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1,633 hedge funds and large institutions have $73.8B invested in SLB Ltd in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 639 increasing their positions, 719 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $71.4B → $73.8B (+$2.38B)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.06% less ownership

Funds ownership: 79.58%79.52% (-0.06%)

2% less funds holding

Funds holding: 1,6711,633 (-38)

11% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 719

25% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 106

45% less call options, than puts

Call options by funds: $683M | Put options by funds: $1.25B

Holders
1,633
Holders Change
-38
Holders Change %
-2.27%
% of All Funds
37.39%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
80
Increased
639
Reduced
719
Closed
106
Calls
$683M
Puts
$1.25B
Net Calls
-$565M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1476
Tradewinds Capital Management
Washington
$100K +$275 +4 +0.3%
LF
1477
Lee Financial
Texas
$99K -$51.6K -752 -34%
TG
1478
TLP Group
Illinois
$99K +$102K +1,482 New
TFS
1479
TrustCore Financial Services
Tennessee
$96K +$6.66K +97 +7%
SJIM
1480
St. Johns Investment Management
Florida
$96K +$97.8K +1,425 New
CAC
1481
Certified Advisory Corp
Florida
$94K -$9.34K -136 -9%
BFC
1482
Bedel Financial Consulting
Indiana
$93K -$2.33K -34 -2%
HI
1483
Harrington Investments
California
$90K
SA
1484
SRH Advisors
Kansas
$89K
KJWM
1485
Kiley Juergens Wealth Management
Washington
$87K +$89.7K +1,307 New
AWM
1486
Aevitas Wealth Management
Massachusetts
$84K +$618 +9 +0.7%
VIA
1487
Vantage Investment Advisors
Pennsylvania
$82K -$13.7K -200 -14%
SCM
1488
Silvant Capital Management
Georgia
$82K
PCM
1489
Penserra Capital Management
California
$81K +$2.75K +40 +3%
CF
1490
Centaurus Financial
California
$81K +$83.1K +1,210 New
CC
1491
Claybrook Capital
Massachusetts
$80K -$13.7K -200 -14%
JFA
1492
JNBA Financial Advisors
Minnesota
$80K
GC
1493
Grace Capital
Massachusetts
$80K +$82.4K +1,200 New
BWA
1494
Burt Wealth Advisors
Maryland
$79K
POIA
1495
Pin Oak Investment Advisors
Texas
$77K -$5.84K -85 -7%
GRP
1496
Global Retirement Partners
California
$74K -$2.47K -36 -3%
FNB
1497
Farmers National Bank
Kentucky
$73K +$961 +14 +1%
MSA
1498
Marino Stram & Associates
Massachusetts
$73K +$50.1K +729 +205%
AF
1499
Allworth Financial
California
$72K
AOWM
1500
Alpha Omega Wealth Management
Virginia
$72K +$41.2K +600 +128%

SLB Hedge Fund Activity: Q2 2018 in Review

1,633 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2018, worth a combined $73.8B — up 3.3% from $71.4B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of SLB and 80 opened new positions — a net loss of 26 holders — while 719 trimmed existing stakes and 639 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $1.04B. The largest seller was Capital World Investors, cutting an estimated $705M.

  • 1,633 institutional investors held SLB Ltd (SLB) as of Q2 2018, down from 1,671 in Q1 2018.
  • Funds reported $73.8B of SLB Ltd stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 80 funds opened new SLB Ltd positions in Q2 2018 and 106 closed out, a net change of -26 holders.
  • The largest SLB Ltd buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.04B added.
  • The largest SLB Ltd seller in Q2 2018 was Capital World Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q2 2018.