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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
WA1
1226
Wimmer Associates 1
California
-$429K -10,666 Closed
FIB
1227
First Interstate Bank
Montana
-$427K -10,626 Closed
ACM
1228
AlphaStar Capital Management
North Carolina
-$427K -10,620 Closed
PTC
1229
Private Trust Company
Ohio
-$422K -10,499 Closed
YIA
1230
YHB Investment Advisors
Connecticut
-$414K -10,301 Closed
VDI
1231
Vaughan David Investments
Illinois
-$412K -10,242 Closed
PWMAG
1232
Pinnacle Wealth Management Advisory Group
New Jersey
-$409K -10,175 Closed
WPP
1233
Whalerock Point Partners
Rhode Island
-$409K -10,175 Closed
CAM
1234
Columbia Asset Management
Michigan
-$4.08K -10,158 Closed
VAS
1235
Vestmark Advisory Solutions
Massachusetts
-$405K -10,079 Closed
HAG
1236
HighPoint Advisor Group
Illinois
-$369K -10,020 Closed
TNBTD
1237
Trustmark National Bank Trust Department
Mississippi
-$401K -9,975 Closed
CIC
1238
Carnegie Investment Counsel
Ohio
-$397K -9,885 Closed
SFA
1239
Sequoia Financial Advisors
Ohio
-$396K -9,856 Closed
WG
1240
Welch Group
Alabama
-$394K -9,812 Closed
PP
1241
Palladium Partners
Virginia
-$394K -9,803 Closed
OWA
1242
Outlook Wealth Advisors
Texas
-$421K -9,730 Closed
IWM
1243
IHT Wealth Management
Illinois
-$388K -9,650 Closed
PTB
1244
Pioneer Trust Bank
Oregon
-$380K -9,450 Closed
VFA
1245
Voya Financial Advisors
Connecticut
-$381K -9,422 Closed
Cohen & Steers
1246
Cohen & Steers
New York
-$377K -9,384 Closed
LOAMS
1247
Lombard Odier Asset Management (Switzerland)
Switzerland
-$377K -9,369 Closed
KA
1248
KLCM Advisors
Wisconsin
-$370K -9,209 Closed
WAM
1249
Weatherly Asset Management
California
-$369K -9,182 Closed
FLPIM
1250
F.L. Putnam Investment Management
Massachusetts
-$368K -9,155 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.