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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
WPA
1526
West Paces Advisors
Georgia
$49.1K
CPIG
1527
Chicago Partners Investment Group
Illinois
$47K +$13.7K +200 +40%
WAP
1528
Wealthcare Advisory Partners
Pennsylvania
$47K +$13.7K +200 +40%
CDIA
1529
Capital Directions Investment Advisors
Georgia
$47K +$48.1K +700 New
WCM
1530
Wealthcare Capital Management
Virginia
$46K +$15.8K +230 +50%
BIMC
1531
Benson Investment Management Company
Virginia
$44K
DOA
1532
D'Orazio & Associates
Virginia
$44K
HCM
1533
Hilton Capital Management
New York
$44K +$44.8K +652 New
RA
1534
Rational Advisors
New York
$43K -$154K -2,246 -78%
WA
1535
WealthTrust-Arizona
Arizona
$42K -$6.45K -94 -13%
GSC
1536
G&S Capital
Colorado
$41K
PCM
1537
Poehling Capital Management
Wisconsin
$39K
FPFS
1538
First Personal Financial Services
North Carolina
$38K -$71.4K -1,040 -65%
GAM
1539
Gemmer Asset Management
California
$38K
SQA
1540
Simon Quick Advisors
New Jersey
$37K -$35.6K -518 -48%
CM
1541
Castleark Management
Illinois
$37K
ACS
1542
Archford Capital Strategies
Illinois
$35K
RCWMU
1543
Rothschild & Co Wealth Management (UK)
United Kingdom
$35K
TFO
1544
Tarbox Family Office
California
$35K
NPP
1545
New Potomac Partners
Maryland
$34K
PMFA
1546
Plante Moran Financial Advisors
Michigan
$33K -$10.2K -148 -23%
MFBTD
1547
MB Financial Bank - Trust Department
Illinois
$32K -$10.5K -153 -24%
GFP
1548
Gryphon Financial Partners
Ohio
$31K -$6.25K -91 -17%
CHP
1549
Cable Hill Partners
Oregon
$31K +$4.67K +68 +17%
1832 Asset Management
1550
1832 Asset Management
Ontario, Canada
$30K -$11.4M -166,437 -100%

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.