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1,662 hedge funds and large institutions have $74.8B invested in SLB Ltd in 2017 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 475 increasing their positions, 815 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 122

6% more funds holding

Funds holding: 1,5741,662 (+88)

0.04% less ownership

Funds ownership: 80.15%80.11% (-0.04%)

4% less capital invested

Capital invested by funds: $77.7B → $74.8B (-$2.89B)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

42% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 815

42% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.87B

Holders
1,662
Holders Change
+88
Holders Change %
+5.59%
% of All Funds
37.69%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
227
Increased
475
Reduced
815
Closed
122
Calls
$1.08B
Puts
$1.87B
Net Calls
-$788M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1176
B. Riley Wealth Advisors
Florida
$600K -$15.4K -237 -3%
VFA
1177
Valeo Financial Advisors
Indiana
$599K +$191K +2,941 +49%
MHS
1178
M Holdings Securities
Oregon
$592K -$65 -1 -0%
EF
1179
Exeter Financial
Arizona
$591K +$569K +8,775 New
AB
1180
Atlas Brown
Kentucky
$590K -$1.75K -27 -0.4%
PAM
1181
Premier Asset Management
Illinois
$590K
LWAC
1182
Laurel Wealth Advisors (California)
California
$590K +$69.7K +1,075 +14%
FMB
1183
Field & Main Bank
Kentucky
$588K +$565K +8,723 New
IP
1184
Intellectus Partners
California
$581K +$105K +1,623 +23%
PFT
1185
Providence First Trust
Arizona
$580K -$32.4K -500 -5%
PC
1186
Palo Capital
California
$578K -$1.94M -29,892 -78%
WSTAM
1187
Wilbanks Smith & Thomas Asset Management
Virginia
$576K -$127K -1,960 -19%
NP
1188
Ninepoint Partners
Ontario, Canada
$573K +$194K +3,000 +55%
RC
1189
Roundview Capital
New Jersey
$569K -$806K -12,440 -60%
CHJWM
1190
Carlton Hofferkamp & Jenks Wealth Management
Texas
$569K -$387K -5,979 -41%
IDBONY
1191
Israel Discount Bank of New York
New York
$568K -$7.78K -120 -1%
WI
1192
Wintrust Investments
Illinois
$566K -$19.8K -305 -4%
LA
1193
Lynch & Associates
Indiana
$559K -$395K -6,100 -42%
SFM
1194
Systematic Financial Management
New Jersey
$559K
CB
1195
CNB Bank
Pennsylvania
$557K +$535K +8,252 New
LC
1196
LCNB Corp
Ohio
$556K -$7.39K -114 -1%
SC
1197
Schulhoff & Co
Ohio
$554K +$259 +4 +0%
AF
1198
Aldebaran Financial
$546K -$19.4K -300 -4%
HAIM
1199
Hunter Associates Investment Management
Pennsylvania
$546K +$48.3K +745 +10%
AF
1200
Arrow Financial
New York
$543K -$205K -3,161 -28%

SLB Hedge Fund Activity: Q4 2017 in Review

1,662 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2017, worth a combined $74.8B — down 3.7% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new SLB positions and 122 closed out — a net gain of 105 holders — while 475 added to existing stakes and 815 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $604M. The largest seller was Capital World Investors, cutting an estimated $2.25B.

  • 1,662 institutional investors held SLB Ltd (SLB) as of Q4 2017, up from 1,574 in Q3 2017.
  • Funds reported $74.8B of SLB Ltd stock for Q4 2017, down 3.7% quarter-over-quarter.
  • 227 funds opened new SLB Ltd positions in Q4 2017 and 122 closed out, a net change of +105 holders.
  • The largest SLB Ltd buyer in Q4 2017 was Wellington Management Group, an estimated $604M added.
  • The largest SLB Ltd seller in Q4 2017 was Capital World Investors, an estimated $2.25B sold.

Based on aggregated 13F filings for Q4 2017.