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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
FMLI
876
Fukoku Mutual Life Insurance
Japan
$622K
MIM
877
Montgomery Investment Management
Maryland
$620K +$54.4K +1,000 +9%
FCG
878
Fielder Capital Group
Tennessee
$620K +$647K +11,905 New
FB
879
Fulton Bank
Pennsylvania
$617K -$47.8K -879 -7%
AGAM
880
Audent Global Asset Management
California
$614K -$22.3K -411 -3%
UM
881
UniSuper Management
Australia
$612K +$74K +1,361 +13%
SWA
882
Stratos Wealth Advisors
Ohio
$612K -$60.4K -1,111 -9%
GI
883
Gradient Investments
Minnesota
$611K +$21.5K +395 +3%
DWT
884
Dorsey & Whitney Trust
South Dakota
$606K +$362K +6,663 +134%
PTC
885
Petrus Trust Company
Texas
$605K +$632K +11,628 New
CNBTD
886
Citizens National Bank Trust Department
Mississippi
$602K
CICI
887
Capital Investment Counsel Inc
North Carolina
$600K -$5.43K -100 -0.9%
LI
888
Lafayette Investments
Maryland
$598K +$122K +2,250 +24%
SFA
889
Souders Financial Advisors
Ohio
$598K -$340K -6,247 -35%
HVP
890
Hudson Value Partners
Florida
$595K +$127K +2,340 +26%
OCBCO
891
Oversea-Chinese Banking Corp (OCBC)
Singapore
$592K -$183K -3,360 -23%
CIG
892
Cullen Investment Group
Louisiana
$586K +$612K +11,259 New
IDBONY
893
Israel Discount Bank of New York
New York
$585K -$13.5K -248 -2%
GI
894
GAMMA Investing
California
$584K +$652K +11,992 New
IIM
895
Ipswich Investment Management
Massachusetts
$581K
MFFIA
896
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$580K +$606K +11,150 New
LWAM
897
Legacy Wealth Asset Management
Minnesota
$580K -$2.99K -55 -0.5%
JIC
898
Johnson Investment Counsel
Ohio
$578K -$6.79K -125 -1%
LW
899
Linscomb Wealth
Texas
$577K -$19.7K -362 -3%
1SB
900
1ST Source Bank
Indiana
$577K -$12.2K -225 -2%

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.