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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
PFS
1301
Prospera Financial Services
Texas
$324K +$2.61K +38 +0.8%
ACM
1302
AlphaStar Capital Management
North Carolina
$324K +$331K +4,828 New
BFC
1303
Blue Fin Capital
Rhode Island
$323K -$961 -14 -0.3%
Westfield Capital Management
1304
Westfield Capital Management
Massachusetts
$323K
JFGIW
1305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$322K -$38.1K -555 -10%
AFM
1306
Abbot Financial Management
Massachusetts
$321K +$99.6K +1,450 +43%
MLL
1307
Moody Lynn & Lieberson
Massachusetts
$319K
WPW
1308
Waldron Private Wealth
Pennsylvania
$317K -$20.6K -300 -6%
AIA
1309
Armor Investment Advisors
North Carolina
$317K
MA
1310
Mutual Advisors
Nebraska
$313K +$2.88K +42 +0.9%
TPWA
1311
TRUE Private Wealth Advisors
Oregon
$313K +$23.6K +344 +8%
BRA
1312
Bender Robert & Associates
California
$312K +$2.75K +40 +0.9%
TWM
1313
Titus Wealth Management
California
$311K
SFSIG
1314
San Francisco Sentry Investment Group
California
$310K -$27.5K -400 -8%
MCM
1315
McRae Capital Management
New Jersey
$309K -$13.7K -200 -4%
DAM
1316
Delta Asset Management
Tennessee
$309K -$755 -11 -0.2%
OFW
1317
Omnia Family Wealth
Florida
$309K
HFBOT
1318
Home Federal Bank of Tennessee
Tennessee
$305K
CHAM
1319
Clear Harbor Asset Management
Connecticut
$304K -$86.5K -1,260 -22%
MMG
1320
Monetary Management Group
Missouri
$303K -$6.87K -100 -2%
PCG
1321
Private Capital Group
Connecticut
$303K +$92.5K +1,347 +43%
PFC
1322
Phocas Financial Corp
California
$302K
SSG
1323
Summit Securities Group
New York
$302K +$54.9K +800 +22%
HWA
1324
HCR Wealth Advisors
California
$301K +$41K +597 +15%
VCM
1325
Virtue Capital Management
Tennessee
$299K +$132K +1,923 +76%

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.