We are live on ! Find out more

1,662 hedge funds and large institutions have $74.8B invested in SLB Ltd in 2017 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 475 increasing their positions, 815 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 122

6% more funds holding

Funds holding: 1,5741,662 (+88)

0.04% less ownership

Funds ownership: 80.15%80.11% (-0.04%)

4% less capital invested

Capital invested by funds: $77.7B → $74.8B (-$2.89B)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

42% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 815

42% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.87B

Holders
1,662
Holders Change
+88
Holders Change %
+5.59%
% of All Funds
37.69%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
227
Increased
475
Reduced
815
Closed
122
Calls
$1.08B
Puts
$1.87B
Net Calls
-$788M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
1451
Baker Avenue Asset Management
California
$222K -$3.51M -54,101 -94%
RWML
1452
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$219K -$129K -1,985 -38%
KA
1453
Kovack Advisors
Florida
$218K -$93.4K -1,442 -31%
WAS
1454
Winch Advisory Services
Wisconsin
$218K -$30.1K -465 -13%
TIA
1455
Trust Investment Advisors
Indiana
$217K -$133K -2,050 -39%
BL
1456
Balentine LLC
Georgia
$217K +$99.5K +1,536 +91%
EWM
1457
Evermay Wealth Management
Virginia
$217K +$209K +3,224 New
WCM
1458
Weik Capital Management
Pennsylvania
$216K -$4.21K -65 -2%
BA
1459
Bristol Advisors
Pennsylvania
$216K +$207K +3,200 New
MAM
1460
Morse Asset Management
Connecticut
$216K +$207K +3,200 New
OSNBOA
1461
Old Second National Bank of Aurora
Illinois
$215K
IR
1462
Invictus RG
Bermuda
$215K +$206K +3,185 New
SIAS
1463
Shine Investment Advisory Services
Colorado
$214K -$22.7K -350 -10%
BW
1464
Bison Wealth
Georgia
$214K -$1.23K -19 -0.6%
DAC
1465
Dividend Assets Capital
South Carolina
$213K +$15.6K +240 +8%
PGA
1466
Premia Global Advisors
Florida
$212K +$204K +3,150 New
ATFA
1467
All Terrain Financial Advisors
Minnesota
$211K +$203K +3,129 New
PCA
1468
Personal Capital Advisors
California
$210K -$71.9K -1,109 -26%
WA
1469
Wheatland Advisors
Pennsylvania
$209K
HJA
1470
Hugh Johnson Advisors
New York
$209K +$201K +3,106 New
TF
1471
Tompkins Financial
New York
$208K -$6.16K -95 -3%
AC
1472
Avestar Capital
New York
$208K +$218K +3,365 New
GCAC
1473
Guardian Capital Advisors (Canada)
Ontario, Canada
$207K +$175K +2,705 New
BRC
1474
Bell Rock Capital
Delaware
$205K -$9.72K -150 -5%
SL
1475
Summitry LLC
California
$205K +$65 +1 +0%

SLB Hedge Fund Activity: Q4 2017 in Review

1,662 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2017, worth a combined $74.8B — down 3.7% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new SLB positions and 122 closed out — a net gain of 105 holders — while 475 added to existing stakes and 815 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $604M. The largest seller was Capital World Investors, cutting an estimated $2.25B.

  • 1,662 institutional investors held SLB Ltd (SLB) as of Q4 2017, up from 1,574 in Q3 2017.
  • Funds reported $74.8B of SLB Ltd stock for Q4 2017, down 3.7% quarter-over-quarter.
  • 227 funds opened new SLB Ltd positions in Q4 2017 and 122 closed out, a net change of +105 holders.
  • The largest SLB Ltd buyer in Q4 2017 was Wellington Management Group, an estimated $604M added.
  • The largest SLB Ltd seller in Q4 2017 was Capital World Investors, an estimated $2.25B sold.

Based on aggregated 13F filings for Q4 2017.