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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
JIC
876
Johnson Investment Counsel
Ohio
$655K +$63.2K +1,089 +11%
WSC
877
Wellington Shields & Co
New York
$653K
LWAM
878
Legacy Wealth Asset Management
Minnesota
$652K -$16.8K -289 -3%
BC
879
Bartlett & Co
Ohio
$652K +$42.3K +729 +7%
HT
880
Heritage Trust
Oklahoma
$652K +$58.5K +1,009 +10%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$652K +$42.3K +729 +7%
IIM
882
Ipswich Investment Management
Massachusetts
$651K
LSAG
883
Lake Street Advisors Group
New Hampshire
$650K -$23.8K -411 -4%
ATPW
884
Ashton Thomas Private Wealth
Arizona
$649K -$26.9K -463 -4%
CK
885
Cohen Klingenstein
New York
$641K
EWM
886
Evercore Wealth Management
New York
$641K -$13.9K -240 -2%
CWM
887
Congress Wealth Management
Massachusetts
$641K +$65.8K +1,135 +12%
MIM
888
Montgomery Investment Management
Maryland
$637K +$11.6K +200 +2%
SIG
889
Stonegate Investment Group
Alabama
$633K +$10.3K +177 +2%
QCG
890
Quadrant Capital Group
Ohio
$631K +$120K +2,064 +24%
CC
891
Courier Capital
New York
$629K
CAAS
892
Capital Asset Advisory Services
Michigan
$622K +$66.6K +1,149 +12%
LFA
893
Legend Financial Advisors
Pennsylvania
$621K -$1.33K -23 -0.2%
CAM
894
Congress Asset Management
Massachusetts
$618K
AWM
895
Axxcess Wealth Management
California
$618K +$614K +10,593 New
EAM
896
Evanson Asset Management
California
$617K
HH
897
Hilltop Holdings
Texas
$615K +$142K +2,457 +30%
FA
898
FDx Advisors
Illinois
$612K +$63.6K +1,097 +12%
CCA
899
Checchi Capital Advisers
California
$611K -$14K -241 -2%
WR
900
WD Rutherford
Oregon
$611K -$17.7K -305 -3%

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.