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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
TSWM
776
Triangle Securities Wealth Management
North Carolina
$915K -$25.6K -471 -3%
PPW
777
Parcion Private Wealth
Washington
$913K
CAM
778
Cubic Asset Management
Massachusetts
$907K
TNBTD
779
Trustmark National Bank Trust Department
Mississippi
$907K +$145K +2,659 +18%
TNA
780
True North Advisors
Texas
$907K +$1.09K +20 +0.1%
HBT
781
Heartland Bank & Trust
Illinois
$905K -$57.3K -1,055 -6%
OIA
782
OneDigital Investment Advisors
Kansas
$905K +$54K +993 +6%
RFN
783
RDA Financial Network
Iowa
$905K +$49.5K +911 +6%
FHA
784
First Horizon Advisors
Tennessee
$900K -$4.84K -89 -0.5%
IMC Chicago
785
IMC Chicago
Illinois
$891K +$79.1K +1,456 +9%
WJWM
786
Williams Jones Wealth Management
New York
$888K -$462K -8,506 -33%
SCI
787
Stableford Capital II
Arizona
$880K +$141K +2,586 +17%
NFA
788
Northern Financial Advisors
Michigan
$877K -$2.99K -55 -0.3%
DGAM
789
Desjardins Global Asset Management
Quebec, Canada
$875K -$49.5K -911 -5%
NAS
790
Nicolet Advisory Services
Wisconsin
$873K -$61.1K -1,125 -6%
ACM
791
Allred Capital Management
Texas
$869K +$1.69K +31 +0.2%
SWM
792
SeaCrest Wealth Management
New York
$868K -$41.6K -765 -4%
SP
793
Stablepoint Partners
Massachusetts
$867K +$905K +16,657 New
CIC
794
Cornercap Investment Counsel
Georgia
$858K -$15.9K -292 -2%
KA
795
Kercheville Advisors
Texas
$851K -$2.44M -44,975 -73%
PCM
796
Poehling Capital Management
Wisconsin
$850K -$47.2K -869 -5%
WS
797
Wedbush Securities
California
$850K +$78.1K +1,437 +10%
CA
798
Cornerstone Advisors
North Carolina
$848K -$625K -11,500 -41%
BBA
799
BLB&B Advisors
Pennsylvania
$843K -$189K -3,486 -18%
TC
800
TownSquare Capital
Utah
$838K +$171K +3,149 +24%

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.