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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
AMM
751
American Money Management
California
$767K -$49.7K -1,391 -7%
CG
752
Colony Group
Massachusetts
$764K -$224K -6,272 -25%
PP
753
Paloma Partners
Connecticut
$758K -$3M -84,097 -82%
SLG
754
Stanley-Laman Group
Pennsylvania
$751K -$80.3K -2,249 -11%
TAIM
755
TD Ameritrade Investment Management
Nebraska
$745K +$625K +17,491 +1,682%
PW
756
Price Wealth
Texas
$741K +$3.18K +89 +0.5%
LWM
757
Lyell Wealth Management
California
$739K +$108K +3,032 +20%
RI
758
Ridgewood Investments
New Jersey
$730K +$63.1K +1,767 +11%
ACM
759
Allred Capital Management
Texas
$729K +$2.86K +80 +0.4%
HKAM
760
Horizon Kinetics Asset Management
New York
$725K -$107K -3,000 -14%
PFS
761
Prospera Financial Services
Texas
$723K +$116K +3,238 +22%
PSP
762
Principal Street Partners
Tennessee
$722K +$239K +6,684 +59%
BFO
763
Boston Family Office
Massachusetts
$720K -$593K -16,619 -48%
MIAS
764
Mason Investment Advisory Services
Virginia
$715K
KMWM
765
Keudell/Morrison Wealth Management
Oregon
$708K +$63.5K +1,778 +11%
SSB
766
Sandy Spring Bank
Maryland
$707K +$42K +1,175 +7%
CEP
767
Chicago Equity Partners
Illinois
$706K +$18.7K +525 +3%
VSWA
768
Vontobel Swiss Wealth Advisors
Switzerland
$704K -$473K -13,238 -43%
ST
769
Smithfield Trust
Pennsylvania
$704K -$17.1K -479 -3%
PAWC
770
P.A.W. Capital
Connecticut
$704K +$625K +17,500 New
CCM
771
Covington Capital Management
California
$703K -$272K -7,604 -30%
LCP
772
Legacy Capital Partners
Wisconsin
$701K -$91.6K -2,565 -13%
GVAG
773
Great Valley Advisor Group
Delaware
$697K +$619K +17,324 New
HJMC
774
Hellman Jordan Management Company
Massachusetts
$695K -$6.05M -169,420 -91%
NSAM
775
North Star Asset Management
Wisconsin
$690K -$2.39K -67 -0.4%

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.