We are live on ! Find out more

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
SWP
1151
Stratos Wealth Partners
Ohio
-$1.39M -34,504 Closed
CFA
1152
Camarda Financial Advisors
Florida
-$1.38M -34,439 Closed
PGA
1153
Portland Global Advisors
Maine
-$1.34M -33,462 Closed
PTC
1154
Philadelphia Trust Company
Pennsylvania
-$1.33M -32,995 Closed
CFMC
1155
Curbstone Financial Management Corp
New Hampshire
-$1.24M -30,950 Closed
UF
1156
Univest Financial
Pennsylvania
-$2.57M -30,656 Closed
MCAI
1157
Members Capital Advisors Inc
Wisconsin
-$1.22M -30,366 Closed
MHP
1158
Manatuck Hill Partners
Connecticut
-$1.22M -30,300 Closed
SWM
1159
Strategic Wealth Management
Washington
-$1.22M -30,245 Closed
RC
1160
RBF Capital
California
-$1.21M -30,000 Closed
OAM
1161
Occidental Asset Management
California
-$1.2M -29,897 Closed
IIM
1162
Intact Investment Management
Quebec, Canada
-$1.13M -28,200 Closed
ECM
1163
ETrade Capital Management
Virginia
-$1.13M -28,023 Closed
CF
1164
Centaurus Financial
California
-$1.09M -27,036 Closed
FSA
1165
Franklin Street Advisors
North Carolina
-$1.05M -26,080 Closed
FNT
1166
First Nebraska Trust
Nebraska
-$1.02M -25,408 Closed
JWM
1167
Jupiter Wealth Management
Colorado
-$1M -25,345 Closed
LCM
1168
Logan Capital Management
Pennsylvania
-$1.02M -25,300 Closed
SS
1169
Simplicity Solutions
Minnesota
-$981K -24,425 Closed
JFA
1170
Johanson Financial Advisors
California
-$606K -24,383 Closed
MAM
1171
Mastrapasqua Asset Management
Tennessee
-$943K -23,447 Closed
WSTAM
1172
Wilbanks Smith & Thomas Asset Management
Virginia
-$936K -23,281 Closed
SIC
1173
Sigma Investment Counselors
Michigan
-$916K -22,774 Closed
CIA
1174
Cascade Investment Advisors
Oregon
-$909K -22,605 Closed
CIM
1175
CIM Investment Management
Pennsylvania
-$886K -22,039 Closed

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.