We are live on ! Find out more

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
EWM
901
Evercore Wealth Management
New York
$575K +$3.26K +60 +0.5%
ATPW
902
Ashton Thomas Private Wealth
Arizona
$574K -$5.54K -102 -0.9%
CK
903
Cohen Klingenstein
New York
$572K
MA
904
Montag & Associates
Georgia
$572K +$88.5K +1,629 +18%
MS
905
Maven Securities
Jersey
$570K +$398K +7,315 +201%
FIA
906
Foundations Investment Advisors
Arizona
$567K -$77.9K -1,434 -11%
BC
907
Bartlett & Co
Ohio
$567K -$17.9K -329 -3%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$567K -$17.9K -329 -3%
SIG
909
Stonegate Investment Group
Alabama
$564K -$1.69K -31 -0.3%
FFO
910
Fiduciary Family Office
Florida
$563K +$587K +10,809 New
HH
911
Hilltop Holdings
Texas
$560K +$11.9K +219 +2%
WSC
912
Wellington Shields & Co
New York
$557K -$27.2K -500 -4%
CNBT
913
Cornerstone National Bank & Trust
Illinois
$555K +$580K +10,663 New
TIAA Trust, National Association
914
TIAA Trust, National Association
North Carolina
$554K -$62.1K -1,142 -10%
WB
915
WesBanco Bank
West Virginia
$553K -$34.7K -639 -6%
PSP
916
Principal Street Partners
Tennessee
$552K -$39.2K -721 -6%
CAAS
917
Capital Asset Advisory Services
Michigan
$552K +$924 +17 +0.2%
CCA
918
Checchi Capital Advisers
California
$552K +$6.3K +116 +1%
CAM
919
Congress Asset Management
Massachusetts
$552K
STA
920
Summit Trail Advisors
New York
$551K -$131K -2,413 -19%
SAM
921
Smartleaf Asset Management
Massachusetts
$548K +$571K +10,501 New
KA
922
KLCM Advisors
Wisconsin
$548K +$5.43K +100 +1%
LFA
923
Legend Financial Advisors
Pennsylvania
$548K -$7.28K -134 -1%
CC
924
Courier Capital
New York
$540K -$22.9K -422 -4%
IAA
925
Independent Advisor Alliance
North Carolina
$539K +$126K +2,323 +29%

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.