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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
BRWA
801
B. Riley Wealth Advisors
Florida
$835K -$480K -8,829 -36%
SC
802
Savant Capital
Illinois
$834K -$19.5K -358 -2%
ISL
803
Ingalls & Snyder LLC
New York
$834K +$129K +2,374 +17%
IA
804
Inspire Advisors
Idaho
$833K +$542K +9,971 +165%
MHIC
805
Marble Harbor Investment Counsel
Massachusetts
$833K -$4.08K -75 -0.5%
AIP
806
Ameritas Investment Partners
Nebraska
$826K -$28.8K -529 -3%
CC
807
Corton Capital
Ontario, Canada
$826K +$143K +2,639 +20%
QI
808
Qtron Investments
Massachusetts
$825K
BFA
809
Buttonwood Financial Advisors
Maryland
$823K +$41.2K +758 +5%
HWMT
810
Heritage Wealth Management (Texas)
Texas
$823K -$47K -865 -5%
HIC
811
Harvey Investment Company
Kentucky
$822K
GCP
812
Garda Capital Partners
Minnesota
$814K +$850K +15,645 New
WTA
813
Washington Trust Advisors
Massachusetts
$814K +$36.1K +665 +4%
NL
814
NWAM LLC
Washington
$796K -$181K -3,330 -18%
CI
815
Cigna Investments
Connecticut
$793K -$6.03K -111 -0.7%
SFS
816
Sowell Financial Services
Arkansas
$793K +$73.8K +1,357 +10%
GLLW
817
Graves Light Lenhart Wealth
Virginia
$793K +$455K +8,372 +122%
JWCA
818
J.W. Cole Advisors
Florida
$792K -$37.3K -686 -4%
MMPW
819
Mitchell McLeod Pugh & Williams
Alabama
$786K -$9.78K -180 -1%
LWM
820
Laidlaw Wealth Management
New York
$785K +$175K +3,211 +27%
HCM
821
Hollencrest Capital Management
California
$779K -$610K -11,220 -43%
GVAG
822
Great Valley Advisor Group
Delaware
$776K +$521K +9,593 +180%
ST
823
Spinnaker Trust
Maine
$776K
HAI
824
Hennessy Advisors Inc
California
$771K -$109K -2,000 -12%
OTL
825
Oak Thistle LLC
New York
$762K -$52.9K -974 -6%

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.