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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
CGPCS
401
Capital Group Private Client Services
California
$5.27M -$296K -5,438 -5%
TRCT
402
Tower Research Capital (TRC)
New York
$5.23M +$1.88M +34,521 +52%
AWM
403
Avitas Wealth Management
California
$5.2M +$1.17M +21,474 +27%
LSA
404
Leonteq Securities AG
Switzerland
$5.2M +$2.99M +54,957 +122%
MPAM
405
Murphy Pohlad Asset Management
Minnesota
$5.13M -$15.4K -284 -0.3%
BRA
406
Biechele Royce Advisors
Indiana
$5.1M -$25.5K -470 -0.5%
LG
407
Leuthold Group
Minnesota
$5.09M +$54 +1 +0%
FFA
408
Fragasso Financial Advisors
Pennsylvania
$5.08M -$441K -8,122 -8%
JFG
409
Jefferies Financial Group
New York
$5.07M +$4.4M +81,034 +492%
HIMCH
410
Hartford Investment Management Co (HIMCO)
Connecticut
$5.01M -$151K -2,775 -3%
NIM
411
Northeast Investment Management
Massachusetts
$4.99M +$573K +10,548 +12%
AssetMark Inc
412
AssetMark Inc
California
$4.98M +$2.55M +46,826 +96%
TSS
413
Two Sigma Securities
New York
$4.96M +$649K +11,936 +14%
PA
414
Profund Advisors
Maryland
$4.95M +$1.01M +18,511 +24%
USCWA
415
U.S. Capital Wealth Advisors
Texas
$4.95M +$317K +5,829 +7%
FTC
416
Farmers Trust Company
Ohio
$4.93M -$345K -6,356 -6%
ET
417
Entropy Technologies
New York
$4.91M +$5.13M +94,295 New
CW
418
Connectus Wealth
Ohio
$4.87M +$1.48M +27,250 +41%
Nomura Holdings
419
Nomura Holdings
Japan
$4.79M +$5M +92,006 New
GIA
420
Gateway Investment Advisers
Ohio
$4.77M -$22.2K -408 -0.4%
Lido Advisors
421
Lido Advisors
California
$4.77M +$32.8K +603 +0.7%
DTL
422
Dynamic Technology Lab
Singapore
$4.72M +$3.1M +57,112 +170%
SAM
423
Securian Asset Management
Minnesota
$4.71M -$626K -11,519 -11%
LDB
424
Lee, Danner & Bass
Tennessee
$4.71M -$374K -6,881 -7%
GIM
425
Goelzer Investment Management
Indiana
$4.67M -$38.3K -705 -0.8%

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.