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1,574 hedge funds and large institutions have $77.7B invested in SLB Ltd in 2017 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 608 increasing their positions, 736 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

6% more capital invested

Capital invested by funds: $73.2B → $77.7B (+$4.49B)

0.2% more ownership

Funds ownership: 79.94%80.15% (+0.2%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

1% less funds holding

Funds holding: 1,5961,574 (-22)

17% less repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 736

40% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.66B

Holders
1,574
Holders Change
-22
Holders Change %
-1.38%
% of All Funds
39.23%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
90
Increased
608
Reduced
736
Closed
96
Calls
$989M
Puts
$1.66B
Net Calls
-$671M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1526
First PREMIER Bank
South Dakota
$28K +$3.31K +50 +14%
CPA
1527
Clear Perspective Advisors
Illinois
$28K +$26.4K +400 New
MWM
1528
MinichMacGregor Wealth Management
New York
$27K -$1.46K -22 -5%
PFGIA
1529
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$529 +8 +2%
TJHA
1530
Thomas J. Herzfeld Advisors
Florida
$26K +$24.5K +370 New
PAI
1531
Pittenger & Anderson Inc
Nebraska
$25K +$14.2K +215 +143%
CP
1532
Corbenic Partners
Pennsylvania
$24K -$11.1K -168 -32%
FCB
1533
First Command Bank
Texas
$24K -$6.61K -100 -23%
FCFS
1534
First Command Financial Services
Texas
$24K -$6.61K -100 -23%
WIM
1535
Westside Investment Management
California
$23.1K
GRP
1536
Global Retirement Partners
California
$22K
CWM
1537
Catamount Wealth Management
Connecticut
$21K -$75.7K -1,145 -79%
BWA
1538
BDO Wealth Advisors
Florida
$21K -$35.2K -532 -64%
NCM
1539
New Capital Management
Texas
$21K
RPG
1540
Risk Paradigm Group
Texas
$20.9K +$6.61K +100 +50%
DPA
1541
Delphi Private Advisors
California
$20K -$1.65K -25 -8%
MIC
1542
MU Investments Company
Japan
$20K
NC
1543
NewSquare Capital
Pennsylvania
$19K +$18K +273 New
PSC
1544
Prentiss Smith & Co
Vermont
$18K
MIFH
1545
Migdal Insurance & Financial Holdings
Israel
$18K +$17.1K +259 New
WAP
1546
Wealthcare Advisory Partners
Pennsylvania
$18K +$17.2K +260 New
SMG
1547
Spectrum Management Group
Indiana
$17K +$16K +242 New
CIM
1548
Contravisory Investment Management
Massachusetts
$17K +$16.3K +247 New
TG
1549
TLP Group
Illinois
$15K -$237K -3,585 -94%
FFW
1550
Fusion Family Wealth
New York
$14K -$12.4K -187 -48%

SLB Hedge Fund Activity: Q3 2017 in Review

1,574 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2017, worth a combined $77.7B — up 6.1% from $73.2B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of SLB and 90 opened new positions — a net loss of 6 holders — while 736 trimmed existing stakes and 608 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $379M. The largest seller was Capital World Investors, cutting an estimated $1.17B.

  • 1,574 institutional investors held SLB Ltd (SLB) as of Q3 2017, down from 1,596 in Q2 2017.
  • Funds reported $77.7B of SLB Ltd stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 90 funds opened new SLB Ltd positions in Q3 2017 and 96 closed out, a net change of -6 holders.
  • The largest SLB Ltd buyer in Q3 2017 was Loomis, Sayles & Company, an estimated $379M added.
  • The largest SLB Ltd seller in Q3 2017 was Capital World Investors, an estimated $1.17B sold.

Based on aggregated 13F filings for Q3 2017.