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1,530 hedge funds and large institutions have $71.4B invested in SLB Ltd in 2015 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 705 increasing their positions, 587 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 705 | Existing positions reduced: 587

2.54% more ownership

Funds ownership: 76.76%79.3% (+2.5%)

2% less funds holding

Funds holding: 1,5581,530 (-28)

14% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 105

14% less capital invested

Capital invested by funds: $83.5B → $71.4B (-$12.1B)

33% less funds holding in top 10

Funds holding in top 10: 7550 (-25)

35% less call options, than puts

Call options by funds: $659M | Put options by funds: $1.02B

Holders
1,530
Holders Change
-28
Holders Change %
-1.8%
% of All Funds
42.7%
Holding in Top 10
50
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-33.33%
% of All Funds
1.4%
New
90
Increased
705
Reduced
587
Closed
105
Calls
$659M
Puts
$1.02B
Net Calls
-$361M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1476
Advantage Investment Management
Iowa
$50K
EP
1477
Edinburgh Partners
United Kingdom
$46K
AWS
1478
Aris Wealth Services
Pennsylvania
$45K -$54.3K -686 -51%
SCP
1479
Syntal Capital Partners
Texas
$44K +$79 +1 +0.2%
EDRPMB
1480
Edmond de Rothschild Private Merchant Banking
United Kingdom
$44K +$50.7K +640 New
CAL
1481
Capital Advisors Ltd
Ohio
$43K
AssetMark Inc
1482
AssetMark Inc
California
$41K -$143K -1,806 -75%
GI
1483
Gradient Investments
Minnesota
$41K -$633 -8 -1%
TFO
1484
Tarbox Family Office
California
$39K -$1.66K -21 -4%
NC
1485
NewSquare Capital
Pennsylvania
$34K
FPTW
1486
Franklin, Parlapiano, Turner & Welch
Texas
$34K +$39.6K +500 New
MBT
1487
Monroe Bank & Trust
Michigan
$33K -$8.63K -109 -19%
BCM
1488
Brookstone Capital Management
Illinois
$32K -$63.7K -805 -64%
MWP
1489
MYCIO Wealth Partners
Pennsylvania
$31K -$35.9K -453 -50%
WCM
1490
Wealthcare Capital Management
Virginia
$28K -$11.1K -140 -26%
BBPWM
1491
Blue Bell Private Wealth Management
Pennsylvania
$28K
CFN
1492
Cordasco Financial Network
Florida
$28K
PAI
1493
Pittenger & Anderson Inc
Nebraska
$25K -$24.5K -310 -46%
MUS
1494
Mitsubishi UFJ Securities
Japan
$25K +$17.4K +220 +157%
TJHA
1495
Thomas J. Herzfeld Advisors
Florida
$24K +$13.8K +174 +97%
WA
1496
Waverly Advisors
Alabama
$23K +$26.7K +337 New
TFA
1497
Transamerica Financial Advisors
Florida
$22K +$158 +2 +0.6%
AA
1498
Apriem Advisors
California
$21K -$19.8K -250 -45%
CGH
1499
Cleary Gull Holdings
Wisconsin
$21K +$23.8K +300 New
LWM
1500
LBA Wealth Management
Florida
$21K +$23.8K +300 New

SLB Hedge Fund Activity: Q3 2015 in Review

1,530 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2015, worth a combined $71.4B — down 14% from $83.5B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of SLB and 90 opened new positions — a net loss of 15 holders — while 587 trimmed existing stakes and 705 added.

The largest buyer was Capital World Investors, adding an estimated $636M. The largest seller was Sands Capital Management, cutting an estimated $554M.

  • 1,530 institutional investors held SLB Ltd (SLB) as of Q3 2015, down from 1,558 in Q2 2015.
  • Funds reported $71.4B of SLB Ltd stock for Q3 2015, down 14% quarter-over-quarter.
  • 90 funds opened new SLB Ltd positions in Q3 2015 and 105 closed out, a net change of -15 holders.
  • The largest SLB Ltd buyer in Q3 2015 was Capital World Investors, an estimated $636M added.
  • The largest SLB Ltd seller in Q3 2015 was Sands Capital Management, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2015.