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1,633 hedge funds and large institutions have $73.8B invested in SLB Ltd in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 639 increasing their positions, 719 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $71.4B → $73.8B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.06% less ownership

Funds ownership: 79.58%79.52% (-0.06%)

2% less funds holding

Funds holding: 1,6711,633 (-38)

11% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 719

25% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 106

45% less call options, than puts

Call options by funds: $683M | Put options by funds: $1.25B

Holders
1,633
Holders Change
-38
Holders Change %
-2.27%
% of All Funds
37.39%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
80
Increased
639
Reduced
719
Closed
106
Calls
$683M
Puts
$1.25B
Net Calls
-$565M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1026
Eagle Global Advisors
Texas
$934K
LAIC
1027
Lederer & Associates Investment Counsel
California
$931K -$30K -437 -3%
MPM
1028
Meritage Portfolio Management
Kansas
$931K
TSWM
1029
Triangle Securities Wealth Management
North Carolina
$927K -$18.2K -265 -2%
EAM
1030
Evanson Asset Management
California
$926K -$549 -8 -0.1%
PIM
1031
Penobscot Investment Management
Massachusetts
$925K -$489K -7,127 -34%
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$922K -$4.46K -65 -0.5%
EF
1033
Exeter Financial
Arizona
$919K +$1.72K +25 +0.2%
FBT
1034
First Bankers Trust
Kentucky
$918K -$3.43K -50 -0.4%
FUBT
1035
First United Bank & Trust
Maryland
$912K +$151K +2,205 +19%
JT
1036
Jump Trading
Illinois
$910K +$565K +8,236 +154%
FPS
1037
Fieldpoint Private Securities
Connecticut
$904K
SFSG
1038
Stearns Financial Services Group
North Carolina
$902K -$23.9K -348 -3%
II
1039
Inspire Investing
Idaho
$899K +$921K +13,409 New
NEI
1040
Northwest & Ethical Investments
Ontario, Canada
$898K -$163K -2,380 -15%
PCAP
1041
Pratt Collard Advisory Partners
New York
$898K -$1.72K -25 -0.2%
WB
1042
Wilks Brothers
Texas
$898K +$920K +13,400 New
NB
1043
Nicolet Bankshares
Wisconsin
$893K -$17.4K -254 -2%
HSA
1044
HBK Sorce Advisory
Pennsylvania
$886K -$47.3K -689 -5%
RCAG
1045
Rehmann Capital Advisory Group
Michigan
$886K +$517K +7,528 +132%
BFM
1046
Boston Financial Management
Massachusetts
$885K +$12.4K +180 +1%
RMCM
1047
Reynders McVeigh Capital Management
Massachusetts
$879K +$23.3K +339 +3%
LJHT
1048
Laurie J. Hall Trustee
$875K +$343 +5 +0%
MYIA
1049
Mount Yale Investment Advisors
Colorado
$872K -$74.5K -1,085 -8%
GIA
1050
GHP Investment Advisors
Colorado
$870K +$1.85K +27 +0.2%

SLB Hedge Fund Activity: Q2 2018 in Review

1,633 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2018, worth a combined $73.8B — up 3.3% from $71.4B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of SLB and 80 opened new positions — a net loss of 26 holders — while 719 trimmed existing stakes and 639 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $1.04B. The largest seller was Capital World Investors, cutting an estimated $705M.

  • 1,633 institutional investors held SLB Ltd (SLB) as of Q2 2018, down from 1,671 in Q1 2018.
  • Funds reported $73.8B of SLB Ltd stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 80 funds opened new SLB Ltd positions in Q2 2018 and 106 closed out, a net change of -26 holders.
  • The largest SLB Ltd buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.04B added.
  • The largest SLB Ltd seller in Q2 2018 was Capital World Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q2 2018.