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1,502 hedge funds and large institutions have $68.9B invested in SLB Ltd in 2023 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 528 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 96

21% more capital invested

Capital invested by funds: $56.7B → $68.9B (+$12.2B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

5% more funds holding

Funds holding: 1,4291,502 (+73)

2.1% more ownership

Funds ownership: 80.83%82.93% (+2.1%)

5% less call options, than puts

Call options by funds: $927M | Put options by funds: $976M

8% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 572

Holders
1,502
Holders Change
+73
Holders Change %
+5.11%
% of All Funds
23.84%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.86%
New
184
Increased
528
Reduced
572
Closed
96
Calls
$927M
Puts
$976M
Net Calls
-$49M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
851
CTC Alternative Strategies
Illinois
$729K +$725K +12,500 New
KFP
852
KB Financial Partners
New Jersey
$721K -$2.84K -49 -0.4%
FCFC
853
First Commonwealth Financial Corp
Pennsylvania
$715K -$9.11K -157 -1%
AGAM
854
Audent Global Asset Management
California
$712K -$11.4K -197 -2%
SP
855
Symmetry Partners
Connecticut
$708K -$198K -3,418 -22%
HIC
856
Holderness Investments Company
North Carolina
$707K -$11.3K -194 -2%
LWM
857
LJI Wealth Management
Indiana
$700K
USGIU
858
U.S. Global Investors (USGI)
Texas
$700K
RWM
859
Ritholtz Wealth Management
New York
$698K +$220K +3,802 +47%
IAS
860
Investment Advisory Services
Texas
$698K +$9.92K +171 +1%
FMLI
861
Fukoku Mutual Life Insurance
Japan
$697K +$255K +4,390 +58%
SPWM
862
Schrum Private Wealth Management
Florida
$696K +$2.26K +39 +0.3%
LWM
863
Laidlaw Wealth Management
New York
$692K -$100K -1,732 -13%
TIAA Trust, National Association
864
TIAA Trust, National Association
North Carolina
$687K +$683K +11,784 New
AWA
865
Arete Wealth Advisors
Illinois
$683K +$120K +2,066 +21%
CICI
866
Capital Investment Counsel Inc
North Carolina
$678K -$5.51K -95 -0.8%
WI
867
WBI Investments
New Jersey
$674K +$671K +11,567 New
CNBTD
868
Citizens National Bank Trust Department
Mississippi
$674K
IDBONY
869
Israel Discount Bank of New York
New York
$670K -$16.4K -283 -2%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$668K -$7.02K -121 -1%
LW
871
Linscomb Wealth
Texas
$667K +$464 +8 +0.1%
GI
872
Gradient Investments
Minnesota
$661K -$40.4K -697 -6%
PSP
873
Principal Street Partners
Tennessee
$661K -$30.9K -533 -4%
1SB
874
1ST Source Bank
Indiana
$659K +$33.3K +575 +5%
WB
875
WesBanco Bank
West Virginia
$657K -$102K -1,762 -14%

SLB Hedge Fund Activity: Q3 2023 in Review

1,502 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2023, worth a combined $68.9B — up 21% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SLB positions and 96 closed out — a net gain of 88 holders — while 528 added to existing stakes and 572 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.48B. The largest seller was Fisher Asset Management, cutting an estimated $404M.

  • 1,502 institutional investors held SLB Ltd (SLB) as of Q3 2023, up from 1,429 in Q2 2023.
  • Funds reported $68.9B of SLB Ltd stock for Q3 2023, up 21% quarter-over-quarter.
  • 184 funds opened new SLB Ltd positions in Q3 2023 and 96 closed out, a net change of +88 holders.
  • The largest SLB Ltd buyer in Q3 2023 was T. Rowe Price Associates, an estimated $2.48B added.
  • The largest SLB Ltd seller in Q3 2023 was Fisher Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q3 2023.