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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
AAP
1526
Arax Advisory Partners
Colorado
$99K -$9.39K -145 -9%
CS
1527
Credential Securities
$98.7K +$21.7K +335 +30%
SP
1528
SWS Partners
Ohio
$98K +$94.3K +1,455 New
MFW
1529
Mosaic Family Wealth
Missouri
$95K -$184K -2,840 -67%
FCA
1530
Florence Capital Advisors
New York
$94K
SA
1531
SRH Advisors
Kansas
$90K -$907 -14 -1%
TIM
1532
Tortoise Investment Management
New York
$90K +$2.27K +35 +3%
KA
1533
Kaizen Advisory
Illinois
$90K +$86.2K +1,330 New
TFS
1534
TrustCore Financial Services
Tennessee
$90K +$86.4K +1,333 New
VNA
1535
Valley National Advisers
Pennsylvania
$89K -$86.4K -1,333 -50%
ACM
1536
Aviance Capital Management
Florida
$86K -$8.75K -135 -10%
PCIA
1537
Prime Capital Investment Advisors
Kansas
$86K +$82.3K +1,270 New
AWM
1538
Aevitas Wealth Management
Massachusetts
$83K +$79.9K +1,233 New
POIA
1539
Pin Oak Investment Advisors
Texas
$83K +$80.1K +1,236 New
JFA
1540
JNBA Financial Advisors
Minnesota
$81K -$19.4K -300 -20%
CC
1541
Claybrook Capital
Massachusetts
$81K +$77.8K +1,200 New
BWA
1542
Burt Wealth Advisors
Maryland
$79K -$6.48K -100 -8%
FNB
1543
Farmers National Bank
Kentucky
$78K +$74.8K +1,155 New
CAW
1544
Cornerstone Advisors (Washington)
Washington
$76K -$1.49K -23 -2%
VCM
1545
Virtue Capital Management
Tennessee
$75K +$72.4K +1,118 New
C
1546
Cerebellum
California
$74K +$71.3K +1,101 New
HI
1547
Hudock Inc
Pennsylvania
$73K -$1.49K -23 -2%
GFP
1548
Gryphon Financial Partners
Ohio
$73K +$69.8K +1,077 New
AF
1549
Allworth Financial
California
$72K
TFO
1550
Tarbox Family Office
California
$69K -$1.69K -26 -2%

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.