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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
ADL
1326
Asset Dedication LLC
California
$298K +$5.01K +73 +2%
FWM
1327
Frontier Wealth Management
Missouri
$295K +$23K +335 +8%
EFSCE
1328
Enterprise Financial Services Corp (EFSC)
Missouri
$292K -$217K -3,166 -42%
BA
1329
Birinyi Associates
Connecticut
$291K
SMH
1330
Sanders Morris Harris
Texas
$291K
CIC
1331
Chase Investment Counsel
Virginia
$290K +$5.15K +75 +2%
CL
1332
Choreo LLC
Illinois
$289K -$208K -3,032 -42%
IIC
1333
Integrated Investment Consultants
Michigan
$289K -$74.6K -1,087 -20%
SOAMC
1334
Spirit of America Management Corp
New York
$288K
DAM
1335
Diamant Asset Management
Connecticut
$286K -$9.2K -134 -3%
HIC
1336
Hartline Investment Corp
Illinois
$286K
PWM
1337
Perigon Wealth Management
California
$286K +$21.5K +313 +8%
IWA
1338
Intercontinental Wealth Advisors
Texas
$285K -$10.6K -155 -4%
AWM
1339
Aries Wealth Management
Maine
$283K -$8.86K -129 -3%
GRQ
1340
Gardner Russo & Quinn
Pennsylvania
$283K
CAI
1341
Capital Advisors Inc
Oklahoma
$282K -$34.1K -496 -11%
BCB
1342
Brian C. Broderick
$281K
DP
1343
Dearborn Partners
Illinois
$280K -$75.8K -1,104 -21%
MCM
1344
Maryland Capital Management
Maryland
$279K -$13.7K -200 -5%
FB
1345
Fulton Bank
Pennsylvania
$278K -$12.2K -178 -4%
BWM
1346
BerganKDV Wealth Management
Minnesota
$278K +$7.69K +112 +3%
GW
1347
GW & Wade
Massachusetts
$275K +$10.4K +152 +4%
FIM
1348
Fernwood Investment Management
Massachusetts
$273K +$41.2K +600 +17%
FANJ
1349
Financial Architects (New Jersey)
New Jersey
$272K -$21.2K -309 -7%
BHBT
1350
Burke & Herbert Bank & Trust
Virginia
$272K -$12.7K -185 -4%

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.