We are live on ! Find out more

1,536 hedge funds and large institutions have $81B invested in SLB Ltd in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 675 increasing their positions, 604 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 604

0.49% less ownership

Funds ownership: 76.74%76.26% (-0.49%)

4% less capital invested

Capital invested by funds: $84.1B → $81B (-$3.08B)

2% less funds holding

Funds holding: 1,5701,536 (-34)

3% less funds holding in top 10

Funds holding in top 10: 7169 (-2)

15% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 102

36% less call options, than puts

Call options by funds: $923M | Put options by funds: $1.45B

Holders
1,536
Holders Change
-34
Holders Change %
-2.17%
% of All Funds
40.92%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.84%
New
87
Increased
675
Reduced
604
Closed
102
Calls
$923M
Puts
$1.45B
Net Calls
-$526M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
LD
1201
Lipe & Dalton
New York
$520K +$16.6K +200 +3%
WEC
1202
Winslow Evans & Crocker
Massachusetts
$519K -$44.1K -530 -8%
CS
1203
Comerica Securities
Michigan
$518K -$288K -3,462 -36%
KA
1204
Kovack Advisors
Florida
$518K +$517K +6,213 New
BLAM
1205
Bourne Lent Asset Management
New York
$513K +$512K +6,150 New
S
1206
SignatureFD
Georgia
$512K +$13K +156 +3%
BCM
1207
Bluefin Capital Management
New York
$510K -$1.73M -20,840 -77%
AMM
1208
American Money Management
California
$510K -$3.33K -40 -0.7%
BRWA
1209
B. Riley Wealth Advisors
Florida
$507K -$159K -1,907 -24%
FWM
1210
Frontier Wealth Management
Missouri
$506K -$289K -3,476 -36%
MME
1211
Meag Munich Ergo
Germany
$505K -$2.95M -35,384 -86%
SI
1212
Scout Investments
Missouri
$503K -$201K -2,418 -29%
MBT
1213
Montecito Bank & Trust
California
$501K -$42.8K -514 -8%
BW
1214
Bison Wealth
Georgia
$501K +$102K +1,229 +26%
HB
1215
Homrich & Berg
Georgia
$494K +$95.7K +1,149 +24%
CCA
1216
Checchi Capital Advisers
California
$494K +$105K +1,258 +27%
Tudor Investment Corp
1217
Tudor Investment Corp
Connecticut
$491K -$2.13M -25,616 -81%
BSW
1218
Buckingham Strategic Wealth
Missouri
$491K -$89.3K -1,073 -15%
ATC
1219
Adirondack Trust Company
New York
$485K +$40.8K +490 +9%
SCM
1220
Sterneck Capital Management
Missouri
$484K
SFG
1221
SNS Financial Group
Minnesota
$481K +$35.5K +427 +8%
HHGA
1222
Halbert Hargrove Global Advisors
California
$480K +$232K +2,783 +94%
HWA
1223
Heritage Wealth Advisors
Virginia
$477K +$39.1K +470 +9%
SCA
1224
Salient Capital Advisors
Texas
$476K +$66.1K +794 +16%
IAM
1225
ICM Asset Management
Washington
$473K -$31.6K -380 -6%

SLB Hedge Fund Activity: Q1 2015 in Review

1,536 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q1 2015, worth a combined $81B — down 3.7% from $84.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SLB and 87 opened new positions — a net loss of 15 holders — while 604 trimmed existing stakes and 675 added.

The largest buyer was Dodge & Cox, adding an estimated $868M. The largest seller was JP Morgan Chase, cutting an estimated $635M.

  • 1,536 institutional investors held SLB Ltd (SLB) as of Q1 2015, down from 1,570 in Q4 2014.
  • Funds reported $81B of SLB Ltd stock for Q1 2015, down 3.7% quarter-over-quarter.
  • 87 funds opened new SLB Ltd positions in Q1 2015 and 102 closed out, a net change of -15 holders.
  • The largest SLB Ltd buyer in Q1 2015 was Dodge & Cox, an estimated $868M added.
  • The largest SLB Ltd seller in Q1 2015 was JP Morgan Chase, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2015.