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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
WIC
801
Woodmont Investment Counsel
Tennessee
$619K -$76.7K -2,147 -12%
FMC
802
First Merchants Corp
Indiana
$612K -$314K -8,788 -37%
BAM
803
Belpointe Asset Management
Nevada
$612K -$43K -1,205 -7%
CM
804
CoreCommodity Management
Connecticut
$609K -$53K -1,483 -9%
GIM
805
Guardian Investment Management
California
$607K -$182K -5,100 -25%
JFA
806
Johanson Financial Advisors
California
$606K +$871K +24,383 New
FFBTD
807
First Financial Bank - Trust Division
Ohio
$604K -$20K -561 -4%
TSWM
808
Triangle Securities Wealth Management
North Carolina
$604K -$678 -19 -0.1%
EAM
809
Evanson Asset Management
California
$603K -$2.86K -80 -0.5%
AAS
810
Avantax Advisory Services
Texas
$599K +$288K +8,054 +117%
FDCC
811
Foster Dykema Cabot & Co
Massachusetts
$598K -$1.5M -41,874 -74%
HIM
812
Harbour Investment Management
Washington
$595K -$1.18K -33 -0.2%
CC
813
ClearArc Capital
Ohio
$594K -$216K -6,048 -29%
CNBT
814
Canandaigua National Bank & Trust
New York
$593K -$616K -17,245 -54%
BCP
815
Berkeley Capital Partners
Georgia
$592K +$8.46K +237 +2%
TCM
816
Teza Capital Management
Illinois
$590K +$524K +14,671 New
NFG
817
Next Financial Group
Texas
$584K +$171K +4,792 +50%
FNBTCON
818
First National Bank & Trust Co of Newtown
Pennsylvania
$580K -$45.5K -1,275 -8%
AWE
819
Avidian Wealth Enterprises
Texas
$571K -$10.1K -282 -2%
BIM
820
Bridges Investment Management
Nebraska
$567K -$1.46M -40,871 -74%
FPS
821
Fieldpoint Private Securities
Connecticut
$565K +$9.93K +278 +2%
ANB
822
Amarillo National Bank
Texas
$562K -$2.68K -75 -0.5%
WI
823
Wintrust Investments
Illinois
$561K -$557K -15,600 -53%
ALAM
824
Asahi Life Asset Management
Japan
$561K +$498K +13,950 New
LWCFA
825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$559K -$18.7K -525 -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.