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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
PVM
676
Palogic Value Management
Texas
$1.48M +$61.5K +1,131 +4%
VFA
677
Valeo Financial Advisors
Indiana
$1.46M -$96.8K -1,781 -6%
PL
678
Perpetual Ltd
Australia
$1.46M -$65.8K -1,210 -4%
RHP
679
Royal Harbor Partners
Texas
$1.44M -$68.9K -1,268 -4%
CA
680
Cullinan Associates
Kentucky
$1.41M -$10.9K -200 -0.7%
NRG
681
Nemes Rush Group
Michigan
$1.41M -$5.54K -102 -0.4%
HS
682
HighVista Strategies
Massachusetts
$1.39M +$451K +8,300 +45%
Bank Julius Baer & Co
683
Bank Julius Baer & Co
Switzerland
$1.39M +$1.45M +26,683 New
WPC
684
Waters Parkerson & Co
Louisiana
$1.38M -$175K -3,222 -11%
TSS
685
Thomas Story & Son
Indiana
$1.38M
BCM
686
BlueCrest Capital Management
Jersey
$1.36M +$987K +18,166 +227%
HCM
687
Hodges Capital Management
Texas
$1.34M -$952K -17,522 -40%
SPA
688
Sherbrooke Park Advisers
New York
$1.34M +$891K +16,385 +176%
Carson Wealth (CWM LLC)
689
Carson Wealth (CWM LLC)
Nebraska
$1.34M -$323K -5,951 -19%
DT
690
Diversified Trust
Tennessee
$1.33M -$1.62M -29,837 -54%
RJT
691
Raymond James Trust
Florida
$1.33M +$64.2K +1,182 +5%
DDC
692
DF Dent & Co
Maryland
$1.32M +$1.38M +25,415 New
AC
693
AXQ Capital
New Jersey
$1.31M +$1.36M +25,100 New
AAS
694
Avantax Advisory Services
Texas
$1.29M -$302K -5,560 -18%
EI
695
Ethic Inc
New York
$1.28M +$180K +3,312 +16%
PFS
696
Prospera Financial Services
Texas
$1.28M +$222K +4,081 +20%
KWM
697
Kingsview Wealth Management
Oregon
$1.28M -$59.5K -1,094 -4%
HW
698
Hancock Whitney
Mississippi
$1.27M -$19.6K -361 -1%
BS
699
Banco Santander
Spain
$1.27M -$67.3K -1,238 -5%
CG
700
Caprock Group
Idaho
$1.27M +$191K +3,514 +17%

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.