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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
MIFH
1601
Migdal Insurance & Financial Holdings
Israel
$24K +$6.74K +104 +40%
AWA
1602
Acorn Wealth Advisors
Michigan
$24K +$21.4K +331 New
MSA
1603
Marino Stram & Associates
Massachusetts
$24K +$23K +355 New
HR
1604
Howe & Rusling
New York
$23K -$32.7K -505 -59%
FCB
1605
First Command Bank
Texas
$23K
FCFS
1606
First Command Financial Services
Texas
$23K
WCM
1607
Wealthcare Capital Management
Virginia
$22K -$4.54K -70 -18%
AIM
1608
Arcadia Investment Management
Michigan
$22K +$21.4K +330 New
NL
1609
NVWM LLC
Pennsylvania
$21K +$20.3K +313 New
CAC
1610
Certified Advisory Corp
Florida
$21K +$21K +324 New
RPG
1611
Risk Paradigm Group
Texas
$20.2K
FPB
1612
First PREMIER Bank
South Dakota
$20K -$6.48K -100 -25%
BWA
1613
BDO Wealth Advisors
Florida
$20K
NCM
1614
New Capital Management
Texas
$20K
MBT
1615
Monroe Bank & Trust
Michigan
$20K +$19.4K +300 New
PWM
1616
Paulson Wealth Management
Illinois
$20K +$19.4K +300 New
DPA
1617
Delphi Private Advisors
California
$19K
KPCM
1618
Kings Point Capital Management
New York
$18K -$16.9K -261 -50%
NC
1619
NewSquare Capital
Pennsylvania
$18K
PSC
1620
Prentiss Smith & Co
Vermont
$17K
CT
1621
CPF Texas
Texas
$17K +$16.2K +250 New
CA
1622
Centerpoint Advisors
Massachusetts
$17K +$16.7K +257 New
TODC
1623
Trustees of Dartmouth College
New Hampshire
$15K +$14.9K +230 New
PWM
1624
Perigon Wealth Management
California
$14K -$234K -3,615 -95%
WA
1625
Winfield Associates
Ohio
$14K -$38.7K -597 -75%

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.