We are live on ! Find out more

1,536 hedge funds and large institutions have $81B invested in SLB Ltd in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 675 increasing their positions, 604 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 604

0.49% less ownership

Funds ownership: 76.74%76.26% (-0.49%)

4% less capital invested

Capital invested by funds: $84.1B → $81B (-$3.08B)

2% less funds holding

Funds holding: 1,5701,536 (-34)

3% less funds holding in top 10

Funds holding in top 10: 7169 (-2)

15% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 102

36% less call options, than puts

Call options by funds: $923M | Put options by funds: $1.45B

Holders
1,536
Holders Change
-34
Holders Change %
-2.17%
% of All Funds
40.92%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1.84%
New
87
Increased
675
Reduced
604
Closed
102
Calls
$923M
Puts
$1.45B
Net Calls
-$526M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1451
Allworth Financial
California
$106K +$105K +1,267 New
NEAM
1452
New England Asset Management
Connecticut
$101K +$100K +1,205 New
HF
1453
Hoxton Financial
West Virginia
$100K
PCTC
1454
Perkins Coie Trust Company
Washington
$100K +$30.4K +365 +44%
SFPIA
1455
Stevens First Principles Investment Advisors
California
$100K +$99.9K +1,200 New
MWP
1456
MYCIO Wealth Partners
Pennsylvania
$99K +$250 +3 +0.3%
WA
1457
WealthTrust-Arizona
Arizona
$96K
PIA
1458
Piedmont Investment Advisors
North Carolina
$95.6K
BWA
1459
Burt Wealth Advisors
Maryland
$92K
ARMC
1460
American Research & Management Company
Massachusetts
$88K
WOC
1461
West Oak Capital
California
$87.3K +$32.3K +388 +59%
PAI
1462
Pittenger & Anderson Inc
Nebraska
$86K -$635K -7,630 -88%
AWS
1463
Aris Wealth Services
Pennsylvania
$83K +$83.2K +999 New
GWM
1464
Gupta Wealth Management
California
$82K +$82K +985 New
WCM
1465
Wealthcare Capital Management
Virginia
$81K +$79.7K +957 +11,963%
IC
1466
Intersect Capital
California
$79K
FPFS
1467
First Personal Financial Services
North Carolina
$76K -$4.16K -50 -5%
First Eagle Investment Management
1468
First Eagle Investment Management
New York
$75K
HRC
1469
Hoertkorn Richard Charles
$75K
MCA
1470
Mercer Capital Advisers
New Jersey
$75K
CPA
1471
Cowen Prime Advisors
New York
$70K
FNBSF
1472
First National Bank Sioux Falls
South Dakota
$67K
GAM
1473
Gemmer Asset Management
California
$65K -$6.99K -84 -10%
HCP
1474
Holt Capital Partners
Texas
$63K -$41.6K -500 -40%
HCM
1475
Horrell Capital Management
Arkansas
$63K

SLB Hedge Fund Activity: Q1 2015 in Review

1,536 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q1 2015, worth a combined $81B — down 3.7% from $84.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SLB and 87 opened new positions — a net loss of 15 holders — while 604 trimmed existing stakes and 675 added.

The largest buyer was Dodge & Cox, adding an estimated $868M. The largest seller was JP Morgan Chase, cutting an estimated $635M.

  • 1,536 institutional investors held SLB Ltd (SLB) as of Q1 2015, down from 1,570 in Q4 2014.
  • Funds reported $81B of SLB Ltd stock for Q1 2015, down 3.7% quarter-over-quarter.
  • 87 funds opened new SLB Ltd positions in Q1 2015 and 102 closed out, a net change of -15 holders.
  • The largest SLB Ltd buyer in Q1 2015 was Dodge & Cox, an estimated $868M added.
  • The largest SLB Ltd seller in Q1 2015 was JP Morgan Chase, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2015.