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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
FFW
1626
Fusion Family Wealth
New York
$14K
PCFFS
1627
Pacific Center for Financial Services
California
$14K
RFWA
1628
RPg Family Wealth Advisory
Massachusetts
$13.5K +$13K +200 New
JWA
1629
JFS Wealth Advisors
Pennsylvania
$13K -$26.3K -406 -68%
BC
1630
Barnett & Company
Tennessee
$13K
LWA
1631
Lowe Wealth Advisors
Maryland
$13K
WAS
1632
WESPAC Advisors SoCal
California
$13K
Kovitz Investment Group Partners
1633
Kovitz Investment Group Partners
Illinois
$12.2K -$3.39M -52,312 -22%
ICOM
1634
Investment Counselors of Maryland
Maryland
$11K
MCM
1635
Mainstay Capital Management
Michigan
$11K +$11K +170 New
CGI
1636
CI Global Investments
California
$10K -$134K -2,070 -93%
SGAM
1637
Smith Group Asset Management
Texas
$10K
AFNAS
1638
American Financial Network Advisory Services
California
$9K -$70.6K -1,090 -89%
OFS
1639
Orrstown Financial Services
Pennsylvania
$9K -$21.8K -337 -71%
II
1640
Inspire Investing
Idaho
$9K +$8.68K +134 New
HH
1641
HWG Holdings
Texas
$8K
FGC
1642
Financial Gravity Companies
Texas
$8K +$7.32K +113 New
KF
1643
Krilogy Financial
Missouri
$7K -$120K -1,847 -95%
TFA
1644
Toth Financial Advisory
Virginia
$7K +$6.54K +101 New
CAL
1645
Capital Advisors Ltd
Ohio
$5K
GF
1646
Goodman Financial
Texas
$5K +$5.12K +79 New
Walleye Trading
1647
Walleye Trading
New York
$4.65K +$4.47M +68,970 New
ECM
1648
Exchange Capital Management
Michigan
$4K -$8.1K -125 -66%
TCA
1649
Tortoise Capital Advisors
Kansas
$4K +$518 +8 +14%
BCM
1650
Brasada Capital Management
Texas
$4K +$4.15K +64 New

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.