8B invested in SLB Ltd in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 331 increasing their positions, 485 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $14.3B → $18.8B (+$4.51B)

2.32% less ownership

Funds ownership: 75.98%73.66% (-2.3%)

6% less funds holding

Funds holding: 1,0841,024 (-60)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

31% less call options, than puts

Call options by funds: $315M | Put options by funds: $459M

32% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 485

33% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 138

Holders
1,024
Holders Change
-60
Holders Change %
-5.54%
% of All Funds
21%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
92
Increased
331
Reduced
485
Closed
138
Calls
$315M
Puts
$459M
Net Calls
-$144M
Net Calls Change
+$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$20K -$21.1K -1,203 -53%
VNA
902
Valley National Advisers
Pennsylvania
$20K -$6.57K -375 -26%
MPWT
903
MassMutual Private Wealth & Trust
Connecticut
$19K -$1.24M -70,621 -99%
BWM
904
BerganKDV Wealth Management
Minnesota
$19K -$7.94K -453 -31%
FCM
905
Firestone Capital Management
Florida
$19K -$6.13K -350 -25%
BWP
906
Baldwin Wealth Partners
Massachusetts
$19K
PB
907
Pinnacle Bancorp
Nebraska
$19K
AWM
908
Apollon Wealth Management
South Carolina
$19K +$17.9K +1,024 New
CFFP
909
Center for Financial Planning
Michigan
$18K -$53 -3 -0.3%
PCA
910
Providence Capital Advisors
North Carolina
$18K
EI
911
Ellevest Inc
New York
$18K +$10K +572 +139%
RCA
912
Reitz Capital Advisors
Michigan
$18K +$17.5K +1,000 New
CWC
913
Carolinas Wealth Consulting
North Carolina
$17K +$16K +912 New
OIA
914
Optimum Investment Advisors
Illinois
$16K -$6.87K -392 -31%
FCB
915
First Command Bank
Texas
$16K -$350 -20 -2%
FCFS
916
First Command Financial Services
Texas
$16K -$350 -20 -2%
TCM
917
Tradewinds Capital Management
Washington
$16K
CI
918
CX Institutional
Indiana
$16K +$6.25K +357 +71%
SLF
919
Sun Life Financial
Ontario, Canada
$15K -$79.2K -4,522 -85%
SAM
920
S.A. Mason
Michigan
$15K
SIS
921
Sound Income Strategies
Florida
$15K +$105 +6 +0.7%
FFC
922
First Financial Corp
Indiana
$15K +$350 +20 +3%
THWM
923
Taylor Hoffman Wealth Management
Virginia
$15K +$14K +800 New
AIC
924
Ayalon Insurance Company
Israel
$14K
PO
925
Private Ocean
California
$14K

SLB Hedge Fund Activity: Q2 2020 in Review

1,024 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2020, worth a combined $18.8B — up 32% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of SLB and 92 opened new positions — a net loss of 46 holders — while 485 trimmed existing stakes and 331 added.

The largest buyer was BlackRock, adding an estimated $59.2M. The largest seller was Franklin Resources, cutting an estimated $326M.

  • 1,024 institutional investors held SLB Ltd (SLB) as of Q2 2020, down from 1,084 in Q1 2020.
  • Funds reported $18.8B of SLB Ltd stock for Q2 2020, up 32% quarter-over-quarter.
  • 92 funds opened new SLB Ltd positions in Q2 2020 and 138 closed out, a net change of -46 holders.
  • The largest SLB Ltd buyer in Q2 2020 was BlackRock, an estimated $59.2M added.
  • The largest SLB Ltd seller in Q2 2020 was Franklin Resources, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2020.