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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
EWA
976
Evolution Wealth Advisors
Florida
$4K +$3.96K +226 New
NG
977
NWK Group
California
$4K +$4.03K +230 New
HR
978
Howe & Rusling
New York
$4K +$4.12K +235 New
AIC
979
Archer Investment Corporation
Indiana
$3.31K
CAL
980
Capital Analysts LLC
Pennsylvania
$3K -$24.2K -1,383 -89%
CAC
981
Certified Advisory Corp
Florida
$3K -$2.44K -139 -45%
GWMIA
982
Global Wealth Management Investment Advisory
Florida
$3K -$543 -31 -17%
ANBT
983
American National Bank & Trust
Texas
$3K
CFO
984
CVA Family Office
Colorado
$3K
IWP
985
Insight Wealth Partners
Texas
$3K
LWA
986
Lenox Wealth Advisors
New York
$3K
PAI
987
Pittenger & Anderson Inc
Nebraska
$3K
RDWM
988
Red Door Wealth Management
Tennessee
$3K
IWP
989
IAG Wealth Partners
Wisconsin
$3K +$70 +4 +3%
WOC
990
West Oak Capital
California
$3K +$2.54K +145 New
WR
991
Watson Rebecca
$3K +$2.63K +150 New
KFS
992
Kelly Financial Services
Massachusetts
$2.24K
1IA
993
1834 Investment Advisors
Wisconsin
$2K
BAM
994
Bellevue Asset Management
Washington
$2K
JWA
995
JFS Wealth Advisors
Pennsylvania
$2K
LFASL
996
Lugano Financial Advisors SA (LFA)
Switzerland
$2K
MFT
997
Moisand Fitzgerald Tamayo
Florida
$2K +$1.75K +100 New
TJHA
998
Thomas J. Herzfeld Advisors
Florida
$2K +$1.8K +103 New
MWA
999
MFA Wealth Advisors
Pennsylvania
$1.84K +$1.75K +100 New
DSC
1000
Duncker Streett & Co
Missouri
$1K -$45.6K -2,604 -97%

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.