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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
AIL
1576
AGF Investments LLC
Ontario, Canada
$39K -$3.37K -52 -9%
PMFA
1577
Plante Moran Financial Advisors
Michigan
$39K +$10.8K +167 +40%
CM
1578
Castleark Management
Illinois
$37K
RCWMU
1579
Rothschild & Co Wealth Management (UK)
United Kingdom
$35K
NPP
1580
New Potomac Partners
Maryland
$34K +$32.4K +500 New
PFGIA
1581
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$2.66K +41 +11%
GRP
1582
Global Retirement Partners
California
$33K +$10.9K +169 +53%
FFG
1583
Ford Financial Group
California
$33K +$29.2K +450 New
AOWM
1584
Alpha Omega Wealth Management
Virginia
$32K -$32.4K -500 -52%
MA
1585
MCF Advisors
Kentucky
$30K -$6.29K -97 -18%
MWM
1586
MinichMacGregor Wealth Management
New York
$30K +$3.11K +48 +12%
MIC
1587
MU Investments Company
Japan
$30K +$9.72K +150 +52%
MWM
1588
Mascoma Wealth Management
New Hampshire
$30K +$14.9K +230 +128%
PWPS
1589
Pinnacle Wealth Planning Services
Ohio
$29K +$27.7K +427 New
CPA
1590
Clear Perspective Advisors
Illinois
$27K
RIM
1591
Ranger Investment Management
Texas
$27K
PAI
1592
Pittenger & Anderson Inc
Nebraska
$27K +$2.27K +35 +10%
CIM
1593
Contravisory Investment Management
Massachusetts
$27K +$9.91K +153 +62%
PFA
1594
Pathway Financial Advisors
Vermont
$27K +$25.9K +400 New
GBT
1595
Grove Bank & Trust
Florida
$26K -$31.4K -484 -56%
Financial Engines Advisors
1596
Financial Engines Advisors
California
$25K -$30.6K -472 -56%
TDC
1597
Thompson Davis & Co
Virginia
$25K -$16.3K -252 -40%
TJHA
1598
Thomas J. Herzfeld Advisors
Florida
$25K
WIM
1599
Westside Investment Management
California
$24.6K -$583 -9 -3%
CP
1600
Corbenic Partners
Pennsylvania
$24K

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.