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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
AIM
1476
Advantage Investment Management
Iowa
$61K +$9.91K +119 +19%
Group One Trading
1477
Group One Trading
Illinois
$61K +$61.2K +735 New
WA
1478
Winfield Associates
Ohio
$58K
EP
1479
Edinburgh Partners
United Kingdom
$56K
GI
1480
Gradient Investments
Minnesota
$56K +$27.1K +326 +94%
TCM
1481
Tradewinds Capital Management
Washington
$55K +$83 +1 +0.2%
SCP
1482
Syntal Capital Partners
Texas
$53K
IMS
1483
Index Management Solutions
Pennsylvania
$51K -$17.8K -214 -26%
CAL
1484
Capital Advisors Ltd
Ohio
$51K
TFO
1485
Tarbox Family Office
California
$49K +$2.08K +25 +4%
SCA
1486
Strategic Capital Alternatives
United States
$48K +$48.1K +578 New
MWAN
1487
Mariner Wealth Advisors (NYC)
Kansas
$47K +$47K +564 New
SSG
1488
Summit Securities Group
New York
$42K -$283K -3,400 -87%
LS
1489
Lupo Securities
Illinois
$42K +$41.6K +500 New
NC
1490
NewSquare Capital
Pennsylvania
$41K
KA
1491
Klingman & Associates
New York
$40K
AA
1492
Apriem Advisors
California
$38K
DOA
1493
D'Orazio & Associates
Virginia
$38K
CFN
1494
Cordasco Financial Network
Florida
$34K -$12.1K -145 -26%
BBPWM
1495
Blue Bell Private Wealth Management
Pennsylvania
$33K
BCMIO
1496
Beacon Capital Management Inc (Ohio)
Ohio
$31K
AWM
1497
Avior Wealth Management
Nebraska
$31K +$31.2K +375 New
AP
1498
Atwood & Palmer
Missouri
$29K -$76.6K -920 -72%
TFA
1499
Transamerica Financial Advisors
Florida
$27K +$167 +2 +0.6%
WAS
1500
Winch Advisory Services
Wisconsin
$27K +$26.7K +321 New

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.