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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
FPFS
1401
First Personal Financial Services
North Carolina
-$15K -369 Closed
KPCM
1402
Kings Point Capital Management
New York
-$11K -282 Closed
SIAP
1403
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$7K -188 Closed
CWA
1404
Capital Wealth Alliance
Arizona
-$6K -183 Closed
HWM
1405
HighMark Wealth Management
Minnesota
-$7K -180 Closed
LFA
1406
Lighthouse Financial Advisors
Maryland
-$6K -164 Closed
EWA
1407
Evolution Wealth Advisors
Florida
-$6K -152 Closed
FA
1408
Fortis Advisors
Pennsylvania
-$6K -150 Closed
LAS
1409
Lloyd Advisory Services
Georgia
-$5K -126 Closed
PCFFS
1410
Pacific Center for Financial Services
California
-$3.62K -125 -95%
CI
1411
Cordant Inc
Oregon
-$5K -114 Closed
SFG
1412
Sowa Financial Group
Rhode Island
-$4K -110 Closed
DTIM
1413
Danda Trouve Investment Management
Kansas
-$4K -100 Closed
LFG
1414
Larson Financial Group
Missouri
-$1.3K -45 -98%
BHWM
1415
Bay Harbor Wealth Management
Maryland
-$1K -35 Closed
HR
1416
Howe & Rusling
New York
-$1K -32 Closed
RA
1417
Rational Advisors
New York
-$1K -18 Closed
SHWM
1418
Silicon Hills Wealth Management
Texas
-$12 -1 Closed
EWP
1419
Engrave Wealth Partners
Texas
+$145 +5 +11%
DWM
1420
Darwin Wealth Management
Florida
+$550 +19 New
FIA
1421
FNY Investment Advisers
New York
+$1.45K +50 New

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.