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1,353 hedge funds and large institutions have $43.5B invested in SLB Ltd in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 625 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 103

18% more capital invested

Capital invested by funds: $36.8B → $43.5B (+$6.76B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 1,2991,353 (+54)

0.45% more ownership

Funds ownership: 77.75%78.2% (+0.45%)

15% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.01B

30% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 625

Holders
1,353
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
26.66%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.43%
New
176
Increased
435
Reduced
625
Closed
103
Calls
$858M
Puts
$1.01B
Net Calls
-$147M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$325M -$293M -8,201,700 -50%
AAMU
27
Amundi Asset Management US
Massachusetts
$304M +$185M +5,191,566 +219%
Charles Schwab
28
Charles Schwab
California
$301M +$7.49M +209,827 +3%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$294M -$713M -19,955,977 -73%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$279M -$77.1M -2,158,106 -24%
Ameriprise
31
Ameriprise
Minnesota
$254M +$16.4M +458,499 +8%
State Farm Mutual Automobile Insurance
32
State Farm Mutual Automobile Insurance
Illinois
$250M -$29.3M -820,916 -12%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$241M +$25.8M +722,288 +14%
Goldman Sachs
34
Goldman Sachs
New York
$239M +$25.6M +715,928 +14%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$232M +$2.2M +61,665 +1%
UBS Group
36
UBS Group
Switzerland
$216M -$16M -447,297 -8%
KP
37
Kiltearn Partners
United Kingdom
$203M +$2.84M +79,628 +2%
Capital World Investors
38
Capital World Investors
California
$201M +$179M +5,000,203 +136,992%
Wells Fargo
39
Wells Fargo
California
$200M -$51.7M -1,446,995 -23%
Barclays
40
Barclays
United Kingdom
$187M +$50.2M +1,404,960 +43%
UBS AM
41
UBS AM
Illinois
$176M +$3.58M +100,319 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$175M -$7.61M -213,200 -5%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$166M +$34.6M +969,145 +31%
VanEck Associates
44
VanEck Associates
New York
$156M -$4.46M -124,826 -3%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$150M +$22.5M +629,631 +20%
IVA
46
International Value Advisers
$149M -$54.4M -1,522,921 -29%
EVM
47
Eaton Vance Management
Massachusetts
$140M +$63.6M +1,782,278 +104%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$132M -$3.45M -96,706 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$132M +$1.97M +55,133 +2%
PPA
50
Parametric Portfolio Associates
Washington
$129M +$6.05M +169,424 +6%

SLB Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2019, worth a combined $43.5B — up 18% from $36.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SLB positions and 103 closed out — a net gain of 73 holders — while 435 added to existing stakes and 625 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $713M.

  • 1,353 institutional investors held SLB Ltd (SLB) as of Q4 2019, up from 1,299 in Q3 2019.
  • Funds reported $43.5B of SLB Ltd stock for Q4 2019, up 18% quarter-over-quarter.
  • 176 funds opened new SLB Ltd positions in Q4 2019 and 103 closed out, a net change of +73 holders.
  • The largest SLB Ltd buyer in Q4 2019 was T. Rowe Price Associates, an estimated $386M added.
  • The largest SLB Ltd seller in Q4 2019 was Massachusetts Financial Services, an estimated $713M sold.

Based on aggregated 13F filings for Q4 2019.