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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
HI
1001
Hudock Inc
Pennsylvania
$7K -$5.79K -200 -27%
TFO
1002
Tarbox Family Office
California
$7K -$2.98K -103 -18%
FPB
1003
First PREMIER Bank
South Dakota
$7K
MCA
1004
Mercer Capital Advisers
New Jersey
$7K
LB
1005
Legacy Bridge
Iowa
$7K +$4.11K +142 +37%
CI
1006
CX Institutional
Indiana
$7K +$6.77K +234 +86%
BCM
1007
Brooktree Capital Management
Michigan
$7K +$14.5K +500 New
KFI
1008
Key Financial Inc
Pennsylvania
$7K +$14.5K +500 New
FP
1009
Financial Perspectives
Minnesota
$6.98K +$29 +1 +0.2%
FCA
1010
FinTrust Capital Advisors
South Carolina
$6K -$23.7K -820 -65%
TL
1011
TrueWealth LLC
Georgia
$6K
TFGT
1012
TS Financial Group (TSFG)
Illinois
$6K +$579 +20 +5%
EI
1013
Ellevest Inc
New York
$6K +$11.9K +411 New
GAM
1014
Gemmer Asset Management
California
$5K -$8.8K -304 -44%
WCM
1015
Wealthcare Capital Management
Virginia
$5K -$2.75K -95 -20%
1832 Asset Management
1016
1832 Asset Management
Ontario, Canada
$5K
BCM
1017
Bourgeon Capital Management
Connecticut
$5K
WQ
1018
Wealth Quarterback
New Jersey
$4.55K -$656K -22,655 -99%
CCM
1019
Cribstone Capital Management
Maine
$4K -$6.37K -220 -44%
WAP
1020
Wealthcare Advisory Partners
Pennsylvania
$4K -$3.5K -121 -29%
CBT
1021
Central Bank & Trust
Kentucky
$4K
GSC
1022
G&S Capital
Colorado
$4K
CAC
1023
Certified Advisory Corp
Florida
$4K +$87 +3 +1%
SWM
1024
Sugarloaf Wealth Management
Georgia
$4K +$2.49K +86 +38%
LWA
1025
Lowe Wealth Advisors
Maryland
$4K +$2.89K +100 +61%

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.