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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
AWS
851
Aspen Wealth Strategies
Colorado
$688K -$12.7K -234 -2%
KWA
852
Kingswood Wealth Advisors
California
$687K -$137K -2,512 -16%
SIC
853
Samalin Investment Counsel
New York
$686K +$924 +17 +0.1%
P
854
Pitcairn
Pennsylvania
$685K +$494K +9,097 +224%
AIM
855
Aigen Investment Management
New York
$681K +$712K +13,093 New
WW
856
Waterfront Wealth
Kansas
$679K +$24K +442 +4%
HCM
857
Howland Capital Management
Massachusetts
$675K
EFS
858
Essex Financial Services
Connecticut
$670K -$5K -92 -0.7%
BP
859
Ballentine Partners
Massachusetts
$663K +$200K +3,688 +41%
SMC
860
Smith, Moore & Co
Missouri
$660K
SFG
861
Summit Financial Group
West Virginia
$657K
GP
862
Greenline Partners
New York
$655K
WHCI
863
W.H. Cornerstone Investments
Massachusetts
$651K -$299K -5,507 -31%
Lazard Asset Management
864
Lazard Asset Management
New York
$646K -$29.9K -550 -4%
HT
865
Heritage Trust
Oklahoma
$644K +$65.1K +1,197 +11%
BBHC
866
Brown Brothers Harriman & Co
New York
$640K -$279K -5,128 -29%
IAS
867
Investment Advisory Services
Texas
$635K +$12.4K +228 +2%
CWM
868
Congress Wealth Management
Massachusetts
$632K +$62.3K +1,146 +10%
HIC
869
Holderness Investments Company
North Carolina
$631K
RWM
870
Ritholtz Wealth Management
New York
$628K +$4.73K +87 +0.7%
PPP
871
Private Portfolio Partners
New Jersey
$628K +$151K +2,780 +30%
CDH
872
Charles D. Hyman
$627K -$32.6K -600 -5%
LWM
873
LJI Wealth Management
Indiana
$625K +$326 +6 +0%
USGIU
874
U.S. Global Investors (USGI)
Texas
$624K
CCG
875
Catalina Capital Group
California
$624K +$652K +11,988 New

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.