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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
RDWM
1051
Red Door Wealth Management
Tennessee
$2K +$5.64K +195 New
KFS
1052
Kelly Financial Services
Massachusetts
$1.65K
GFPC
1053
Global Financial Private Capital
Florida
$1K -$290K -10,027 -99%
PCTC
1054
Perkins Coie Trust Company
Washington
$1K -$11.3K -389 -81%
FNBOSM
1055
First National Bank of South Miami
Florida
$1K -$8.68K -300 -87%
WWM
1056
Willingdon Wealth Management
North Carolina
$1K -$3.7K -128 -54%
MF
1057
Manchester Financial
California
$1K -$3.39K -117 -68%
EWM
1058
EPG Wealth Management
Georgia
$1K -$2.29K -79 -56%
BCA
1059
Bray Capital Advisors
Florida
$1K -$1.01K -35 -41%
LF
1060
Lee Financial
Texas
$1K -$29 -1 -2%
1IA
1061
1834 Investment Advisors
Wisconsin
$1K
CHC
1062
City Holding Co
West Virginia
$1K
CA
1063
Crewe Advisors
Utah
$1K
ICM
1064
Islay Capital Management
Texas
$1K
JGIA
1065
Jackson Grant Investment Advisers
Connecticut
$1K
JWA
1066
JFS Wealth Advisors
Pennsylvania
$1K
SQA
1067
Simon Quick Advisors
New Jersey
$1K +$868 +30 New
IF
1068
Ironwood Financial
Arizona
$1K +$1.45K +50 New
NL
1069
NVWM LLC
Pennsylvania
$1K +$1.45K +50 New
PCMK
1070
Paragon Capital Management (Kansas)
Kansas
$1K +$1.45K +50 New
CWAF
1071
Core Wealth Advisors (Florida)
Florida
$1K +$1.85K +64 New
OAM
1072
Optimal Asset Management
California
$807 +$808K +27,931 +88%
TI
1073
tru Independence
Oregon
$664
FCH
1074
Freestone Capital Holdings
Washington
$364 +$781K +26,989 New
NL
1075
NWAM LLC
Washington
$290 +$20.8K +720 +3%

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.