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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
HR
1576
Howe & Rusling
New York
$19K -$29.5K -429 -61%
DPA
1577
Delphi Private Advisors
California
$19K
KPCM
1578
Kings Point Capital Management
New York
$18K
PSC
1579
Prentiss Smith & Co
Vermont
$17K
BDWM
1580
Brewin Dolphin Wealth Management
Ireland
$16.1K
MCA
1581
Mercer Capital Advisers
New Jersey
$16K
NC
1582
NewSquare Capital
Pennsylvania
$16K
AWA
1583
Acorn Wealth Advisors
Michigan
$15K
TODC
1584
Trustees of Dartmouth College
New Hampshire
$15K
MBT
1585
Monroe Bank & Trust
Michigan
$13K -$6.87K -100 -33%
BC
1586
Barnett & Company
Tennessee
$13K
CAGAS
1587
Capital Advisory Group Advisory Services
Minnesota
$13K
FFW
1588
Fusion Family Wealth
New York
$13K
LWA
1589
Lowe Wealth Advisors
Maryland
$13K
TC
1590
Trilogy Capital
California
$13K
PFGIA
1591
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$17.2K -250 -58%
ICOM
1592
Investment Counselors of Maryland
Maryland
$11K
MCM
1593
Mainstay Capital Management
Michigan
$11K
SGAM
1594
Smith Group Asset Management
Texas
$11K +$687 +10 +6%
PCFFS
1595
Pacific Center for Financial Services
California
$10K -$3.43K -50 -25%
BL
1596
Balentine LLC
Georgia
$10K
PFO
1597
Pathstone Family Office
New Jersey
$8K -$2.13K -31 -20%
CCMW
1598
Cypress Capital Management (Wyoming)
Wyoming
$8K
WA
1599
WP Advisors
California
$8K +$8.24K +120 New
JWA
1600
JFS Wealth Advisors
Pennsylvania
$7K -$6.66K -97 -49%

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.