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1,061 hedge funds and large institutions have $23.1B invested in SLB Ltd in 2020 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 277 increasing their positions, 498 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

68% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 97

44% more capital invested

Capital invested by funds: $16B → $23.1B (+$7.09B)

5% more funds holding

Funds holding: 1,0071,061 (+54)

1.42% more ownership

Funds ownership: 74.52%75.94% (+1.4%)

6% less call options, than puts

Call options by funds: $504M | Put options by funds: $538M

44% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 498

Holders
1,061
Holders Change
+54
Holders Change %
+5.36%
% of All Funds
18.78%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
163
Increased
277
Reduced
498
Closed
97
Calls
$504M
Puts
$538M
Net Calls
-$34.6M
Net Calls Change
+$93.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
901
Timber Creek Capital Management
Massachusetts
$28K
MCM
902
McMillion Capital Management
North Carolina
$28K +$24.5K +1,300 New
MHR
903
Matthew Hamilton Rosenberg
$27K +$23.7K +1,258 New
VNA
904
Valley National Advisers
Pennsylvania
$26K +$2.26K +120 +11%
CWP
905
Concord Wealth Partners
Virginia
$26K +$22.3K +1,183 New
SL
906
Savior LLC
Massachusetts
$25K
TFO
907
Tarbox Family Office
California
$25K +$2.58K +137 +14%
FCH
908
Freestone Capital Holdings
Washington
$24.4K -$377K -20,000 -95%
GEA
909
Glen Eagle Advisors
New Jersey
$24K -$4.43K -235 -18%
ATC
910
Adirondack Trust Company
New York
$24K -$207K -10,975 -91%
ZB
911
Zions Bancorporation
Utah
$24K -$7.38K -391 -26%
KTC
912
Kistler-Tiffany Companies
Pennsylvania
$24K -$6.4K -339 -24%
ME
913
McIlrath & Eck
Washington
$24K -$4.6K -244 -18%
SBL
914
Sargent Bickham Lagudis
Colorado
$24K
RCA
915
Ranch Capital Advisors
Florida
$23K
FHC
916
First Horizon Corporation
Tennessee
$22K -$4.17K -221 -18%
BFC
917
Bedel Financial Consulting
Indiana
$22K -$3.77K -200 -16%
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$3.72K -197 -16%
PCG
919
Private Capital Group
Connecticut
$22K -$1.94K -103 -9%
CFFP
920
Center for Financial Planning
Michigan
$22K
PCA
921
Providence Capital Advisors
North Carolina
$22K
TFS
922
TrustCore Financial Services
Tennessee
$21K -$20.2K -1,072 -52%
AF
923
Advisornet Financial
Minnesota
$21K -$14.4K -765 -45%
CFO
924
CVA Family Office
Colorado
$21K +$15.1K +800 +485%
NG
925
NWK Group
California
$20K +$17K +900 New

SLB Hedge Fund Activity: Q4 2020 in Review

1,061 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2020, worth a combined $23.1B — up 44% from $16B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new SLB positions and 97 closed out — a net gain of 66 holders — while 277 added to existing stakes and 498 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 1,061 institutional investors held SLB Ltd (SLB) as of Q4 2020, up from 1,007 in Q3 2020.
  • Funds reported $23.1B of SLB Ltd stock for Q4 2020, up 44% quarter-over-quarter.
  • 163 funds opened new SLB Ltd positions in Q4 2020 and 97 closed out, a net change of +66 holders.
  • The largest SLB Ltd buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $216M added.
  • The largest SLB Ltd seller in Q4 2020 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.