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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
Cerity Partners
751
Cerity Partners
New York
$231K +$200K +10,622 New
SSG
752
Summit Securities Group
New York
$229K +$198K +10,500 New
CHAM
753
Clear Harbor Asset Management
Connecticut
$228K +$184K +9,750 +1,447%
V
754
VeraBank
Texas
$227K -$35.5K -1,883 -15%
BCCM
755
Bridge Creek Capital Management
Massachusetts
$226K -$734K -38,915 -99%
MIS
756
Morningstar Investment Services
Illinois
$226K -$123K -6,532 -39%
PAM
757
Peak Asset Management
Colorado
$224K -$472 -25 -0.2%
GC
758
GFG Capital
Florida
$221K +$191K +10,126 New
TNB
759
TCF National Bank
South Dakota
$219K -$4.94K -262 -3%
JSL
760
JT Stratford LLC
Georgia
$219K -$3.02K -160 -2%
MBTD
761
Mechanics Bank - Trust Department
California
$218K -$755 -40 -0.4%
SCP
762
Silverleafe Capital Partners
Tennessee
$218K
SCM
763
Salem Capital Management
Massachusetts
$218K +$189K +10,000 New
QPWM
764
Quadrant Private Wealth Management
Pennsylvania
$217K -$19.8K -1,050 -10%
KA
765
KLCM Advisors
Wisconsin
$217K +$188K +9,954 New
FFBTD
766
First Financial Bank - Trust Division
Ohio
$216K -$16.8K -888 -8%
AFM
767
Abbot Financial Management
Massachusetts
$215K -$161K -8,516 -46%
WP
768
WealthSource Partners
California
$215K +$186K +9,867 New
EHC
769
Everett Harris & Co
California
$214K +$185K +9,800 New
TWM
770
TriaGen Wealth Management
California
$214K +$185K +9,800 New
TNBTD
771
Trustmark National Bank Trust Department
Mississippi
$213K +$184K +9,750 New
OFG
772
Oxford Financial Group
Indiana
$213K +$184K +9,764 New
OPS
773
Orion Portfolio Solutions
Nebraska
$212K -$9.08K -481 -5%
LWAC
774
Laurel Wealth Advisors (California)
California
$212K +$183K +9,699 New
WJWM
775
Williams Jones Wealth Management
New York
$211K -$26.5K -1,405 -13%

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.