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1,525 hedge funds and large institutions have $61.7B invested in SLB Ltd in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 533 increasing their positions, 602 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,5021,525 (+23)

0.19% more ownership

Funds ownership: 82.93%83.11% (+0.19%)

10% less capital invested

Capital invested by funds: $68.9B → $61.7B (-$7.18B)

11% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 602

27% less call options, than puts

Call options by funds: $816M | Put options by funds: $1.12B

44% less funds holding in top 10

Funds holding in top 10: 5430 (-24)

Holders
1,525
Holders Change
+23
Holders Change %
+1.53%
% of All Funds
22.23%
Holding in Top 10
30
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-44.44%
% of All Funds
0.44%
New
192
Increased
533
Reduced
602
Closed
146
Calls
$816M
Puts
$1.12B
Net Calls
-$307M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
326
Dai-ichi Life Insurance Company
Japan
$7.95M +$3.33M +61,176 +67%
PCH
327
Polar Capital Holdings
United Kingdom
$7.94M +$3.47M +63,780 +72%
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$7.94M +$261K +4,797 +3%
SW
329
SVB Wealth
Massachusetts
$7.93M -$1.53M -28,147 -16%
SWM
330
Stockman Wealth Management
Montana
$7.92M +$139K +2,549 +2%
II
331
Inspire Investing
Idaho
$7.81M +$518K +9,529 +7%
Vontobel Holding
332
Vontobel Holding
Switzerland
$7.78M +$3.19M +58,656 +65%
GRA
333
Goehring & Rozencwajg Associates
New York
$7.75M +$255K +4,700 +3%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$7.63M +$167K +3,080 +2%
MAM
335
Mirabaud Asset Management
United Kingdom
$7.62M +$7.96M +146,503 New
PA
336
Pinnacle Associates
New York
$7.59M +$31.1K +572 +0.4%
SA
337
Sicart Associates
New York
$7.58M -$1.38M -25,430 -15%
GT
338
Glenmede Trust
Pennsylvania
$7.55M -$929K -17,089 -11%
Creative Planning
339
Creative Planning
Kansas
$7.55M +$166K +3,062 +2%
EGM
340
Engineers Gate Manager
New York
$7.54M +$6.46M +118,803 +455%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
341
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.53M +$7.86M +144,686 New
BCM
342
Bourgeon Capital Management
Connecticut
$7.45M +$11.5K +212 +0.1%
FFIC
343
First Fiduciary Investment Counsel
Ohio
$7.45M +$305K +5,615 +4%
SFA
344
Sequoia Financial Advisors
Ohio
$7.44M +$6.93M +127,466 +825%
Pathstone Holdings
345
Pathstone Holdings
New Jersey
$7.35M +$7.66M +140,918 New
KeyBank National Association
346
KeyBank National Association
Ohio
$7.3M -$22.2K -408 -0.3%
RC
347
RBF Capital
California
$7.29M -$2.72M -50,000 -26%
PI
348
PEAK6 Investments
Illinois
$7.2M +$3.26M +59,933 +76%
First Manhattan
349
First Manhattan
New York
$7.16M -$242K -4,450 -3%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$7.07M +$8.91K +164 +0.1%

SLB Hedge Fund Activity: Q4 2023 in Review

1,525 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2023, worth a combined $61.7B — down 10% from $68.9B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new SLB positions and 146 closed out — a net gain of 46 holders — while 533 added to existing stakes and 602 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $456M.

  • 1,525 institutional investors held SLB Ltd (SLB) as of Q4 2023, up from 1,502 in Q3 2023.
  • Funds reported $61.7B of SLB Ltd stock for Q4 2023, down 10% quarter-over-quarter.
  • 192 funds opened new SLB Ltd positions in Q4 2023 and 146 closed out, a net change of +46 holders.
  • The largest SLB Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $1.03B added.
  • The largest SLB Ltd seller in Q4 2023 was Wellington Management Group, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2023.