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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
SFSIG
1026
San Francisco Sentry Investment Group
California
$4K +$3.33K +115 +58%
AA
1027
Advisory Alpha
Michigan
$3.3K
OSAM
1028
O'Shaughnessy Asset Management
Connecticut
$3K -$60.5K -2,090 -90%
LWM
1029
Liberty Wealth Management
California
$3K -$1.65K -57 -20%
TIM
1030
Tortoise Investment Management
New York
$3K -$1.01K -35 -15%
CAL
1031
Capital Advisors Ltd
Ohio
$3K
CIAS
1032
CBIZ Investment Advisory Services
Ohio
$3K
CA
1033
Centerpoint Advisors
Massachusetts
$3K
FFW
1034
Fusion Family Wealth
New York
$3K
LFASL
1035
Lugano Financial Advisors SA (LFA)
Switzerland
$3K
PMFA
1036
Plante Moran Financial Advisors
Michigan
$3K
AWA
1037
Arkadios Wealth Advisors
Georgia
$2.95K -$1.07K -37 -14%
WPA
1038
West Paces Advisors
Georgia
$2.44K -$13.7K -474 -72%
IWP
1039
Insight Wealth Partners
Texas
$2K -$385K -13,300 -99%
AIC
1040
Archer Investment Corporation
Indiana
$2K -$313K -10,800 -98%
LWA
1041
Lenox Wealth Advisors
New York
$2K -$752 -26 -16%
ICOM
1042
Investment Counselors of Maryland
Maryland
$2K
JSC
1043
Jackson Square Capital
California
$2K
PAI
1044
Pittenger & Anderson Inc
Nebraska
$2K
IWP
1045
IAG Wealth Partners
Wisconsin
$2K +$58 +2 +1%
BAM
1046
Bellevue Asset Management
Washington
$2K +$2.89K +100 New
AP
1047
Arlington Partners
Alabama
$2K +$3.59K +124 New
GWMIA
1048
Global Wealth Management Investment Advisory
Florida
$2K +$3.79K +131 +262%
CFO
1049
CVA Family Office
Colorado
$2K +$4.78K +165 New
ANBT
1050
American National Bank & Trust
Texas
$2K +$4.8K +166 New

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.