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1,574 hedge funds and large institutions have $77.7B invested in SLB Ltd in 2017 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 608 increasing their positions, 736 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

6% more capital invested

Capital invested by funds: $73.2B → $77.7B (+$4.49B)

0.2% more ownership

Funds ownership: 79.94%80.15% (+0.2%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

1% less funds holding

Funds holding: 1,5961,574 (-22)

17% less repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 736

40% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.66B

Holders
1,574
Holders Change
-22
Holders Change %
-1.38%
% of All Funds
39.23%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
90
Increased
608
Reduced
736
Closed
96
Calls
$989M
Puts
$1.66B
Net Calls
-$671M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
1101
Cohen Klingenstein
New York
$767K
LRPA
1102
L. Roy Papp & Associates
Arizona
$764K -$39.7K -600 -5%
NPC
1103
National Planning Corporation
California
$760K +$68.4K +1,035 +10%
CAM
1104
Cubic Asset Management
Massachusetts
$757K -$28.1K -425 -4%
WA
1105
WealthTrust Axiom
Pennsylvania
$757K
FPCM
1106
Financial Partners Capital Management
New York
$752K +$713K +10,784 New
CPA
1107
Capital Planning Advisors
California
$750K +$91.2K +1,379 +15%
BCM
1108
Baltimore Capital Management
Maryland
$746K -$354K -5,350 -33%
JFGIW
1109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$746K -$158K -2,383 -18%
OC
1110
Oarsman Capital
Wisconsin
$741K +$25.5K +385 +4%
GC
1111
Garde Capital
Washington
$739K +$700K +10,587 New
DLHL
1112
Donald L. Hagan LLC
Florida
$736K -$35.1K -531 -5%
WSTAM
1113
Wilbanks Smith & Thomas Asset Management
Virginia
$733K -$63.2K -956 -8%
WAM
1114
Weatherly Asset Management
California
$732K -$19K -287 -3%
IC
1115
Investment Counsel
Michigan
$729K
TTWM
1116
TCV Trust & Wealth Management
Virginia
$727K -$6.61K -100 -1%
WTB
1117
Washington Trust Bank
Washington
$726K +$191K +2,890 +38%
ACM
1118
Avalon Capital Management
California
$711K +$674K +10,188 New
CIM
1119
CIM Investment Management
Pennsylvania
$710K -$30.7K -465 -4%
HC
1120
Hawkins Capital
Texas
$704K
Mirae Asset Global Investments
1121
Mirae Asset Global Investments
South Korea
$699K +$80.7K +1,220 +14%
SC
1122
Searle & Co
Connecticut
$698K
ASN
1123
Advisory Services Network
Georgia
$693K -$44.4K -671 -6%
SLAM
1124
Swiss Life Asset Management
$690K -$14.4M -217,570 -96%
WCM
1125
Wunderlich Capital Managemnt
Tennessee
$689K -$145K -2,187 -18%

SLB Hedge Fund Activity: Q3 2017 in Review

1,574 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2017, worth a combined $77.7B — up 6.1% from $73.2B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of SLB and 90 opened new positions — a net loss of 6 holders — while 736 trimmed existing stakes and 608 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $379M. The largest seller was Capital World Investors, cutting an estimated $1.17B.

  • 1,574 institutional investors held SLB Ltd (SLB) as of Q3 2017, down from 1,596 in Q2 2017.
  • Funds reported $77.7B of SLB Ltd stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 90 funds opened new SLB Ltd positions in Q3 2017 and 96 closed out, a net change of -6 holders.
  • The largest SLB Ltd buyer in Q3 2017 was Loomis, Sayles & Company, an estimated $379M added.
  • The largest SLB Ltd seller in Q3 2017 was Capital World Investors, an estimated $1.17B sold.

Based on aggregated 13F filings for Q3 2017.