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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
UBG
1251
United Bank (Georgia)
Georgia
$396K -$52.5K -765 -11%
EGM
1252
Engineers Gate Manager
New York
$395K -$1.28M -18,638 -76%
VC
1253
Vicus Capital
Pennsylvania
$395K -$11.4K -166 -3%
MIS
1254
Morningstar Investment Services
Illinois
$395K +$41.4K +603 +11%
XS
1255
XR Securities
Illinois
$395K +$405K +5,898 New
HIM
1256
Hermes Investment Management
United Kingdom
$391K
SCA
1257
Snowden Capital Advisors
New York
$391K -$21.8K -317 -5%
BAM
1258
Belpointe Asset Management
Nevada
$390K +$65.4K +952 +20%
PWPS
1259
Pinnacle Wealth Planning Services
Ohio
$388K +$15K +219 +4%
FAIM
1260
Financial Advocates Investment Management
Washington
$384K -$88.4K -1,287 -18%
AIM
1261
Avity Investment Management
Connecticut
$384K +$58.4K +850 +17%
KA
1262
KLCM Advisors
Wisconsin
$382K -$68.7K -1,000 -15%
S
1263
SimplyRich
California
$376K
MWPCG
1264
Measured Wealth Private Client Group
New Hampshire
$376K +$386K +5,624 New
CCM
1265
Compton Capital Management
Rhode Island
$372K -$13.7K -200 -3%
EWM
1266
Elmwood Wealth Management
California
$371K -$3.43K -50 -0.9%
CISOA
1267
Capital Investment Services of America
Wisconsin
$370K -$51.5K -750 -12%
Cetera Investment Advisers
1268
Cetera Investment Advisers
Illinois
$370K +$2.4K +35 +0.6%
AAC
1269
Asset Advisors Corp
Georgia
$369K
TF
1270
Tompkins Financial
New York
$368K -$13.7K -200 -4%
WRM
1271
Weybosset Research & Management
Rhode Island
$365K
BEC
1272
Blue Edge Capital
Virginia
$363K
MCM
1273
MV Capital Management
Maryland
$363K -$19K -277 -5%
PT
1274
Plimoth Trust
Massachusetts
$362K -$133K -1,941 -26%
WPC
1275
White Pine Capital
Minnesota
$361K -$20.6K -300 -5%

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.