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1,536 hedge funds and large institutions have $81B invested in SLB Ltd in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 675 increasing their positions, 604 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 604

0.49% less ownership

Funds ownership: 76.74%76.26% (-0.49%)

4% less capital invested

Capital invested by funds: $84.1B → $81B (-$3.08B)

2% less funds holding

Funds holding: 1,5701,536 (-34)

3% less funds holding in top 10

Funds holding in top 10: 7169 (-2)

15% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 102

36% less call options, than puts

Call options by funds: $923M | Put options by funds: $1.45B

Holders
1,536
Holders Change
-34
Holders Change %
-2.17%
% of All Funds
40.92%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.84%
New
87
Increased
675
Reduced
604
Closed
102
Calls
$923M
Puts
$1.45B
Net Calls
-$526M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1026
Raymond James Financial Services Advisors
Florida
$1.13M +$241K +2,900 +27%
EWM
1027
Edge Wealth Management
New York
$1.13M +$367K +4,405 +48%
AL
1028
AJO LP
Pennsylvania
$1.13M +$809K +9,720 +256%
SBWIC
1029
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.13M
PG
1030
Proffitt & Goodson
Tennessee
$1.11M +$3.33K +40 +0.3%
CAN
1031
Cetera Advisor Networks
California
$1.1M -$104K -1,245 -9%
OIA
1032
Optimum Investment Advisors
Illinois
$1.1M +$17.2K +207 +2%
CWM
1033
Confluence Wealth Management
Oregon
$1.1M +$735K +8,831 +202%
RMAM
1034
Raab & Moskowitz Asset Management
New Jersey
$1.1M +$73.8K +886 +7%
SFSIG
1035
San Francisco Sentry Investment Group
California
$1.09M
WCM
1036
Wunderlich Capital Managemnt
Tennessee
$1.08M +$35.5K +426 +3%
FBC
1037
Fairfield, Bush & Co
Connecticut
$1.08M -$40.4K -485 -4%
BIA
1038
Biondo Investment Advisors
Pennsylvania
$1.08M +$520K +6,250 +94%
I
1039
IberiaBank
Louisiana
$1.08M +$57.6K +692 +6%
Acadian Asset Management
1040
Acadian Asset Management
Massachusetts
$1.07M -$128K -1,534 -11%
HH
1041
Hilltop Holdings
Texas
$1.07M +$222K +2,672 +26%
TCM
1042
Texan Capital Management
Texas
$1.06M -$160K -1,923 -13%
CHAM
1043
Clear Harbor Asset Management
Connecticut
$1.06M -$10.4K -125 -1%
FUBT
1044
First United Bank & Trust
Maryland
$1.05M +$78.6K +944 +8%
NIM
1045
Needham Investment Management
New York
$1.04M
BEC
1046
Blue Edge Capital
Virginia
$1.04M +$555K +6,669 +115%
ICRM
1047
Insight Capital Research & Management
California
$1.03M -$25.1K -301 -2%
BA
1048
Birinyi Associates
Connecticut
$1.03M -$820K -9,854 -44%
AGM
1049
Alpine Global Management
New York
$1.03M -$1.6M -19,230 -61%
WIS
1050
Wright Investors Service
Connecticut
$1.02M +$198K +2,376 +24%

SLB Hedge Fund Activity: Q1 2015 in Review

1,536 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q1 2015, worth a combined $81B — down 3.7% from $84.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SLB and 87 opened new positions — a net loss of 15 holders — while 604 trimmed existing stakes and 675 added.

The largest buyer was Dodge & Cox, adding an estimated $868M. The largest seller was JP Morgan Chase, cutting an estimated $635M.

  • 1,536 institutional investors held SLB Ltd (SLB) as of Q1 2015, down from 1,570 in Q4 2014.
  • Funds reported $81B of SLB Ltd stock for Q1 2015, down 3.7% quarter-over-quarter.
  • 87 funds opened new SLB Ltd positions in Q1 2015 and 102 closed out, a net change of -15 holders.
  • The largest SLB Ltd buyer in Q1 2015 was Dodge & Cox, an estimated $868M added.
  • The largest SLB Ltd seller in Q1 2015 was JP Morgan Chase, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2015.