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1,633 hedge funds and large institutions have $73.8B invested in SLB Ltd in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 639 increasing their positions, 719 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $71.4B → $73.8B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.06% less ownership

Funds ownership: 79.58%79.52% (-0.06%)

2% less funds holding

Funds holding: 1,6711,633 (-38)

11% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 719

25% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 106

45% less call options, than puts

Call options by funds: $683M | Put options by funds: $1.25B

Holders
1,633
Holders Change
-38
Holders Change %
-2.27%
% of All Funds
37.39%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
80
Increased
639
Reduced
719
Closed
106
Calls
$683M
Puts
$1.25B
Net Calls
-$565M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1226
Dakota Wealth Management
Florida
$440K +$451K +6,563 New
SS
1227
Sunbelt Securities
Texas
$439K +$183K +2,658 +68%
CFG
1228
Citizens Financial Group
Rhode Island
$433K -$38.6K -562 -8%
BWM
1229
BigSur Wealth Management
Florida
$425K +$68.7K +1,000 +19%
ARMT
1230
Amica Retiree Medical Trust
Rhode Island
$421K +$99K +1,442 +30%
PL
1231
Parkwood LLC
Ohio
$417K +$427K +6,224 New
LA
1232
Lau Associates
Delaware
$415K
DWM
1233
Dorchester Wealth Management
Quebec, Canada
$414K -$5.15K -75 -1%
OC
1234
Oakworth Capital
Alabama
$413K +$10.3K +150 +2%
ST
1235
Sentinel Trust
Texas
$412K -$10.3K -150 -2%
AF
1236
Aldebaran Financial
$409K -$137K -2,000 -25%
KTC
1237
Kistler-Tiffany Companies
Pennsylvania
$409K -$59.1K -861 -12%
RIG
1238
Renaissance Investment Group
Massachusetts
$408K
OWA
1239
One Wealth Advisors
California
$406K -$893 -13 -0.2%
CCM
1240
Coldstream Capital Management
Washington
$404K +$22K +321 +6%
TIA
1241
Trust Investment Advisors
Indiana
$403K +$33K +480 +9%
FMP
1242
Financial Management Professionals
Texas
$400K +$7.14K +104 +2%
SGCA
1243
Steel Grove Capital Advisors
Tennessee
$399K -$390K -5,685 -49%
CSS
1244
Cubist Systematic Strategies
Connecticut
$398K -$2.06M -30,043 -83%
MSAM
1245
Moloney Securities Asset Management
Missouri
$398K -$6.45K -94 -2%
CWS
1246
Cypress Wealth Services
California
$398K -$343 -5 -0.1%
AMM
1247
American Money Management
California
$398K +$8.58K +125 +2%
IP
1248
Intellectus Partners
California
$398K +$22.9K +333 +6%
PA
1249
Parallel Advisors
California
$398K +$59.6K +868 +17%
MWM
1250
Merriman Wealth Management
Washington
$397K -$346K -5,038 -46%

SLB Hedge Fund Activity: Q2 2018 in Review

1,633 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2018, worth a combined $73.8B — up 3.3% from $71.4B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of SLB and 80 opened new positions — a net loss of 26 holders — while 719 trimmed existing stakes and 639 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $1.04B. The largest seller was Capital World Investors, cutting an estimated $705M.

  • 1,633 institutional investors held SLB Ltd (SLB) as of Q2 2018, down from 1,671 in Q1 2018.
  • Funds reported $73.8B of SLB Ltd stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 80 funds opened new SLB Ltd positions in Q2 2018 and 106 closed out, a net change of -26 holders.
  • The largest SLB Ltd buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.04B added.
  • The largest SLB Ltd seller in Q2 2018 was Capital World Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q2 2018.