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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
MPI
826
Mairs & Power Inc
Minnesota
$761K
OAM
827
Ostrum Asset Management
France
$760K +$3.31K +61 +0.4%
LA
828
LexAurum Advisors
Kansas
$757K -$63.1K -1,161 -7%
HPC
829
HM Payson & Co
Maine
$755K +$316K +5,815 +67%
MGIA
830
Moneta Group Investment Advisors
Missouri
$754K +$788K +14,491 New
MRCM
831
M&R Capital Management
New Jersey
$747K -$2.23K -41 -0.3%
BTI
832
Blue Trust Inc
Georgia
$746K +$21.3K +392 +3%
LGA
833
Lebenthal Global Advisors
New York
$740K -$1.74K -32 -0.2%
EP
834
Edgestream Partners
New Jersey
$737K +$284K +5,224 +58%
Connor, Clark & Lunn Investment Management (CC&L)
835
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$737K +$769K +14,156 New
WF
836
Welch & Forbes
Massachusetts
$735K -$37.1K -682 -5%
NFSG
837
Newbridge Financial Services Group
Florida
$733K +$32.8K +604 +4%
FFA
838
Farther Finance Advisors
California
$733K +$665K +12,237 +665%
DA
839
DCM Advisors
New York
$724K +$463K +8,517 +158%
MPM
840
Meritage Portfolio Management
Kansas
$723K -$20.9K -385 -3%
FNBT
841
FineMark National Bank & Trust
Florida
$720K +$35.7K +657 +5%
FCFC
842
First Commonwealth Financial Corp
Pennsylvania
$719K +$84.7K +1,558 +13%
BAM
843
Belpointe Asset Management
Nevada
$713K -$150K -2,751 -17%
O
844
Ossiam
France
$706K -$34.6K -636 -4%
CFGS
845
Concourse Financial Group Securities
Alabama
$705K +$350K +6,433 +91%
DWP
846
Daymark Wealth Partners
Ohio
$702K +$870 +16 +0.1%
MIM
847
Marco Investment Management
Georgia
$701K -$38K -700 -5%
AFM
848
Abbot Financial Management
Massachusetts
$701K +$333K +6,122 +83%
AG
849
Ascent Group
Virginia
$692K +$284K +5,234 +57%
IAS
850
Insigneo Advisory Services
Florida
$690K +$6.41K +118 +0.9%

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.