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1,502 hedge funds and large institutions have $68.9B invested in SLB Ltd in 2023 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 528 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 96

21% more capital invested

Capital invested by funds: $56.7B → $68.9B (+$12.2B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

5% more funds holding

Funds holding: 1,4291,502 (+73)

2.1% more ownership

Funds ownership: 80.83%82.93% (+2.1%)

5% less call options, than puts

Call options by funds: $927M | Put options by funds: $976M

8% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 572

Holders
1,502
Holders Change
+73
Holders Change %
+5.11%
% of All Funds
23.84%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.86%
New
184
Increased
528
Reduced
572
Closed
96
Calls
$927M
Puts
$976M
Net Calls
-$49M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$5.76M +$1.15M +19,909 +25%
BRA
402
Biechele Royce Advisors
Indiana
$5.75M -$61.2K -1,056 -1%
LG
403
Leuthold Group
Minnesota
$5.71M +$5.67M +97,856 New
TW
404
Transform Wealth
Colorado
$5.7M +$160K +2,752 +3%
GS
405
GTS Securities
New York
$5.68M +$4.43M +76,423 +364%
LDB
406
Lee, Danner & Bass
Tennessee
$5.67M -$13K -225 -0.2%
API
407
Advisor Partners II
California
$5.63M +$241K +4,158 +4%
Thrivent Financial for Lutherans
408
Thrivent Financial for Lutherans
Minnesota
$5.47M +$95.3K +1,644 +2%
GFG
409
Greystone Financial Group
Michigan
$5.38M +$288K +4,969 +6%
GIA
410
Gateway Investment Advisers
Ohio
$5.36M -$19.2K -331 -0.4%
DILIC
411
Dai-ichi Life Insurance Company
Japan
$5.34M +$1.04M +18,000 +24%
Pacer Advisors
412
Pacer Advisors
Pennsylvania
$5.3M +$210K +3,623 +4%
Vontobel Holding
413
Vontobel Holding
Switzerland
$5.29M +$758K +13,077 +17%
Lido Advisors
414
Lido Advisors
California
$5.28M +$862K +14,857 +20%
GIM
415
Goelzer Investment Management
Indiana
$5.28M -$18.6K -321 -0.4%
MCG
416
McCollum Christoferson Group
New York
$5.22M +$47.1K +813 +0.9%
PFM
417
Premier Fund Managers
United Kingdom
$5.21M +$4.96M +85,500 New
USCWA
418
U.S. Capital Wealth Advisors
Texas
$5.2M -$119K -2,060 -2%
PCH
419
Polar Capital Holdings
United Kingdom
$5.18M +$5.15M +88,888 New
WCM
420
Wisconsin Capital Management
Wisconsin
$5.17M -$65.2K -1,124 -1%
LFAS
421
Level Four Advisory Services
Texas
$5.15M +$1.16M +19,943 +29%
MPIM
422
McGinn Penninger Investment Management
Virginia
$5.14M -$220K -3,790 -4%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$5.14M -$5.8K -100 -0.1%
TIM
424
Triad Investment Management
California
$5.13M +$15K +258 +0.3%
FA
425
Fagan Associates
New York
$5.04M +$1.41M +24,235 +39%

SLB Hedge Fund Activity: Q3 2023 in Review

1,502 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2023, worth a combined $68.9B — up 21% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SLB positions and 96 closed out — a net gain of 88 holders — while 528 added to existing stakes and 572 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.48B. The largest seller was Fisher Asset Management, cutting an estimated $404M.

  • 1,502 institutional investors held SLB Ltd (SLB) as of Q3 2023, up from 1,429 in Q2 2023.
  • Funds reported $68.9B of SLB Ltd stock for Q3 2023, up 21% quarter-over-quarter.
  • 184 funds opened new SLB Ltd positions in Q3 2023 and 96 closed out, a net change of +88 holders.
  • The largest SLB Ltd buyer in Q3 2023 was T. Rowe Price Associates, an estimated $2.48B added.
  • The largest SLB Ltd seller in Q3 2023 was Fisher Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q3 2023.