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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
WDA
851
Wendell David Associates
New Hampshire
$505K -$12K -336 -3%
Fiera Capital (Canada)
852
Fiera Capital (Canada)
Quebec, Canada
$505K
EFS
853
Essex Financial Services
Connecticut
$503K -$32.3K -904 -7%
CIC
854
Crawford Investment Counsel
Georgia
$502K -$88.3K -2,473 -17%
PMG
855
ProVise Management Group
Florida
$502K +$142K +3,980 +47%
PHS
856
Pekin Hardy Strauss
Illinois
$501K -$1.43K -40 -0.3%
TCM
857
Twin Capital Management
Pennsylvania
$498K -$15K -420 -3%
HCMNY
858
Howard Capital Management (New York)
New York
$497K -$7.14K -200 -2%
BRWA
859
B. Riley Wealth Advisors
Florida
$495K +$44.6K +1,249 +11%
BOTW
860
Bank of the West
California
$494K -$36.1K -1,010 -8%
HSA
861
HBK Sorce Advisory
Pennsylvania
$493K +$17.3K +485 +4%
CS
862
Comerica Securities
Michigan
$486K -$175K -4,906 -29%
CA
863
Cambridge Advisors
Nebraska
$485K -$34.5K -965 -7%
BTW
864
Boston Trust Walden
Massachusetts
$485K -$33.9K -950 -7%
FMT
865
First Mercantile Trust
Tennessee
$483K -$32.2K -902 -7%
EI
866
Ethic Inc
New York
$481K +$427K +11,961 New
CA
867
Cullinan Associates
Kentucky
$480K
MMPW
868
Mitchell McLeod Pugh & Williams
Alabama
$479K +$83.5K +2,339 +24%
P
869
Pitcairn
Pennsylvania
$477K +$87.7K +2,455 +26%
SMC
870
Smith, Moore & Co
Missouri
$475K -$8.89K -249 -2%
JDR
871
Jay D. Rosenbaum
$474K -$121K -3,377 -22%
BIM
872
Baldwin Investment Management
Pennsylvania
$474K -$66.1K -1,850 -14%
NA
873
NewEdge Advisors
Louisiana
$472K -$91.1K -2,551 -18%
MFW
874
Meristem Family Wealth
Minnesota
$472K +$893 +25 +0.2%
PI
875
Putnam Investments
Massachusetts
$471K -$19.9K -557 -5%

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.