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1,662 hedge funds and large institutions have $74.8B invested in SLB Ltd in 2017 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 475 increasing their positions, 815 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 122

6% more funds holding

Funds holding: 1,5741,662 (+88)

0.04% less ownership

Funds ownership: 80.15%80.11% (-0.04%)

4% less capital invested

Capital invested by funds: $77.7B → $74.8B (-$2.89B)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

42% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 815

42% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.87B

Holders
1,662
Holders Change
+88
Holders Change %
+5.59%
% of All Funds
37.69%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
227
Increased
475
Reduced
815
Closed
122
Calls
$1.08B
Puts
$1.87B
Net Calls
-$788M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1026
Holderness Investments Company
North Carolina
$992K +$23.1K +357 +2%
WOC
1027
West Oak Capital
California
$988K -$335K -5,168 -26%
PFS
1028
Physicians Financial Services
North Carolina
$988K -$57.3K -884 -6%
NHC
1029
Nicholas Hoffman & Company
Georgia
$988K +$547K +8,444 +136%
CFMC
1030
Curbstone Financial Management Corp
New Hampshire
$984K -$1.19M -18,300 -56%
SAM
1031
Strategy Asset Managers
California
$982K +$14.6K +225 +2%
FAB
1032
First American Bank
Illinois
$980K -$835K -12,882 -47%
HSA
1033
HBK Sorce Advisory
Pennsylvania
$974K -$271K -4,183 -22%
LAIC
1034
Lederer & Associates Investment Counsel
California
$973K -$30.1K -465 -3%
NCMW
1035
Northern Capital Management (Wisconsin)
Wisconsin
$972K +$934K +14,420 New
LCM
1036
Leisure Capital Management
California
$968K -$175K -2,707 -16%
AC
1037
Abbrea Capital
California
$967K -$362K -5,584 -28%
CM
1038
CoreCommodity Management
Connecticut
$964K +$50.8K +784 +6%
FIM
1039
Fruth Investment Management
Texas
$957K
CI
1040
Capital Innovations
Wisconsin
$955K -$50.2K -775 -5%
CPA
1041
Capital Planning Advisors
California
$955K +$222K +3,424 +32%
FWM
1042
Focused Wealth Management
New York
$954K +$306K +4,726 +50%
WA1
1043
Wimmer Associates 1
California
$953K -$601K -9,278 -40%
WAM
1044
Wealthspire Advisors (Maryland)
Maryland
$952K -$186K -2,877 -17%
MPM
1045
Meritage Portfolio Management
Kansas
$947K
SAM
1046
Steinberg Asset Management
New York
$940K +$904K +13,950 New
SFSG
1047
Stearns Financial Services Group
North Carolina
$935K -$69.1K -1,066 -7%
ANB
1048
Amarillo National Bank
Texas
$933K -$13.4K -207 -1%
TSWM
1049
Triangle Securities Wealth Management
North Carolina
$932K -$103K -1,596 -10%
MFW
1050
Meristem Family Wealth
Minnesota
$932K

SLB Hedge Fund Activity: Q4 2017 in Review

1,662 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2017, worth a combined $74.8B — down 3.7% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new SLB positions and 122 closed out — a net gain of 105 holders — while 475 added to existing stakes and 815 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $604M. The largest seller was Capital World Investors, cutting an estimated $2.25B.

  • 1,662 institutional investors held SLB Ltd (SLB) as of Q4 2017, up from 1,574 in Q3 2017.
  • Funds reported $74.8B of SLB Ltd stock for Q4 2017, down 3.7% quarter-over-quarter.
  • 227 funds opened new SLB Ltd positions in Q4 2017 and 122 closed out, a net change of +105 holders.
  • The largest SLB Ltd buyer in Q4 2017 was Wellington Management Group, an estimated $604M added.
  • The largest SLB Ltd seller in Q4 2017 was Capital World Investors, an estimated $2.25B sold.

Based on aggregated 13F filings for Q4 2017.