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1,574 hedge funds and large institutions have $77.7B invested in SLB Ltd in 2017 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 608 increasing their positions, 736 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

6% more capital invested

Capital invested by funds: $73.2B → $77.7B (+$4.49B)

0.2% more ownership

Funds ownership: 79.94%80.15% (+0.2%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

1% less funds holding

Funds holding: 1,5961,574 (-22)

17% less repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 736

40% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.66B

Holders
1,574
Holders Change
-22
Holders Change %
-1.38%
% of All Funds
39.23%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
90
Increased
608
Reduced
736
Closed
96
Calls
$989M
Puts
$1.66B
Net Calls
-$671M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DRD
1351
Dennis R. Delaney
$278K -$75.2K -1,138 -22%
SC
1352
Savant Capital
Illinois
$278K -$32.7K -495 -11%
ADL
1353
Asset Dedication LLC
California
$278K +$60.2K +911 +30%
SIP
1354
Stoneridge Investment Partners
Pennsylvania
$274K +$259K +3,923 New
LCM
1355
Liberty Capital Management
Michigan
$272K -$774K -11,704 -73%
PL
1356
Parthenon LLC
Kentucky
$272K -$21.5K -325 -8%
PWM
1357
Perigon Wealth Management
California
$269K -$1.44M -21,848 -85%
AIM
1358
Avity Investment Management
Connecticut
$269K -$43K -650 -14%
SCM
1359
Southport Capital Management
Tennessee
$269K +$8.93K +135 +4%
JCM
1360
Janney Capital Management
Pennsylvania
$269K +$33.1K +500 +15%
TCB
1361
Texas Capital Bancshares
Texas
$267K -$71.9K -1,088 -22%
FC
1362
Financial Consulate
Maryland
$267K -$33.1K -500 -12%
FI
1363
FormulaFolio Investments
Michigan
$267K +$12.2K +184 +5%
CA
1364
Cornerstone Advisory
Maryland
$266K -$6.41K -97 -2%
SFWA
1365
Summit Financial Wealth Advisors
Louisiana
$265K -$32.7K -494 -12%
EHC
1366
Everett Harris & Co
California
$265K
CCA
1367
Conservest Capital Advisors
Pennsylvania
$264K
GW
1368
GW & Wade
Massachusetts
$263K +$30.9K +468 +14%
AIM
1369
Advantage Investment Management
Iowa
$263K +$53.4K +807 +27%
FNFDCM
1370
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$262K +$3.31K +50 +1%
Lido Advisors
1371
Lido Advisors
California
$261K -$169K -2,561 -39%
LOAMS
1372
Lombard Odier Asset Management (Switzerland)
Switzerland
$261K
WAS
1373
Winch Advisory Services
Wisconsin
$258K -$106K -1,608 -30%
SAMC
1374
Spectrum Asset Management (California)
California
$257K +$244K +3,685 New
SXL
1375
Summit X LLC
Missouri
$255K -$9.32K -141 -4%

SLB Hedge Fund Activity: Q3 2017 in Review

1,574 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2017, worth a combined $77.7B — up 6.1% from $73.2B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of SLB and 90 opened new positions — a net loss of 6 holders — while 736 trimmed existing stakes and 608 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $379M. The largest seller was Capital World Investors, cutting an estimated $1.17B.

  • 1,574 institutional investors held SLB Ltd (SLB) as of Q3 2017, down from 1,596 in Q2 2017.
  • Funds reported $77.7B of SLB Ltd stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 90 funds opened new SLB Ltd positions in Q3 2017 and 96 closed out, a net change of -6 holders.
  • The largest SLB Ltd buyer in Q3 2017 was Loomis, Sayles & Company, an estimated $379M added.
  • The largest SLB Ltd seller in Q3 2017 was Capital World Investors, an estimated $1.17B sold.

Based on aggregated 13F filings for Q3 2017.