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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
PCA
1601
Providence Capital Advisors
North Carolina
$7K -$5.7K -83 -44%
MSFP
1602
Mark Sheptoff Financial Planning
Connecticut
$7K
TFA
1603
Toth Financial Advisory
Virginia
$7K +$69 +1 +1%
CFC
1604
Coyle Financial Counsel
Illinois
$7K +$7.42K +108 New
PMG
1605
ProVise Management Group
Florida
$6.7K +$6.87K +100 New
OFS
1606
Orrstown Financial Services
Pennsylvania
$6K -$7.42K -108 -54%
TAIM
1607
TD Ameritrade Investment Management
Nebraska
$6K +$6.39K +93 New
ML
1608
McAdam LLC
Pennsylvania
$5K -$6.8K -99 -57%
CAL
1609
Capital Advisors Ltd
Ohio
$5K
LFG
1610
LifePlan Financial Group
Ohio
$5K
NWM
1611
Northwest Wealth Management
Iowa
$5K
BCM
1612
Brasada Capital Management
Texas
$4K
ECM
1613
Exchange Capital Management
Michigan
$4K
TCA
1614
Tortoise Capital Advisors
Kansas
$4K
IFA
1615
Interactive Financial Advisors
Illinois
$4K +$3.78K +55 New
IAS
1616
IMA Advisory Services
Colorado
$4K +$4.33K +63 New
NIM
1617
NuWave Investment Management
New Jersey
$3K -$237K -3,448 -99%
AP
1618
Atwood & Palmer
Missouri
$3K +$2.95K +43 New
DWM
1619
Destination Wealth Management
California
$2K -$7.9K -115 -82%
SFM
1620
Signet Financial Management
New Jersey
$2K -$6.87K -100 -79%
CIA
1621
CSat Investment Advisory
Michigan
$2K +$1.78K +26 New
CT
1622
Clearstead Trust
Maine
$2K +$2.4K +35 New
MIM
1623
Macroview Investment Management
Maryland
$1K
SFPIA
1624
Stevens First Principles Investment Advisors
California
$1K
JWM
1625
Janiczek Wealth Management
Colorado
$1K +$618 +9 New

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.