We are live on ! Find out more

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
MPM
826
Meritage Portfolio Management
Kansas
$559K
1SB
827
1ST Source Bank
Indiana
$559K +$50.2K +1,405 +11%
SAM
828
Sawgrass Asset Management
Florida
$557K -$139K -3,895 -22%
EGA
829
E&G Advisors
Texas
$557K +$243K +6,793 +96%
RWM
830
Ritholtz Wealth Management
New York
$550K -$9.14K -256 -2%
IA
831
IFP Advisors
Florida
$549K +$198K +5,533 +68%
PG
832
Proffitt & Goodson
Tennessee
$548K +$131K +3,661 +37%
RIL
833
Rothschild Investment LLC
Illinois
$547K -$245K -6,875 -34%
MIC
834
Meridian Investment Counsel
California
$547K +$60.7K +1,700 +14%
WKWM
835
Walter & Keenan Wealth Management
Indiana
$545K
IWP
836
Insight Wealth Partners
Texas
$542K +$481K +13,480 New
FG
837
Fiduciary Group
Georgia
$524K +$37.1K +1,040 +9%
ECM
838
Evergreen Capital Management
Washington
$523K -$71 -2 -0%
NIM
839
Needham Investment Management
New York
$523K
BPCA
840
Bank Pictet & Cie (Asia)
Singapore
$523K +$107K +3,000 +30%
SFG
841
Summit Financial Group
West Virginia
$520K -$71.4K -2,000 -13%
IC
842
IEQ Capital
California
$518K +$460K +12,876 New
CIA
843
Capital Investment Advisors
Georgia
$517K +$1.64K +46 +0.4%
CAG
844
Crestwood Advisors Group
Massachusetts
$516K -$94.6K -2,650 -17%
AIM
845
Anchor Investment Management
South Carolina
$516K -$166K -4,646 -27%
FHA
846
First Horizon Advisors
Tennessee
$515K
WSC
847
Wellington Shields & Co
New York
$511K +$453K +12,700 New
LOAME
848
Lombard Odier Asset Management (Europe)
United Kingdom
$508K
MBTD
849
Mechanics Bank - Trust Department
California
$507K -$5.82K -163 -1%
NIM
850
Northeast Investment Management
Massachusetts
$506K -$29.5K -827 -6%

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.