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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
AAIS
751
ABN AMRO Investment Solutions
$1.01M -$52.9K -974 -5%
BCCM
752
Bridge Creek Capital Management
Massachusetts
$1M -$8.15K -150 -0.8%
HSA
753
HBK Sorce Advisory
Pennsylvania
$1M -$21.1K -388 -2%
SWS
754
SYSTM Wealth Solutions
Illinois
$999K -$249K -4,586 -19%
FDCDDQ
755
Federation des caisses Desjardins du Quebec
Quebec, Canada
$989K +$610K +11,224 +144%
HAG
756
HighPoint Advisor Group
Illinois
$980K +$981K +18,051 New
APWM
757
Atlas Private Wealth Management
New York
$979K +$40.2K +739 +4%
CWA
758
Consilium Wealth Advisory
Texas
$979K -$335K -6,167 -25%
NBT
759
Northwest Bank & Trust
Iowa
$978K +$1.02M +18,802 New
TAM
760
Titleist Asset Management
Texas
$972K -$77.9K -1,433 -7%
ADL
761
Asset Dedication LLC
California
$970K -$5.49K -101 -0.5%
FFM
762
Forum Financial Management
Illinois
$967K -$43.4K -799 -4%
GIS
763
Grayhawk Investment Strategies
Alberta, Canada
$962K +$1M +18,490 New
WPC
764
Wedmont Private Capital
Pennsylvania
$955K +$121K +2,232 +13%
WP
765
WealthSource Partners
California
$954K +$10.4K +191 +1%
FCP
766
Fidelis Capital Partners
Florida
$953K +$67.5K +1,241 +7%
LHC
767
Little House Capital
Massachusetts
$949K +$13.6K +251 +1%
V
768
ViaWealth
Kansas
$948K +$5.33K +98 +0.5%
SAMC
769
Spectrum Asset Management (California)
California
$945K -$28.7K -528 -3%
MYIA
770
Mount Yale Investment Advisors
Colorado
$941K -$90.2K -1,659 -8%
MNBTD
771
Moody National Bank Trust Division
Texas
$940K -$884K -16,260 -47%
TPA
772
Trivium Point Advisory
Connecticut
$935K +$976K +17,960 New
NAM
773
NorthCrest Asset Manangement
Minnesota
$928K -$192K -3,539 -17%
LNC
774
Lincoln National Corp
Pennsylvania
$925K -$227K -4,169 -19%
BA
775
BCM Advisors
Louisiana
$923K -$3.04K -56 -0.3%

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.