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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
MCM
1176
Monarch Capital Management
Indiana
-$884K -21,989 Closed
LFA
1177
Legacy Financial Advisors
Kentucky
-$878K -21,842 Closed
FFS
1178
Founders Financial Securities
Maryland
-$855K -21,259 Closed
TF
1179
TIAA FSB
Florida
-$825K -20,527 Closed
SS
1180
Sunbelt Securities
Texas
-$817K -20,316 Closed
SFG
1181
SevenBridge Financial Group
Pennsylvania
-$771K -19,182 Closed
AMM
1182
American Money Management
California
-$767K -19,070 Closed
SLG
1183
Stanley-Laman Group
Pennsylvania
-$751K -18,693 Closed
HKAM
1184
Horizon Kinetics Asset Management
New York
-$725K -18,024 Closed
PSP
1185
Principal Street Partners
Tennessee
-$722K -17,961 Closed
MIAS
1186
Mason Investment Advisory Services
Virginia
-$715K -17,798 Closed
GVAG
1187
Great Valley Advisor Group
Delaware
-$697K -17,324 Closed
HJMC
1188
Hellman Jordan Management Company
Massachusetts
-$695K -17,280 Closed
PLFAM
1189
Pineno Levin & Ford Asset Management
Virginia
-$684K -17,020 Closed
ACP
1190
Ashfield Capital Partners
California
-$647K -16,100 Closed
HCA
1191
Horan Capital Advisors
Ohio
-$641K -15,937 Closed
GIM
1192
Guardian Investment Management
California
-$607K -15,100 Closed
FDCC
1193
Foster Dykema Cabot & Co
Massachusetts
-$598K -14,875 Closed
TCM
1194
Teza Capital Management
Illinois
-$590K -14,671 Closed
NIM
1195
Nicollet Investment Management
Minnesota
-$587 -14,591 Closed
FPS
1196
Fieldpoint Private Securities
Connecticut
-$565K -14,065 Closed
WI
1197
Wintrust Investments
Illinois
-$561K -13,965 Closed
ALAM
1198
Asahi Life Asset Management
Japan
-$561K -13,950 Closed
EGA
1199
E&G Advisors
Texas
-$557K -13,868 Closed
WKWM
1200
Walter & Keenan Wealth Management
Indiana
-$545K -13,550 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.