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1,061 hedge funds and large institutions have $23.1B invested in SLB Ltd in 2020 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 277 increasing their positions, 498 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

68% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 97

44% more capital invested

Capital invested by funds: $16B → $23.1B (+$7.09B)

5% more funds holding

Funds holding: 1,0071,061 (+54)

1.42% more ownership

Funds ownership: 74.52%75.94% (+1.4%)

6% less call options, than puts

Call options by funds: $504M | Put options by funds: $538M

44% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 498

Holders
1,061
Holders Change
+54
Holders Change %
+5.36%
% of All Funds
18.78%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
163
Increased
277
Reduced
498
Closed
97
Calls
$504M
Puts
$538M
Net Calls
-$34.6M
Net Calls Change
+$93.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JMF
851
Johnson Midwest Financial
Iowa
$62K +$53.5K +2,834 New
FWM
852
Focused Wealth Management
New York
$61K -$15.1K -798 -22%
WWM
853
Wolff Wiese Magana
California
$61K +$52.9K +2,805 New
IBOK
854
Independence Bank of Kentucky
Kentucky
$59K -$47.6K -2,524 -49%
SWA
855
SOA Wealth Advisors
New York
$59K +$41.9K +2,219 New
CCA
856
Childress Capital Advisors
Texas
$59K +$49.6K +2,628 New
RIM
857
Rockbridge Investment Management
New York
$58K -$51K -2,700 -50%
QCG
858
Quadrant Capital Group
Ohio
$58K -$48.7K -2,579 -49%
LC
859
Lindbrook Capital
California
$56K -$660 -35 -1%
AIM
860
Anchor Investment Management
South Carolina
$55.5K -$5.64K -299 -11%
CFG
861
CKW Financial Group
Hawaii
$55K -$11.3K -600 -19%
OC
862
Oakworth Capital
Alabama
$55K -$10.1K -535 -17%
EFSCE
863
Enterprise Financial Services Corp (EFSC)
Missouri
$53K -$868 -46 -2%
RWA
864
Ropes Wealth Advisors
Massachusetts
$52K +$21.6K +1,147 +93%
AA
865
Addison Advisors
Vermont
$52K +$45.1K +2,390 New
PWPS
866
Pinnacle Wealth Planning Services
Ohio
$49K +$42.3K +2,241 New
RCG
867
Rock Creek Group
District of Columbia
$48K -$35K -1,856 -46%
BG
868
Bollard Group
Massachusetts
$48K -$33.8K -1,792 -45%
CHA
869
Carmichael Hill & Associates
Maryland
$48K -$6.53K -346 -14%
Bank Julius Baer & Co
870
Bank Julius Baer & Co
Switzerland
$48K -$19 -1 -0%
TI
871
Truehand Inc
New Hampshire
$48K
GTAM
872
Global Trust Asset Management
Florida
$47K -$1.13K -60 -3%
BCA
873
Berman Capital Advisors
Georgia
$46K -$25.9K -1,373 -39%
OIA
874
Optimum Investment Advisors
Illinois
$45K
AF
875
Allworth Financial
California
$44K -$1.49K -79 -4%

SLB Hedge Fund Activity: Q4 2020 in Review

1,061 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2020, worth a combined $23.1B — up 44% from $16B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new SLB positions and 97 closed out — a net gain of 66 holders — while 277 added to existing stakes and 498 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 1,061 institutional investors held SLB Ltd (SLB) as of Q4 2020, up from 1,007 in Q3 2020.
  • Funds reported $23.1B of SLB Ltd stock for Q4 2020, up 44% quarter-over-quarter.
  • 163 funds opened new SLB Ltd positions in Q4 2020 and 97 closed out, a net change of +66 holders.
  • The largest SLB Ltd buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $216M added.
  • The largest SLB Ltd seller in Q4 2020 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.