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1,061 hedge funds and large institutions have $23.1B invested in SLB Ltd in 2020 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 277 increasing their positions, 498 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

68% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 97

44% more capital invested

Capital invested by funds: $16B → $23.1B (+$7.09B)

5% more funds holding

Funds holding: 1,0071,061 (+54)

1.42% more ownership

Funds ownership: 74.52%75.94% (+1.4%)

6% less call options, than puts

Call options by funds: $504M | Put options by funds: $538M

44% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 498

Holders
1,061
Holders Change
+54
Holders Change %
+5.36%
% of All Funds
18.78%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
163
Increased
277
Reduced
498
Closed
97
Calls
$504M
Puts
$538M
Net Calls
-$34.6M
Net Calls Change
+$93.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evercore Wealth Management
New York
$459K -$160K -8,469 -29%
FMWA
602
Forvis Mazars Wealth Advisors
Missouri
$457K -$215K -11,390 -35%
CAM
603
Cubic Asset Management
Massachusetts
$455K +$1.89K +100 +0.5%
MCM
604
Marathon Capital Management
Maryland
$454K -$66.5K -3,525 -14%
ADL
605
Asset Dedication LLC
California
$452K +$37.2K +1,969 +11%
TSW
606
Thompson Siegel & Walmsley
Virginia
$451K
TSWM
607
Triangle Securities Wealth Management
North Carolina
$450K +$19.9K +1,055 +5%
FHA
608
First Horizon Advisors
Tennessee
$443K +$5.68K +301 +2%
ECM
609
Estabrook Capital Management
New York
$443K -$3.77K -200 -1%
DZ Bank
610
DZ Bank
Germany
$438K
ECM
611
EagleClaw Capital Management
Massachusetts
$437K -$126K -6,653 -25%
PAWC
612
P.A.W. Capital
Connecticut
$437K
WT
613
Washington Trust
Rhode Island
$436K -$16.3K -863 -4%
AP
614
Appleton Partners
Massachusetts
$430K -$11.8K -625 -3%
LBC
615
Lowe Brockenbrough & Co
Virginia
$429K -$13K -690 -3%
LNC
616
Lincoln National Corp
Pennsylvania
$428K +$135K +7,128 +57%
CCG
617
Cloverfields Capital Group
Minnesota
$427K +$369K +19,554 New
SI
618
Symmetry Investments
Jersey
$422K +$364K +19,310 New
AWMT
619
AAFMAA Wealth Management & Trust
North Carolina
$422K +$365K +19,338 New
DT
620
Diversified Trust
Tennessee
$421K +$77.5K +4,108 +27%
CC
621
Cannell & Co
New York
$420K -$234K -12,375 -39%
NFC
622
Northeast Financial Consultants
Connecticut
$417K
TCM
623
Tandem Capital Management
New Jersey
$413K -$69.8K -3,700 -16%
HCM
624
Howland Capital Management
Massachusetts
$406K -$11.5K -607 -3%
ClearBridge Investments
625
ClearBridge Investments
New York
$405K -$11.6K -614 -3%

SLB Hedge Fund Activity: Q4 2020 in Review

1,061 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2020, worth a combined $23.1B — up 44% from $16B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new SLB positions and 97 closed out — a net gain of 66 holders — while 277 added to existing stakes and 498 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 1,061 institutional investors held SLB Ltd (SLB) as of Q4 2020, up from 1,007 in Q3 2020.
  • Funds reported $23.1B of SLB Ltd stock for Q4 2020, up 44% quarter-over-quarter.
  • 163 funds opened new SLB Ltd positions in Q4 2020 and 97 closed out, a net change of +66 holders.
  • The largest SLB Ltd buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $216M added.
  • The largest SLB Ltd seller in Q4 2020 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.