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1,353 hedge funds and large institutions have $43.5B invested in SLB Ltd in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 625 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 103

18% more capital invested

Capital invested by funds: $36.8B → $43.5B (+$6.76B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 1,2991,353 (+54)

0.45% more ownership

Funds ownership: 77.75%78.2% (+0.45%)

15% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.01B

30% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 625

Holders
1,353
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
26.66%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.43%
New
176
Increased
435
Reduced
625
Closed
103
Calls
$858M
Puts
$1.01B
Net Calls
-$147M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
901
Boys Arnold & Co
North Carolina
$434K -$15.3K -428 -4%
Pzena Investment Management
902
Pzena Investment Management
New York
$429K -$31.8M -891,321 -99%
WA1
903
Wimmer Associates 1
California
$429K -$56.4K -1,580 -13%
WJWM
904
Williams Jones Wealth Management
New York
$429K -$1.68K -47 -0.4%
FIB
905
First Interstate Bank
Montana
$427K -$130K -3,641 -26%
ACM
906
AlphaStar Capital Management
North Carolina
$427K +$86.7K +2,429 +30%
SFWA
907
Summit Financial Wealth Advisors
Louisiana
$425K -$51K -1,427 -10%
HFM
908
Hartford Financial Management
Connecticut
$424K +$283K +7,924 +303%
PI
909
Pettee Investors
Connecticut
$422K -$28.6K -800 -7%
PTC
910
Private Trust Company
Ohio
$422K -$500 -14 -0.1%
OWA
911
Outlook Wealth Advisors
Texas
$421K -$370K -10,375 -52%
CCP
912
Corient Capital Partners
California
$421K +$374K +10,473 New
CBN
913
Cadence Bank NA
Texas
$417K -$21.3K -596 -5%
YIA
914
YHB Investment Advisors
Connecticut
$414K -$9.75K -273 -3%
VDI
915
Vaughan David Investments
Illinois
$412K -$13.1M -367,207 -97%
GFPC
916
Global Financial Private Capital
Florida
$412K -$17.5K -489 -5%
WPP
917
Whalerock Point Partners
Rhode Island
$409K -$25.1K -702 -6%
GD
918
Grandfield & Dodd
New York
$409K -$428 -12 -0.1%
LCS
919
Levin Capital Strategies
New York
$409K
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$409K +$95.3K +2,670 +36%
IRC
921
Investors Research Corp
Georgia
$408K -$5.36K -150 -1%
MCM
922
MV Capital Management
Maryland
$406K +$4.21K +118 +1%
VAS
923
Vestmark Advisory Solutions
Massachusetts
$405K -$69.8K -1,956 -16%
LWAC
924
Laurel Wealth Advisors (California)
California
$402K -$52.3K -1,466 -13%
EMG
925
Ellington Management Group
Connecticut
$402K +$357K +10,000 New

SLB Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2019, worth a combined $43.5B — up 18% from $36.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SLB positions and 103 closed out — a net gain of 73 holders — while 435 added to existing stakes and 625 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $713M.

  • 1,353 institutional investors held SLB Ltd (SLB) as of Q4 2019, up from 1,299 in Q3 2019.
  • Funds reported $43.5B of SLB Ltd stock for Q4 2019, up 18% quarter-over-quarter.
  • 176 funds opened new SLB Ltd positions in Q4 2019 and 103 closed out, a net change of +73 holders.
  • The largest SLB Ltd buyer in Q4 2019 was T. Rowe Price Associates, an estimated $386M added.
  • The largest SLB Ltd seller in Q4 2019 was Massachusetts Financial Services, an estimated $713M sold.

Based on aggregated 13F filings for Q4 2019.