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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
IA
1351
IFG Advisory
Georgia
-$231K -5,758 Closed
JWCA
1352
J.W. Cole Advisors
Florida
-$225K -5,601 Closed
WPW
1353
Waldron Private Wealth
Pennsylvania
-$225K -5,543 Closed
HAIM
1354
Hunter Associates Investment Management
Pennsylvania
-$220K -5,475 Closed
MWM
1355
Merriman Wealth Management
Washington
-$214K -5,319 Closed
FMBTD
1356
First Midwest Bank Trust Division
Illinois
-$214K -5,316 Closed
SSW
1357
Smith Shellnut Wilson
Mississippi
-$211K -5,256 Closed
NAM
1358
North American Management
Massachusetts
-$211K -5,250 Closed
TBNY
1359
Trustco Bank (New York)
New York
-$210K -5,231 Closed
OMC
1360
Overbrook Management Corp
New York
-$210K -5,217 Closed
CAM
1361
Carret Asset Management
New York
-$210K -5,215 Closed
AA
1362
Apriem Advisors
California
-$208K -5,185 Closed
MBT
1363
Montecito Bank & Trust
California
-$208K -5,168 Closed
GLLW
1364
Graves Light Lenhart Wealth
Virginia
-$207K -5,153 Closed
CCC
1365
Chelsea Counsel Company
California
-$205K -5,088 Closed
BWM
1366
Buckley Wealth Management
Nevada
-$204K -5,087 Closed
FMW
1367
Farr Miller & Washington
District of Columbia
-$204K -5,066 Closed
PNAA
1368
Pictet North America Advisors
Switzerland
-$203K -5,044 Closed
DWM
1369
Dorchester Wealth Management
Quebec, Canada
-$202K -5,020 Closed
CA
1370
Corrado Advisors
New Jersey
-$200K -4,980 Closed
AIS
1371
Accurate Investment Solutions
Pennsylvania
-$191K -4,740 Closed
GLI
1372
Guardian Life Insurance
New York
-$164K -4,077 Closed
SBSB
1373
Sullivan, Bruyette, Speros & Blaney
Virginia
-$152K -3,783 Closed
BSPF
1374
British Steel Pension Fund
United Kingdom
-$128K -3,177 Closed
IWA
1375
Intercontinental Wealth Advisors
Texas
-$106K -3,026 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.